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.
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.
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.
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.
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.
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Business, Accounting & Management Success Stories
IMPG Invited to CICMA/CIAA Annual Joint Conference
Mon, January 27, 2020
The Humber Insurance Management Program (IMPG) was invited to the CICMA/CIAA Claims Conference on January 21st at the Metro Toronto Convention Centre.
IBAO Establishes Broker Mentorship Program with Humber
Mon, January 27, 2020
The mentorship is exclusive to Humber's Insurance Management program and complements other initiatives that have been offered by IBAO to students.
No news at this time.
Faculty of Business News
Students Receive Resume Tips From Recruitment Specialist
Mon, February 03, 2020
On January 29th, the Work-Integrated Learning (WIL) Centre hosted Saiyaf Alli, National Talent Acquisition and Sourcing Lead from Desjardins.
Saiyaf conducted a resume workshop for over 120 postgraduate students who are searching for work-integrated learning opportunities. The workshop involved a presentation on resumes with a focus on common errors to avoid. Students were engaged, asked questions and had the opportunity to meet with Saiyaf for resume reviews.
No news at this time.
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