Financial Planning
Program Overview
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.
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 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 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.
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
Insurance Management – Property and Casualty
Credential: Ontario Graduate Certificate
Length: 3 semesters
Program Availability
| START DATE | LOCATION | STATUS |
|---|---|---|
| January 2022 | IGS | Not Available |
| May 2022 | IGS | Not Available |
| START DATE | LOCATION | STATUS |
|---|---|---|
| September 2022 | Lakeshore | Open |
| September 2022 | IGS | Not Available |
Domestic students can now apply on OCAS to this program at Humber’s new International Graduate School (IGS).
| START DATE | LOCATION | STATUS |
|---|---|---|
| January 2022 | IGS | Closed |
| May 2022 | IGS | Open |
| START DATE | LOCATION | STATUS |
|---|---|---|
| September 2022 | Lakeshore | Open |
| September 2022 | IGS | Open |
International students can now apply to this program at Humber’s new International Graduate School (IGS).
News Feed
DBSA Hosts a Virtual Industry Panel Event
Thu, November 11, 2021
Thanks to the Program Advisory Committee members of the Digital Business Management BComm program for joining our first Industry Panel event for the 2021-2022 academic year: Workplace Post-COVID.
Fundraising Graduate Certificate Gets Certified Fund Raising Executive (CFRE) Approval!
Fri, October 01, 2021
Fundraising may be the least known best profession needed in the world today. With excellent employment opportunities, career development paths, and compensation, it's more than just a job.
No news at this time.
News Feed
CEO of Operation Smile Inspires Students and Hires Grads!
Wed, November 17, 2021
Mark Climie-Elliot, CEO & Chief Smile Officer of Operation Smile is no stranger to Humber Fundraising Management and the International Development postgrad programs.
Grads Give Back Season 2: Episode 2 - Deidra Hunter
Wed, November 17, 2021
Deidra Hunter is an entrepreneur with the creativity and energy to get things done! You’ll want to listen to her insights on what really works to land that first job and how to carve your path.
No news at this time.
News Feed
Financial Planning Students Win CIFP National Case Competition Championship
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.
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.
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HOW TO APPLY
ADMISSION REQUIREMENTS
POST-ADMISSION REQUIREMENTS
EQUIPMENT & DEVICE REQUIREMENTS
FEES & SCHOLARSHIPS
PATHWAYS
CONTACT US
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
If you have questions about these Equipment & Device Requirements contact:
Richard Kingston, program co-ordinator
416.675.6622 ext. 3227
richard.kingston@humber.ca
Fees
The 2021-2022 fee for three semesters was:
- domestic: $5,796.48
- international: $18,048.00
Fees are subject to change.
Fees by Semester
Domestic Fees International FeesAdditional 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.
- Canadian Securities Course (CSC) (csi.ca/student/en_ca/home.xhtml)
- Insurance (HLLQP) (oliverslearning.hllqp.com/home/hllqp)
- CFP designation FPE1 (fpsc.ca/)
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.
Pathways
Pathways are academic routes that students can take to move from one credential to another.
PATHWAYS OUT TO ANOTHER PROGRAM:
TO A PARTNER INSTITUTION
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% may receive up to 6 credits towards the Masters of Leadership and Public Administration (MLPA) 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.
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.
Coordinator of Study Abroad and International Student Admissions
Patricia.Mahaffey@CentenaryUniversity.edu
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.
INTERNATIONAL STUDENTS
If you’re an international student, you can apply directly to Humber via our International Centre.
