Humber: The Business School
SEARCH

Diploma

Financial Services

YouTube Facebook Twitter Twitter
PROGRAM CODE 20061

CONTACT INFORMATION

Richard Kingston
Phone: 416.675.6622 x3227
richard.kingston@humber.ca

One-of-a-kind Program

Employers in the financial services sector appreciate the value of graduates from Humber’s Financial Services diploma program, the only two-year program of its kind in Ontario. Financial services play a role in the daily lives of Canadians, and as the demand for financial guidance increases, profitable and progressive career opportunities in the industry multiply too. Indeed, financial services careers account for much of Ontario’s new job creation.

Acquire In-demand Skills

You’ll graduate with the knowledge and skills required by banks, investment brokerages, financial planning firms, mutual fund companies, and insurance companies. This prepares you for a career as a personal banking officer, investment advisor, client services representative, or financial advisor. You’ll become:

  • Conversant with all aspects of banking, investments, insurance, and financial planning
  • Skilled in the areas employers value: interpersonal communications, professional selling, and leadership

Curriculum Highlights

  • Canadian securities
  • Insurance - Financial Services
  • Consumer Credit
  • Customer Service and Consumer Behaviour
  • Financial Planning
  • Bank Financial Management

View full curriculum
View admission requirements

Work Placement

A 150-hour (minimum) work placement gives students valuable practical industry experience and prepares them for immediate employment. Students find their own placement under the guidance of the program co-ordinator, and take career management workshops to develop effective job search skills.

Career Positioning

A career in financial services could include assisting clients in obtaining loans or mortgages; advising clients on investments, retirement planning or risk management; or analyzing clients’ financial situations and needs and helping them develop plans to reach their goals. The work is much more than creating a portfolio for your clients; it’s about creating relationships, because in the financial world products might only have slight differences. Success therefore depends on building trust and understanding individual client needs. That’s why Humber’s courses cover everything from interpersonal communication to credit to financial planning. In the second year the program features a paid work placement that gives students real-world experience practicing their skills.

Professional Accreditation

Humber has the most concentrated Financial Services program curriculum in Ontario that leads to the licensing and certification requirements of the financial services industry including:

  • Associate of the Institute of Canadian Bankers (AICB)
  • Canadian Securities Course (CSC)
  • Canadian Securities Institute
  • Institute of Canadian Bankers
  • Insurance Institute of Canada
  • Life Insurance license (LLQP)
  • Professional Financial Planner Course (PFPC)

Program Affiliations

With the CSC and PFPC successfully completed, students can challenge the exam to acquire the Certified Financial Planner (CFP) designation of the Financial Planners Standards Council.

The industry associations cited above charge fees for their materials (which we use in our courses) and licensing exams. Please refer to the websites of the respective institutions for their current fees.

Site designed by Black Cat Advertising Inc.