Financial Planning
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.
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.
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.
The Humber Advantage
Loading slider...
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.
Related Programs
Program Availability
| START DATE | LOCATION | STATUS |
|---|
| START DATE | LOCATION | STATUS |
|---|---|---|
| September 2023 | Lakeshore | Open |
| START DATE | LOCATION | STATUS |
|---|---|---|
| May 2023 | IGS | Closed |
| START DATE | LOCATION | STATUS |
|---|---|---|
| September 2023 | IGS | Waitlisted |
| September 2023 | Lakeshore | Closed |
| January 2024 | IGS | Opening Soon |
International students can now apply to this program at Humber’s new International Graduate School (IGS).
Humber Students Benefit from Five Centres of Innovation (COIs)
The Humber Centres of Innovation Network demonstrates our strong commitment to providing an experiential learning environment for students. Students and faculty work with industry partners on real-world challenges to prepare them to become the innovative and strategic problem-solvers of tomorrow. Come to Humber and experience interdisciplinary learning across five COIs.
About the COIsNews Feed
Accounting Alumna Places in Top 1% on Common Final Examination
Wed, January 11, 2023
Professional Accounting Practice graduate Melissa Pettau achieved the Honour Roll on the Chartered Professional Accountants (CPA) Canada Common Final Examination (CFE).
Holiday Party Raises Donations for Youth Without Shelter
Fri, January 06, 2023
On December 21st, the Longo Faculty of Business hosted its annual holiday party in person for the first time in two years and was held in the newly renovated office space at the North campus.
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.
International Students can Stack and Stay Longer in Canada!
Find Out How