Financial Planning (2015/16 Program)

Campus: 
Program Code: 
20791
Banner Program Code: 
FIN_PLAN_GC
Program Length: 

Two semesters, beginning in September

Contact Information: 

Richard Kingston
Program co-ordinator
416.675.6622 ext. 3227
richard.kingston@humber.ca
business.humber.ca

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. 

Additional Requirements

• Proficiency in the use of word processing, database and spreadsheet software

Fees/Scholarships

The 2014/2015 fee for two semesters was
– domestic $5,709.16
– international $14,400.

Amounts listed are the total of tuition, lab and material fees, student service and auxiliary fees for the first two semesters of the 2014/2015 academic year. Fees are subject to change. For more information, refer to Fees and Financial Assistance.

Additional Costs

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 – $985
– Insurance (LLQP) exam fees – $399
– CFP designation FPE1 exam fee – $550.

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

These costs are current as of May 2014 and are subject to change. For more information, refer to Fees and Financial Assistance.

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.

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.

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 Licence Qualification Program (LLQP), which is mandatory for those who wish to sell life, health and disability insurance.

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.

List of Courses
Semester 1
Course Code Course Name
FIN 5001 Canadian Securities 1
FIN 5002 Income Tax Planning
FIN 5003 Retirement Planning
FIN 5005 Strategic Investment Planning
MGMT 5000 Risk Management and Estate Planning
WORK 5002 Career Development and Integration Seminar
Semester 2
Course Code Course Name
BUS 5553 Business Law
FIN 5500 Insurance
FIN 5552 Canadian Securities 2
FIN 5554 Customer Service and Consumer Behaviour
FIN 5555 Capstone Course
MKTG 5009 Professional Selling
WORK 5503 Financial Planning Field Placement