This three-year program provides the knowledge to prepare students for careers in the financial services sector. This sector includes banks, trust and insurance companies, brokerage houses, and mutual fund/investment firms, as well as both large and privately owned financial service businesses. Students are required to complete the CSI Global Education Inc/Mutual funds examinations. Successful completion of the Canadian Securities Course with CSI will allow students to obtain a securities license. Successful completion of the program will allow students to challenge the CFP (Certified Financial Planner) examination.

Graduates of the program are qualified to work in a number of positions in the financial services sector. These include banks, trust companies, insurance companies, mutual fund/investment companies, full-service and discount brokerage firms and financial planning firms. 100% of 2012-2013 graduates found employment within 6 months of graduation. Their average starting salary was $36,143.