Humber’s Financial Planning certificate program lets you position yourself to take advantage of a growing industry in a very short time. Financial planning is commonplace at most brokerages, mutual fund and full-service dealers, banks, and insurers. Clients increasingly seek financial advice and in many cases have come to expect it. In response, planners need to have detailed knowledge of financial products and services, and deep understanding of their clients’ financial needs, desires and goals. In the certificate program you’ll gain a range of financial planning knowledge plus the opportunity to complete educational and license requirements for financial planning industry designations. This program also addresses your leadership, communications, mentoring, and management skills.
This is one of the most concentrated financial planning programs in Canada leading to licensing and certification programs in the industry. In less than one year you can earn your securities license, life insurance license and the Certified Financial Planner designation.
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Gain first-hand experience in the industry with a four-week work placement, which takes place either part-time during the program or full-time at the end of the program. Placements provide the valuable work experience employers seek.
After only two semesters students graduate with their Financial Planning postgraduate certificate, prepared for their designations, and with a clear advantage in the financial services marketplace. That’s because Humber has developed the certificate to address the specific requirements of students working in banking and financial services, or those seeking a professional financial planning designation to enhance their ability to serve different clients and enrich their careers. This program provides you with the broad range of financial, business, and soft skills, plus the opportunity to earn the licenses and designations that the industry demands.
Representative careers include:
Potential employers may include:
Humber has the most concentrated Financial Planning program curriculum in Ontario that leads to the licensing and certification requirements of the financial services industry including:
Students can also challenge the exam to acquire the Certified Financial Planner (CFP) designation of the Financial Planners Standards Council.
Humber has designed the Financial Planning certificate program keeping in mind the interests of the following associations:
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.
