Skip to content

Financial Planning

Showing program information for start dates between
Program Code: 20791 Credential: Ontario Graduate Certificate Program Length: 3 semesters Winter 2022 delivery can be view on Current Student Resources
Printer Friendly

Program Overview

Humber’s Financial Planning graduate certificate program provides a clear pathway to careers in the lucrative financial services industry including banks, investment firms, insurance companies, financial planning firms among others.

Our program provides you with a broad range of financial services, business and soft skills plus the opportunity to earn the licences and designations that financial services institutions are looking for in the professionals they hire. 

Faculty are chosen for their expertise and experience in the financial services sector, and many continue to work in the industry.

Courses Learning Outcomes

Upon successful completion of the program, a graduate will:

  1. Adhere to the certified financial planner ethical code of conduct, standards of practice, regulatory, legal and taxation requirements.

  2. Establish and manage the client-planner relationship.

  3. Analyze and evaluate client financial data including investment goals, life and health insurance, retirement planning and estate planning, considering economic information.

  4. Develop and present financial recommendations and/or alternatives regarding investments, retirement planning, estate planning, life and health insurance.

  5. Implement financial recommendations and monitor clients’ accounts.

  6. Market and promote financial products, services, solutions and strategies that meet client needs.

  7. Provide investment advisory services, using current software and entrepreneurial skills.

  8. Qualify to challenge the Certified Financial Planner (CFP™), the Life Insurance Licence (LLQP) examination and the Canadian Securities Course.


Close

Work Placement

Gain first-hand experience in the financial services industry with a 160-hour work (minimum) placement which may be completed full time in the third semester. Placements provide the valuable work experience employers seek.

Your Career

The baby boomers, the cohort of 50- to 70-year olds who account for one in three Canadians, are expected to be the wealthiest retirees in history, and will likely want help managing their assets for decades to come. Be in demand advising clients on investments, retirement, trusts, taxation and insurance. Find employment as a financial advisor, financial planner or investment advisor. Or, use your entrepreneurial skills and knowledge gained in the program to open your own financial services practice or act as a consultant.

Professional Accreditations & Recognition

FP Canada

The program is recognized by the FP Canada (formerly Financial Planning Standards Council).

Certified Financial Planner (CFP®)

Specific courses within the program qualify candidates to sit for the QAFP exam, formerly the FPSC Level 1 Examination in Financial Planning, as part of the process towards achieving the Certified Financial Planner (CFP®) designation.

Canadian Securities Course (CSC®)

The program also helps to prepare students to write other qualifying exams required by the financial services industry. These industry requirements include completion of the Canadian Securities Course (CSC®), which is a mandatory regulatory requirement in order to perform transactions of stocks, bonds and mutual funds, and the Harmonized Life License Qualification Program (HLLQP), formerly Life License Qualification Program (LLQP), which is a mandatory regulatory requirement in order to sell life, health and disability insurance.  

Additional requirements may apply.

Note: The requirements for the additional credential(s) are determined by the granting body, which is independent from the College. Students are encouraged to obtain the specific requirements directly from the granting body before enrolling.

Related Programs

woman smiling

Insurance Management – Property and Casualty

Credential: Ontario Graduate Certificate
Length: 3 semesters

Program Availability

Start dates between Sept 2021 - Aug 2022
START DATE LOCATION STATUS
January 2022 IGS Not Available
May 2022 IGS Not Available
Start dates between Sept 2022 - Aug 2023
START DATE LOCATION STATUS
September 2022 Lakeshore Open
September 2022 IGS Not Available

Domestic students can now apply on OCAS to this program at Humber’s new International Graduate School (IGS).

Start dates between Sept 2021 - Aug 2022
START DATE LOCATION STATUS
January 2022 IGS Closed
May 2022 IGS Open
Start dates between Sept 2022 - Aug 2023
START DATE LOCATION STATUS
September 2022 Lakeshore Open
September 2022 IGS Open

International students can now apply to this program at Humber’s new International Graduate School (IGS).

News Feed

DBSA Hosts a Virtual Industry Panel Event

DBSA Hosts a Virtual Industry Panel Event

Thu, November 11, 2021

Thanks to the Program Advisory Committee members of the Digital Business Management BComm program for joining our first Industry Panel event for the 2021-2022 academic year: Workplace Post-COVID.

Read More
Fundraising Graduate Certificate Gets Certified Fund Raising Executive (CFRE) Approval!

Fundraising Graduate Certificate Gets Certified Fund Raising Executive (CFRE) Approval!

Fri, October 01, 2021

Fundraising may be the least known best profession needed in the world today. With excellent employment opportunities, career development paths, and compensation, it's more than just a job.

Read More

No news at this time.

News Feed

CEO of Operation Smile Inspires Students and Hires Grads!

CEO of Operation Smile Inspires Students and Hires Grads!

Wed, November 17, 2021

Mark Climie-Elliot, CEO & Chief Smile Officer of Operation Smile is no stranger to Humber Fundraising Management and the International Development postgrad programs.

Read More
Grads Give Back Season 2: Episode 2 - Deidra Hunter

Grads Give Back Season 2: Episode 2 - Deidra Hunter

Wed, November 17, 2021

Deidra Hunter is an entrepreneur with the creativity and energy to get things done! You’ll want to listen to her insights on what really works to land that first job and how to carve your path.

Read More

No news at this time.

News Feed

Financial Planning Students Win CIFP National Case Competition Championship

Financial Planning Students Win CIFP National Case Competition Championship

Mon, April 05, 2021

Every year, the CFIP hosts a Case Competition Team Challenge event inviting all post-secondary institutions across Canada that teach Financial Planning to compete in teams of three.

Read More

No news at this time.

Every attempt is made to ensure that information contained on this website is current and accurate. Humber reserves the right to correct any error or omission, modify or cancel any course, program, fee, timetable or campus location at any time without prior notice or liability to users or any other Person.

On October 21, 2019, the Provincial Government of Ontario announced the renaming of the Ministry of Training, Colleges and Universities (MTCU) to the Ministry of Colleges and Universities (MCU). Both names may appear on this website.

Admission Requirements

Applicants must meet all the requirements below in order to meet minimum program eligibility. Meeting minimum eligibility requirements does not guarantee an offer of admission. Admission decisions will be available via MyHumber, or by email and mail. Admission decisions will not be released by phone.

Admission selection is based on the following 3 requirements:

  • Academic

    To be eligible for admission, you must possess the following:

    • A bachelor’s degree

    Mature Applicants

    Diplomas and Certificates

    An applicant is considered a mature applicant if they have not completed secondary school or other postsecondary school, and will be 19 or older as of the first day of classes. Humber will invite you for testing to demonstrate that you meet program eligibility.

    Degrees

    An applicant is considered a mature applicant if they have not completed secondary school or attended postsecondary studies, and will be 21 or older as of the first day of classes. Mature applicants for degree programs will be required to meet course requirements at the U/M level or equivalent.

    College Transfer Applicants

    Diplomas and Certificates

    An applicant is considered a college transfer applicant if they have completed some or all of a college-level credential. Humber may use a combination of secondary school and/or college courses and grades to determine program eligibility.

    Degrees

    An applicant is considered a college transfer applicant if they have completed some or all of a college-level credential. Humber may use a combination of secondary school and/or college courses and grades to determine program eligibility. Applicants must have an overall minimum grade point average (GPA) of 65 per cent in the program. Applicants are required to disclose and provide academic transcripts for all course work completed at the postsecondary level.

    University Transfer Applicants

    Diplomas and Certificates

    An applicant is considered a university transfer applicant if they have completed some or all of a university-level credential. Humber may use a combination of secondary school and/or university courses and grades to determine program eligibility.

    Degrees

    An applicant is considered a university transfer applicant if they have completed some or all of a university-level credential. Humber may use a combination of secondary school and/or university courses and grades to determine program eligibility. Applicants are required to disclose and provide academic transcripts for all course work completed at the postsecondary level.

  • English Language Proficiency

    All applicants whose first language is not English must meet Humber’s English Language Proficiency Policy.

  • International Credit Evaluation

    Canadian citizens or permanent residents with international education are required to provide a WES or ICAS evaluation.

INTERNATIONAL ACADEMIC EQUIVALENCY

Admission equivalencies for Humber depend on your country of study. Please enter your location or choose detect my location to see the requirements for your country below.

Post-Admission Requirements

Once you have been accepted, and have confirmed your offer, you may need to complete a further set of requirements related to your program (Post-Admission Requirements).

Software Requirements

Proficiency in the use of word processing, database and spreadsheet software.

Equipment & Device Requirements

All Semesters

Details and Specifications Minimum Specifications Recommended Specifications
Processor Dual-core processor Quad-core processor
OS Window 10 or IOS Window 10
Memory 8 GB of RAM 16 GB of RAM
Storage 100 GB HDD 512 GB SSD
Monitor Laptop computer (not a notebook such as a Chromebook or a tablet) recently purchased; last 18 months Laptop computer (not a notebook such as a Chromebook or a tablet) recently purchased; last 18 months
Other Built-in WiFi, a microphone and a webcam Built-in WiFi, a microphone and a webcam. Long battery life (strongly recommended)

Contact Information

If you have questions about these Equipment & Device Requirements contact:

Richard Kingston, program co-ordinator
416.675.6622 ext. 3227
richard.kingston@humber.ca

Fees

The 2021-2022 fee for three semesters was:

  • domestic: $5,796.48
  • international: $18,048.00

Fees are subject to change.

Fees by Semester

Domestic Fees International Fees

Additional Costs

Industry associations charge fees for access to the exams and the materials required to study for the exams. These materials are used in several courses in this program. While alternate texts are available, it is highly recommended that students purchase these specific materials for those classes. Approximate total costs for these fees - $2,600. Students should consult the industry association websites (below) to determine the current costs for these fees.

Approximately $1,200 - textbooks and other course materials.

Note: An additional registration fee of $440 applies to placements completed after the final semester of this program

Scholarships

Humber Scholarships

Find out more about scholarships and bursaries that you may be eligible for, visit Student Scholarships. International students can visit International Student Scholarships.

Humber Bursaries

Bursaries are available for Certificate, Diploma and Degree programs primarily based on financial need, visit Humber Bursaries.

External Awards, Bursaries & Scholarships

Find out more information about external scholarships and bursaries, visit External Awards.

Indigenous Student Awards, Bursaries & Scholarships

Humber offers a variety of bursaries and scholarships for Indigenous students, visit Indigenous Student Awards.

Pathways

Pathways are academic routes that students can take to move from one credential to another.

PATHWAYS OUT TO ANOTHER PROGRAM:

TO A PARTNER INSTITUTION

Master of Leadership and Public Administration

Humber and Centenary University have entered into an agreement to facilitate the transfer of Humber graduates with appropriate prerequisite qualifications and grades for advanced standing into Centenary University.  

Graduates with a GPA of 3.0 or 75% may receive up to 6 credits towards the Masters of Leadership and Public Administration (MLPA) program.  Thirty-three (33) remaining credits may be required for program completion.  Final advanced standing granted to an applicant requires an assessment of transcripts and electives taken.

Humber applicants are required to submit the following to Centenary:

  • a completed application form (with essay where applicable) along with the application fee
  • official Humber transcript sent directly to Centenary from Humber
  • verification of high school graduation
  • Letter of Recommendation from a Humber Program Coordinator, specifying why the student is a good candidate for the program.

Admission to the academic programs listed is at the sole discretion of the partner post-secondary institution. Please contact the institution for detailed admission requirements.

Coordinator of Study Abroad and International Student Admissions
Patricia.Mahaffey@CentenaryUniversity.edu

Contact Us

Admissions Questions

Domestic Students  

Phone: 416-675-5000
Email: enquiry@humber.ca

International Students  

Contact the International Centre

Want More Info?

Sign-up for more info on Humber, including programs, special events and more!

Contact Information

Richard Kingston, program co-ordinator
416.675.6622 ext. 3227
richard.kingston@humber.ca

How to Apply

Applications to Humber are made through ontariocolleges.ca. Be sure to submit your application by the equal consideration deadline of February 1. You may apply after February 1, however, post-February 1 applications will be considered on a first-come, first-served basis depending on the availability of the space in the program. To check program availability refer to the Campus/Availability listing on Humber's program pages or ontariocolleges.ca.

Admissions Road Map

Apply through Ontario Colleges

INTERNATIONAL STUDENTS

If you’re an international student, you can apply directly to Humber via our International Centre.

Apply through the International Centre

close widget icon