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Seneca's financial planning advanced diplomas now official pathways to Personal Financial Planner designation

Toronto, February 6, 2017 - Seneca is the first Ontario College to have two financial planning advanced diplomas approved by the Canadian Securities Institute (CSI).

The three-year Business Administration - Financial Planning and Business Administration - Accounting & Financial Planning Advanced Diploma programs offered through Seneca's School of Accounting & Financial Services have been approved as educational paths leading to The Canadian Securities Institute's Personal Financial Planner (PFP®) designation.

"CSI's approval of our programs as pathways to the PFP designation is recognition that graduates of these programs are well prepared to begin their financial services careers. This is a tremendous advantage for our students and we're very excited that they will now be able to fast-track toward becoming PFPs," says Karen Murkar, Chair of Seneca's School of Accounting & Financial Services.

Seneca's programs prepare students to build careers in the financial services sector, including banking, insurance, and securities. Students who complete either program will now qualify to write the Applied Financial Planning (AFP) Certification exam, which is required to earn the Personal Financial Planner (PFP®) designation. Graduates from the two Seneca programs also earn the Certificate in Financial Services Advice (CFSA) offered through CSI. The CFSA is an industry recognized certificate program required for a number of roles in the financial services industry.

"We're very pleased to partner with such a large and respected Canadian college. The Personal Financial Planner (PFP) designation is a great asset for students who want to build careers in the financial services industry." says Marie Muldowney, Managing Director, CSI. "The PFP program provides them with the skills and knowledge they need to work in the industry and to provide financial planning advice to clients. It is gratifying to know that, through our partnership with Seneca, we can help financial planning students achieve their career goals faster."


The Canadian Securities Institute (CSI) is Canada's leading provider of financial services education and credentials. Valued for its expertise in Canada and abroad, CSI offers more than 120 courses, such as the well-known Canadian Securities Course (CSC®), thirteen certificate programs, and specialized financial designations, such as the PFP®, CIM®, CIWM, MTI®, and the Fellow of CSI (FCSI®). In 2010, The Canadian Securities Institute was acquired by Moody's Corporation and now operates as part of the Training and Certification arm of Moody's Analytics. For more information, please visit


With campuses in Toronto, York Region and Peterborough, Seneca offers degrees, diplomas, certificates and graduate programs renowned for their quality and respected by employers. It is one of the largest comprehensive colleges in Canada, offering nearly 300 full-time, part-time and online programs. Combining the highest academic standards with work-integrated and applied learning, expert teaching faculty and the latest technology ensure Seneca graduates are career-ready.

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For media inquiries and images please contact:

Emily Milic
Seneca Media Relations
416-491-5050 ext. 77018

Amy Umpleby
Canadian Securities Institute


Katerina Soumilova
Moody's Analytics