Skip to content
  • Smiling businessman

Financial Planning

Credential: Ontario Graduate CertificateProgram Code: 20791Length: 2 semestersProgram Starting Between:  

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

Fees

The 2018-2019 fee for two semesters was:

  • domestic: $6,246.42
  • international: $16,051.00

Fees are subject to change.

Scholarships

Humber offers a variety of scholarships each year.

Learn more >

Fees by Semester 

Fees by Semester

Semester 1Domestic FeeInternational Fee*
Total$3,123.21$7,815.50
Tuition$2,663.43$7,355.72
Mandatory Non-Tuition$459.78$459.78
Lab/Materials$0.00$0.00
Co-op/Placement$0.00$0.00

 

Semester 2Domestic FeeInternational Fee*
Total$3,123.21$7,815.50
Tuition$2,663.43$7,355.72
Mandatory Non-Tuition$459.78$459.78
Lab/Materials$0.00$0.00
Co-op/Placement$0.00$0.00

*Plus Mandatory Health Insurance fee once per academic year: Fall start - $420 Winter start - $280 Summer start - $140

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 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.

Pathways

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

PATHWAYS OUT TO A PARTNER INSTITUTION

Programs:

  • 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% in one of Humber's Graduate Certificates:

  • Alternative Dispute Resolution
  • Event Management
  • Fashion Management and Promotions
  • Financial Planning
  • Human Resource Management
  • Marketing Management
  • Global Business Management
  • Public Administration
  • Public Relations
  • Advertising-Account Management

may receive up to 6 credits towards the Masters of Business Adminstration (MBA) 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.

For more information, contact:

Tina Tang, Associate Director of International Admissions
hongrong.tang@centenaryuniversity.edu

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.

TRANSFER OPTIONS

Can't find a pathway? You can still get the credit you deserve from your previous education or your prior work or life experience.

Learn more >

Contact Us

Program Specific Questions

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

Admissions Questions

Domestic Students  

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

International Students  

Contact the International Centre

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

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:

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

  • Establish and manage the client-planner relationship.

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

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

  • Implement financial recommendations and monitor clients’ accounts.

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

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

  • 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 four-week work placement taking place either part time during the program or full time at the end of the program. 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

Financial Planning Standards Council (FPSC)

The program is recognized by the Financial Planning Standards Council (FPSC). 

Certified Financial Planner (CFP®)

Specific courses within the program qualify candidates to sit for 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 Life License Qualification Program (LLQP), which is a mandatory regulatory requirement in order to sell life, health and disability insurance.  

Additional requirements and/or costs may apply.

Note: The requirements for licensure are determined by the granting body, which is independent from Humber College. Students are encouraged to obtain the specific requirements directly from the granting body before enrolling.

Program Availability

START DATE LOCATION STATUS INTERNATIONAL STATUS
September 2019LakeshoreOpenOpen

Scholarships & Awards

Trophy

Students may be eligible for a number of scholarships and awards.

Students Win Bronze at CIFP Case Competition

CIFP Humber winners

Our Financial Planning Business Graduate certificate program students Cavan D’Mello, Matt Pietrangelo, and Alexander Puntillo won the 3rd place medal in the Canadian Institute of Financial Planners Case Competition (Eastern Regional).

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 June 29, 2018, the Provincial Government of Ontario announced the renaming of the Ministry of Advanced Education and Skills Development (MAESD) to the Ministry of Training, Colleges and Universities (MTCU). Both names may appear on this website.