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Financial Planning

Financial Planning (2016-2017)

How to Apply

Program Code



Program Length

Two semesters, beginning in September


We Are Accountants Marketers and Paralegals

Contact Information

Richard Kingston, program co-ordinator
416.675.6622 ext. 3227


The 2016/2017 fee for two semesters is
– domestic $6,028.12
– international $14,800.
Amounts listed are the total of tuition, lab and material fees, student service and auxiliary fees for the first two semesters of the 2016/2017 academic year. Fees are subject to change.

Our program prepares you 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 – $995
– Insurance (LLQP) exam fees – $450
– CFP designation FPE1 exam fee – $600.
Additional costs for textbooks and other program course materials – $1,200.

These costs are current as of May 2015 and are subject to change.


Start DatesAvailability
2016 SeptemberOpen

Admission Requirements

To be eligible for admission, you must possess the following:
• A bachelor’s degree

All applicants whose first language is not English must meet Humber’s English Language Proficiency Policy.

Selection: Admission selection is based on the academic criteria indicated. Meeting minimum eligibility requirements does not guarantee admission.

Our Program

Humber’s Financial Planning graduate certificate program provides a clear pathway to careers in the lucrative financial planning industry.

Our program provides you 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.

List of Courses

How to Apply

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 business or act as a consultant.

Professional Accreditation, Endorsement and Recognition

Our program is approved by the Financial Planning Standards Council (FPSC). You will have the opportunity to seek your 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 License Qualification Program (LLQP), which is mandatory for those who wish to sell life, health and disability insurance. See Additional Costs.

Work Placement

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


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