Financial Planning
Ontario Graduate Certificate
Program Code: 20791
Campus: Downtown (IGS), Lakeshore
Length: 3 semesters
Humber’s Financial Planning graduate certificate program provides a clear pathway to careers in the lucrative personal financial services industry including banks, investment firms, insurance companies, financial planning firms among others.
Our program provides you with a broad range of personal 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. They also have extensive post-secondary teaching experience.
Gain first-hand experience in the personal financial services industry with a 160-hour (minimum) which may be completed full time in the third semester. Field experiences provide the valuable work experience employers seek.
Courses
Semester 1 |
|---|
| FIN 5001: |
| FIN 5004: |
| FIN 5007: |
| FIN 5009: |
| FIN 5011: |
| MKTG 5009: |
| WORK 5002: |
Semester 3 |
|---|
| WORK 5503: |
Admission Requirements
Admission selection is based on the following 3 requirements:
- .
Academic
To be eligible for admission, you must possess the following:
- A bachelor’s degree or equivalent
Mature Applicants
Diplomas and Certificates
An applicant is considered a mature applicant if they have not completed secondary school or other postsecondary school, and will be 19 or older as of the first day of classes. Humber will invite you for testing to demonstrate that you meet all listed course requirements.
Degrees
An applicant is considered a mature applicant if they have not completed secondary school or attended postsecondary studies, and will be 21 or older as of the first day of classes. Mature applicants for degree programs will be required to meet course requirements at the U/M level or equivalent.
College Transfer Applicants
Diplomas and Certificates
An applicant is considered a college transfer applicant if they have completed some or all of a college-level credential. Humber may use a combination of secondary school and/or college courses and grades to determine program eligibility.
Degrees
An applicant is considered a college transfer applicant if they have completed some or all of a college-level credential. Humber may use a combination of secondary school and/or college courses and grades to determine program eligibility. Applicants must have an overall minimum grade point average (GPA) of 65 per cent in the program. Applicants are required to disclose and provide academic transcripts for all course work completed at the postsecondary level.
University Transfer Applicants
Diplomas and Certificates
An applicant is considered a university transfer applicant if they have completed some or all of a university-level credential. Humber may use a combination of secondary school and/or university courses and grades to determine program eligibility.
Degrees
An applicant is considered a university transfer applicant if they have completed some or all of a university-level credential. Humber may use a combination of secondary school and/or university courses and grades to determine program eligibility. Applicants are required to disclose and provide academic transcripts for all course work completed at the postsecondary level.
- .
English Language Proficiency
All applicants whose first language is not English must meet Humber’s English Language Proficiency Policy.
- .
International Credit Evaluation
Canadian citizens or permanent residents with international education are required to provide a credential evaluation. Note, for international High school education course by course evaluations, ICAS must be used. For international post-secondary education, a WES evaluation must be provided. In situations where you expect to apply for transfer credit, it is recommended that a course by course WES evaluation is completed.
How to Apply
Applications are made through ontariocolleges.ca. See program page for details.
International Academic Equivalency
Admission equivalencies for Humber depend on your country of study. Please see admission requirements on the program page to enter your location.
Post-Admission Requirements
Once you have been accepted, and have confirmed your offer, you may need to complete a further set of requirements related to your program (Post-Admission Requirements).
Software Requirements
Proficiency in the use of word processing, database and spreadsheet software.
Fees
The 2024/2025 fee for three semesters was:
- domestic: $6,187.70
- international: $19,168.98
Fees are subject to change.
Domestic Fees by Semester
| Semester 1 | 2021-22 Fees |
| Tuition | $2,177.08 |
| Compulsory Ancillary Fee | $444.09 |
| Compulsory Student Union Fee | $66.00 |
| IGNITE Health and Dental Insurance Fee | $111.12 |
| Enhanced Student Experience Fee (Optional) | $20.00 |
| Program Ancillary Fee | $0.00 |
| Co-op/Placement | $0.00 |
| Total | $2,818.29 |
| Semester 2 | 2021-22 Fees |
| Tuition | $2,177.08 |
| Compulsory Ancillary Fee | $444.09 |
| Compulsory Student Union Fee | $66.00 |
| IGNITE Health and Dental Insurance Fee | $111.12 |
| Enhanced Student Experience Fee (Optional) | $20.00 |
| Program Ancillary Fee | $0.00 |
| Co-op/Placement | $0.00 |
| Total | $2,818.29 |
| Semester 3 | 2021-22 Fees |
| Tuition | $440.00 |
| Compulsory Ancillary Fee | $0.00 |
| Compulsory Student Union Fee | $0.00 |
| IGNITE Health and Dental Insurance Fee | $111.12 |
| Enhanced Student Experience Fee (Optional) | $0.00 |
| Program Ancillary Fee | $0.00 |
| Co-op/Placement | $0.00 |
| Total | $551.12 |
International Fees by Semester
| Semester 1 | 2021-22 Fees |
| Tuition | $8,667.72 |
| Compulsory Ancillary Fee | $444.09 |
| Compulsory Student Union Fee | $66.00 |
| IGNITE Health and Dental Insurance Fee | $111.12 |
| Enhanced Student Experience Fee (Optional) | $20.00 |
| Program Ancillary Fee | $0.00 |
| Co-op/Placement | $0.00 |
| Total | $9,308.93 |
| Semester 2 | 2021-22 Fees |
| Tuition | $8,667.72 |
| Compulsory Ancillary Fee | $444.09 |
| Compulsory Student Union Fee | $66.00 |
| IGNITE Health and Dental Insurance Fee | $111.12 |
| Enhanced Student Experience Fee (Optional) | $20.00 |
| Program Ancillary Fee | $0.00 |
| Co-op/Placement | $0.00 |
| Total | $9,308.93 |
| Semester 3 | 2021-22 Fees |
| Tuition | $440.00 |
| Compulsory Ancillary Fee | $0.00 |
| Compulsory Student Union Fee | $0.00 |
| IGNITE Health and Dental Insurance Fee | $111.12 |
| Enhanced Student Experience Fee (Optional) | $0.00 |
| Program Ancillary Fee | $0.00 |
| Co-op/Placement | $0.00 |
| Total | $551.12 |
*Plus Mandatory Health Insurance fee once per academic year: Fall start - $420 Winter start - $280 Summer start - $140
Equipment & Device Requirements
All Semesters
| Details and Specifications | Minimum Specifications | Recommended Specifications |
| Processor | Dual-core processor | Quad-core processor |
| OS | Window 10 or IOS | Window 10 |
| Memory | 8 GB of RAM | 16 GB of RAM |
| Storage | 100 GB HDD | 512 GB SSD |
| Monitor | Laptop computer (not a notebook such as a Chromebook or a tablet) recently purchased; last 18 months | Laptop computer (not a notebook such as a Chromebook or a tablet) recently purchased; last 18 months |
| Other | Built-in WiFi, a microphone and a webcam | Built-in WiFi, a microphone and a webcam. Long battery life (strongly recommended) |
Additional Costs
Industry associations charge fees for access to the exams and the materials required to study for the exams. While alternate texts are available, it is highly recommended that students purchase these specific materials for those classes. Approximate total costs for these fees - $2,600. Students should consult the industry association websites (below) to determine the current costs for these fees.
- Canadian Securities Course (CSC) (csi.ca/student/en_ca/home.xhtml)
- Insurance (HLLQP) (oliverslearning.hllqp.com/home/hllqp)
- CFP designation (https://www.fpcanada.ca/)
Approximately $1,200 - textbooks and other course materials.
$440 - additional registration fee applicable to placements completed after the final semester of the program.
Pathways
Humber offers a number of transfer options and pathway opportunities. Visit humber.ca/transferoptions or refer to the program page.
Contact Information
Richard Kingston,
program co-ordinator
Longo Faculty of Business
416.675.6622 ext. 3227
richard.kingston@humber.ca
Admissions Questions
Domestic Students
416-675-5000
enquiry@humber.ca
International Students
Contact the International Centre
international.humber.ca/contact
1-416-675-5067
Every attempt is made to ensure that information contained on this website is current and accurate. Humber reserves the right to correct any error or omission, modify or cancel any course, program, fee, timetable or campus location at any time without prior notice or liability to users or any other Person.
Select information only is included in this printable PDF. For complete program details, refer to humber.ca/programs.
Print/Download Date: November 17, 2024