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Financial Planning

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Program Code: 20791 Credential: Ontario Graduate Certificate Program Length: 3 semesters
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Program Overview

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

Our program provides you with a broad range of personal 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. They also have extensive post-secondary teaching experience.

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.


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Work Placement

Gain first-hand experience in the personal 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 FP Canada as an Approved Core Curriculum program. The program also helps to prepare students to write the Qualified Associate Financial Planner (QAFP) certificate exam which is a steppingstone to the Cerfitied Financial Planner (CFP) certificate.

Canadian Securities Course (CSC®)

The program helps to prepare students to write the Canadian Securities Course (CSC®),and Harmonized Life License Qualification Program exams. 

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.

Program Availability

Start dates between Sept 2022 - Aug 2023
START DATE LOCATION STATUS
Start dates between Sept 2023 - Aug 2024
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September 2023 Lakeshore Open
Start dates between Sept 2022 - Aug 2023
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January 2023 IGS Closed
May 2023 IGS Open
Start dates between Sept 2023 - Aug 2024
START DATE LOCATION STATUS
September 2023 Lakeshore Opening Soon

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

News Feed

Insurance Management Receives Generous Gift From BrokerLink and Magnes!

Insurance Management Receives Generous Gift From BrokerLink and Magnes!

Mon, July 11, 2022

To help combat the emerging talent crisis the program recently scaled up efforts to recruit the best and brightest students through the creation of a Talent Pipeline Fund. 

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President of RIBO Speaks to Humber Insurance Students!

President of RIBO Speaks to Humber Insurance Students!

Mon, July 11, 2022

Recently Patrick Ballantyne, President of the Registered Insurance Brokers of Ontario (RIBO) gave an inspiring presentation as a guest lecturer to Insurance Management students at Humber College.

Read More

No news at this time.

News Feed

The Story of Devotion Behind The Franca Giacomelli Scholarship for Dedication, Achievement and Service

The Story of Devotion Behind The Franca Giacomelli Scholarship for Dedication, Achievement and Service

Mon, July 11, 2022

After 42 years of teaching, mentoring and supporting more than 10,000 students, long-time faculty member Franca Giacomelli is retiring.

Read More
Thank You Longo Family Foundation for Helping Us to Deliver Business at Its Best

Thank You Longo Family Foundation for Helping Us to Deliver Business at Its Best

Mon, July 11, 2022

A $5-million gift from the Longo Family Foundation will support scholarships, entrepreneurship programming and increased opportunities for our students to develop skills and experience.

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

Business At Its Best

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 all listed course requirements.

    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

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

Fees

The 2022-2023 fee for three semesters was:

  • domestic: $5,851.40
  • international: $18,058.00

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.

Explore Opportunities through Humber Pathways

Humber Pathways include:

  • Opportunities to build on your college education and complete your diploma or degree at Humber.
  • Degree and graduate study opportunities at other institutions in Ontario, Canada and abroad.
View Transfer Out Opportunities from this program  

Contact Us

Admissions Questions

Domestic Students  

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

International Students  

Contact the International Centre

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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

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Nov 12, 2022

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