Graduate Certificate in Financial Planning

Humber Polytechnic - Downtown Campus�International Graduate School (IGS)

Canada,Ontario

 3 Shortlist

12 Months

Duration

CAD 19,588/year

Tuition Fee

CAD 100 FREE

Application Fee

Jan 2025

Apply Date

Canada, Ontario

Type: College

Location Type: Urban

Founded: 1967

Total Students: 52,800 +

Int. Students: 3,800 +

Campus Detail

Main Campus Address

59 Hayden Street Toronto, ON Canada, M4Y 2P2

Graduate Certificate in 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.

Learning Outcomes

  • 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 four-week work placement taking place either part time during the program or full time at the end of the program. Placements provide the valuable work experience employers seek.