Financial Planning
| Study location | Canada, Ontario, Toronto |
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| Type | Graduate Certificate, College |
| Nominal duration | 1 year/ 3 semesters, includes 1 work placement |
| Study language | English |
| Course code | 20791 |
| Tuition fee | CA$18,918 per program The fees are for the 2023–2024 academic year and include tuition, health insurance and ancillary charges. The fees displayed are estimates only for three semesters and are subject to change. |
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| Registration fee | CA$375 one-time The registration fee includes the non-refundable application fee (CA$75) and the refundable deposit fee (CA$300). Please REVIEW the EdviseCanada`s fee policy. |
| Entry qualification | Undergraduate Diploma (or higher) To be eligible for admission, you must possess:
Note: This program is available for conditional offer if the applicant meets all academic requirements other than English. The entry qualification documents are accepted in the following languages: English. |
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| Language requirements | English For direct admission, if English is not your first language, OR you did not complete a minimum of two full years of successful study in an accredited university degree program/college diploma program in a country OR in a postsecondary institution where English is the primary language of instruction, you must provide one of the English language proficiency tests below:
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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.
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 valuable work experience employers seek.
Career opportunities
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 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.