2014/15 Program

Financial Planning

Our Program

Humber’s Financial Planning program provides a clear pathway to careers in the lucrative financial planning industry. It provides students with a broad range of financial, business and soft skills, plus the opportunity to earn the licences and designations that financial institutions are looking for in the professionals they hire. Become licensed to sell stocks, bonds, mutual funds, and a variety of insurance products, and connect with the financial heart of Canada through four-week work placements.

Program faculty are chosen for their expertise and experience in the financial services sector, and many continue to work in the industry.

Your Career

The baby boomers, that cohort of 40- to 60-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 business or act as a consultant.

Work Placement

Gain first-hand experience in the industry with a four-week work placement, which takes place either part time during the program or full time at the end of the program. Placements provide the valuable work experience employers seek.

Professional Accreditation, Endorsement and Recognition

This program is approved by the Financial Planning Standards Council (FPSC). Students will have the opportunity to seek their Certified Financial Planner (CFP) designation and to complete the Canadian Securities Course (CSC). Completion of the CSC is mandatory for those who wish to be licensed to sell stocks, bonds and mutual funds. Graduates will also be able to seek their Life Licence Qualification Program (LLQP), which is mandatory for those who wish to sell life, health and disability insurance.

Admission Requirements
  • A bachelor’s degree
  • Computer literate with the ability to use word processing software, spreadsheets, databases and the Internet for research
  • If English is not your first language, refer to the English Language Proficiency Policy

Note: For more information, refer to Selection Procedures.

Meeting the minimum requirements does not guarantee admission to the program.

Fees/Scholarships

The 2013/2014 fee for two semesters was

  • domestic $5,554.54
  • international $13,500.

Amounts listed are the total of tuition, lab and material fees, student service and auxiliary fees for the first two semesters of the 2013/2014 academic year. Fees are subject to change. Fees are subject to change. For more information, refer to Fees and Financial Assistance.

Additional Costs

This program prepares students to write the qualifying exams for the licences and designations required by the financial services ­industry. Costs for such licences and designations are in addition to the fees noted above, and are payable to and at the discretion of the associated governing body as follows:

  • Canadian Securities Course (CSC) 1 and 2 course materials and exam fees – $985
  • Insurance (LLQP) exam fees – $350
  • CFP designation FPE1 exam fee – $550.

Additional costs for textbooks and other program course materials – $1,200.

These costs are current as of January 2013 and are subject to change. For more information, refer to Fees and Financial Assistance.

Curriculum

Semester 1

Course Code Course Name
CFPD 501 Canadian Securities 1
CFPD 502 Income Tax Planning
CFPD 504 Risk Management and Estate Planning
CFPD 505 Retirement Planning
CFPD 506 Strategic Investment Planning
CFPD 514 Career Development and Integration Seminar

Semester 2

Course Code Course Name
CFPD 503 Insurance
CFPD 507 Canadian Securities 2
CFPD 508 Business Law
CFPD 509 Customer Service and Consumer Behaviour
CFPD 510 Capstone Course
CFPD 511 Professional Selling
CFPD 513 Financial Planning Field Placement