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Financial Planning

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Program Code: 20791
CIP Code: 52.0804
PGWP Eligible: N/A
Credential: Ontario Graduate Certificate
Start Dates: January, May, September
Program Length: 3 semesters
Learning
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Pathways: Explore Pathways
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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 Open "Courses" to view individual course delivery modes.

Courses

At Humber, courses are delivered in a variety of formats:

In-Person - An in-person course is delivered fully on campus.

Online Asynchronous (A) - An online asynchronous course has no fixed class schedule and allows students to engage with the course at different times according to their needs. Faculty provide modules, which are completed independently by the students according to established deadlines.

Online Synchronous (S) - An online synchronous course is delivered fully online and requires faculty and students to participate in real-time according to a fixed schedule. Classes are scheduled for a specific day and time.

Hybrid - A hybrid course is a combination of in-person and online classes and follows a set schedule. Students must be available to attend in-person classes at scheduled times during the semester.

The chart below outlines the delivery options available for each course in this program, by campus. For some academic terms, there may be more than one delivery option available. You’ll be able to select your preferred options when building your course schedule during open enrolment. Preferences for course delivery will be considered on a first come, first served basis. Some Humber programs are also delivered fully online, where all courses are delivered online.

International students: the impact of studying from outside of Canada on Post-Graduation Work Permit (PGWP) eligibility differs significantly based on when you start your program. Please review the PGWP eligibility before choosing your program and course delivery.

Course code and Name Delivery Type by Location
Course Code Course Name North Lakeshore IGS DL/Online
Semester 1
FIN 5001 Canadian Investment Securities 1 N/A In-Person In-Person N/A
FIN 5004 Consumer Credit N/A In-Person In-Person N/A
FIN 5007 Foundational Skills of Financial Planning N/A In-Person In-Person N/A
FIN 5009 Risk Management and Insurance N/A In-Person In-Person N/A
FIN 5011 Fundamentals of Financial Planning N/A In-Person In-Person N/A
MKTG 5009 Professional Selling N/A In-Person In-Person N/A
WORK 5002 Career Development N/A In-Person In-Person N/A
Semester 2
FIN 5002 Income Tax Planning N/A In-Person In-Person N/A
FIN 5003 Retirement Planning N/A In-Person In-Person N/A
FIN 5513 Advanced Curriculum Program N/A In-Person In-Person N/A
FIN 5552 Canadian Investment Securities 2 N/A In-Person In-Person N/A
FIN 5560 Estate Planning and Family Law N/A In-Person In-Person N/A
FIN 5561 Human Behaviour and Practice Management N/A In-Person In-Person N/A
FIN 5562 Integrated Financial Planning N/A In-Person In-Person N/A
Semester 3
WORK 5503 Field Experience - Financial Planning N/A Hybrid
In-Person
Online (A)
TBD		 Hybrid
In-Person
Online (A)
TBD		 N/A

Work-Integrated Learning  

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

Humber Advantages

decorative imageInternational Students can Stack and Stay Longer™ in Canada!
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International Students can Stack and Stay Longer™ in Canada!

Double your employability with 2 times the education and experience!
Apply now for your first Graduate Certificate and get the opportunity for early admittance* into a second program in the following year. Stack your education to potentially earn credits that will lessen your course load in year two, allowing you to work or spend more time immersing yourself in Canadian culture! Extend your stay and double your employability skills through two work terms across two business programs. The extra year of studies will give you qualifications for a potential 3-year postgraduate work permit.

Use the Stack and Stay Finder to Find Your Perfect Pairing 

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

CIFP

The program is recognized by FP Canada and the Canadian Institute of Financial Planning (CIFP) as an Approved Core Curriculum program. The program helps to prepare students to write the Certified Financial Planner (CFP) certificate and qualifies students to challenge the exams leading to the Chartered Financial Planner license.

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Program Availability

Start dates between Sept 2024 - Aug 2025
START DELIVERY LOCATION STATUS
Jan 2025 Block-Based Downtown (IGS) Open
May 2025 Block-Based Lakeshore Not Available
May 2025 Block-Based Downtown (IGS) Not Available
Start dates between Sept 2025 - Aug 2026
START DELIVERY LOCATION STATUS
Sep 2025   Downtown (IGS) Not Available
Sep 2025   Lakeshore Open
Jan 2026   Downtown (IGS) Not Available
May 2026   Downtown (IGS) Not Available
May 2026   Lakeshore Not Available
Start dates between Sept 2024 - Aug 2025
START DELIVERY LOCATION STATUS
Jan 2025 Block-Based Downtown (IGS) Open
May 2025 Block-Based Lakeshore Open
May 2025 Block-Based Downtown (IGS) Open
Start dates between Sept 2025 - Aug 2026
START DELIVERY LOCATION STATUS
Sep 2025   Downtown (IGS) Open
Sep 2025   Lakeshore Open
Jan 2026   Downtown (IGS) Opening Soon
May 2026   Downtown (IGS) Opening Soon
May 2026   Lakeshore Opening Soon

Humber is a publicly funded institution and does not have a public-private partnership. International students graduating from Humber are eligible to apply for a Post-Graduation Work Permit.

International students in Canada could be eligible for an automatic scholarship*.  Apply now!

Check out the step-by-step Admissions Road Map for helpful information and additional resources.

Start dates between Sept 2024 - Aug 2025
START DELIVERY LOCATION STATUS
Jan 2025 Block-Based Downtown (IGS) Open
May 2025 Block-Based Lakeshore Open
May 2025 Block-Based Downtown (IGS) Open
Start dates between Sept 2025 - Aug 2026
START DELIVERY LOCATION STATUS
Sep 2025   Downtown (IGS) Open
Sep 2025   Lakeshore Open
Jan 2026   Downtown (IGS) Opening Soon
May 2026   Downtown (IGS) Opening Soon
May 2026   Lakeshore Opening Soon

Humber is a publicly funded institution and does not have a public-private partnership. International students graduating from Humber are eligible to apply for a Post-Graduation Work Permit.

International applicants outside of Canada can apply through Humber International. Check out the step-by-step Admissions Road Map for helpful information and additional resources.

Upcoming Recruitment Events

News Feed

See More News 
Humber Achieves Authorized Education Program Status for Financial Planning Credentials

Humber Achieves Authorized Education Program Status for Financial Planning Credentials

Mon, May 27, 2024

Humber has been granted Authorized Education Program status by the Canadian Institute of Financial Planning (CIFP).

Read More
Financial Planning Students Excel at the CIFP Case Challenge Competition

Financial Planning Students Excel at the CIFP Case Challenge Competition

Thu, April 25, 2024

The Canadian Institute of Financial Planners hosted its annual case challenge, extending invitations to colleges across Canada to assemble teams.

Read More
Financial Planning Alumna Represents Cohort at Open House

Financial Planning Alumna Represents Cohort at Open House

Mon, April 15, 2024

Nishika Pugalia, an alumna of the Financial Planning program, represented her cohort at the Spring 2024 Longo Faculty of Business Open House.

Read More

No news at this time.

Every attempt is made to ensure that information contained on this website is current and accurate. Humber Polytechnic 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.

GET YOUR $125 APPLICATION FEE BACK*

Apply On Us This September!

Apply through OCAS between June 14 - July 19, 2024 and be registered full-time on Tuesday, September 17, 2024 and receive a $125 credit equal to the domestic application fee.

To qualify, get started by filling out the APPLY ON US form.

*This promotion is open to domestic applications for the September 2024 program intakes only. Offer not valid for existing applicants or applications.

International Students with a valid Study Permit or Letter of Introduction (LOI)* can receive a Waiver Code to cover the $100 September 2024 application fee.

Bringing You Our A-Game

A Humber education is second to none, benefit from:

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How to Apply

Domestic Students

Applications to Humber are made through ontariocolleges.ca. Be sure to submit your application by July 15, 2024 to receive your Application Fee Credit. Applications for September will remain open as long as the program availability status shows Open.

To check program availability refer to the Campus/Availability listing on Humber’s program pages, search by availability, or ontariocolleges.ca.

To see where you are in the admissions process, visit the Admissions Road Map.

International Students

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

Contact Us

Admissions Questions

General Enquiries

Call 416-675-3111 or email enquiry@humber.ca. If you have already applied, be sure to check your application status on myhumber.ca.

Domestic Applicants Enquiries

Domestic applicants can book a one-on-one advising appointment with an admissions representative.

International Applicants Enquiries

Contact the International Centre for information about full-time programs (including the International Graduate School), how to apply and to follow up on your submitted application.

Program-Specific Questions

Speak to the Program Co-ordinator about the course curriculum, projects and career options.

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

Campus Information

Book a campus tour to take a closer look at what it's like to be a student at Humber.

Want More Info?

Find out more about the student experience and everything that Humber has to offer Future Students.

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

How To Become An Apprentice

Becoming an Apprentice

Find an employer willing to sponsor you as an apprentice.

Contact the Ministry of Labour, Immigration, Training and Skills Development to register as an apprentice.

Work with your employer approximately one year before attending Humber.

View Instructions 

Ontario Youth Apprenticeship Program (OYAP)

If you’re in high school – grade 11 or 12 – you can earn co-op education credits through work placements in some skilled trades.

Visit OYAP 

How to Apply

Domestic Students

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, search by availability, or ontariocolleges.ca.

To see where you are in the admissions process, visit the Admissions Road Map.

International Students

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

Need Advice?

Program Advising Appointments

Get help narrowing down your program options or book a one-on-one pre-enrolment advising appointment with one of our Recruitment Officers.

Transfer & Pathway Advising

Book a virtual appointment with a Student Mobility Advisor learn more about getting Transfer Credit(s) for previous post-secondary experience, Prior Learning Assessment and Recognition (PLAR), and Pathways options.

Admission Requirements

Admission selection is based on the academic criteria indicated. Meeting minimum eligibility requirements does not guarantee admission.

Admission selection is based on the following three requirements:

  • Academic

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

    • A bachelor’s degree or equivalent

    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 credential evaluation. Note, for international High school education course by course evaluations, ICAS must be used. For international post-secondary education, a WES evaluation must be provided. In situations where you expect to apply for transfer credit, it is recommended that a course by course WES evaluation is completed.

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)

Program-Specific Questions

Speak to the Program Co-ordinator about the course curriculum, projects and career options.

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

Fees & Financial Aid

The 2024/2025 fee for three semesters was:

  • domestic: $6,187.70
  • international: $19,168.98

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. 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.

$440 - additional registration fee applicable to placements completed after the final semester of the program.

Financial Aid, Scholarships and Bursaries

Understand the costs associated with coming to Humber and explore resources available from first year to your final year on Student Fees and Financial Resources.

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 Pathways Into This Program  
View Transfer Out Opportunities From This Program  
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