Financial Planning
Ontario Graduate Certificate
Program Code: 20791
Campus: IGS, Lakeshore
Length: 2 semesters starting in September
From first-time homebuyers to retiring baby boomers, there is no shortage of people looking for guidance in managing their finances. Our program will set you up with the skills to be an in-demand financial or investment planner/advisor, whether you choose to open your own financial services consultancy or take a position with a bank, investment firm, insurance company or financial planning firm.
With solid in-class instruction and a work placement, our program provides a clear pathway to careers in the lucrative financial services industry and provides you with a broad range of financial services, business and soft skills that will make you an attractive candidate to potential employers.
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.
Courses
Semester 1 |
Fall 2021 Delivery | Note |
|---|---|---|
| FIN 5001: Canadian Securities 1 | Online | |
| FIN 5004: Consumer Credit | Online | |
| FIN 5007: Foundational Skills of Financial Planning | Online | Hybrid; IGS Campus Only |
| FIN 5009: Risk Management and Insurance | Online | |
| FIN 5011: Fundamentals of Financial Planning | Online | |
| MKTG 5009: Professional Selling | Online | |
| WORK 5002: Career Development | Online/In-Person | Hybrid; Lakeshore Only |
Semester 2 |
Fall 2021 Delivery | Note |
|---|---|---|
| FIN 5002: Income Tax Planning | Online | |
| FIN 5003: Retirement Planning | Online | |
| FIN 5552: Canadian Securities 2 | Online | |
| FIN 5560: Estate Planning and Family Law | Online | |
| FIN 5561: Human Behaviour and Practice Management | Online | |
| FIN 5562: Integrated Financial Planning | Online/In-Person | Hybrid; IGS Campus Only |
| WORK 5503: Financial Planning Field Placement |
Admission Requirements
Applicants must meet all the requirements below in order to meet minimum program eligibility. Meeting minimum eligibility requirements does not guarantee an offer of admission. Admission decisions will be available via MyHumber, or by email and mail. Admission decisions will not be released by phone.
Admission selection is based on the following 3 requirements:
- .
Academic
To be eligible for admission, you must possess the following:
- A bachelor’s degree
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 program eligibility.
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 WES or ICAS evaluation.
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 2020-2021 fee for two semesters is:
- domestic: $5,831.98
- international: $17,027.00
Fees are subject to change.
Domestic Fees by Semester
| Semester 1 | Original 2020-2021 Fees | Fall 2020-Winter 2021 Fees | Summer 2021 Fees |
| Tuition | $2,397.08 | $2,397.08 | $2,397.08 |
| Compulsory Ancillary Fee | $434.91 | $319.30 | $346.92 |
| Compulsory Student Union Fee | $64.00 | $60.25 | $60.25 |
| Optional Student Union Fee | $20.00 | $0.00 | $0.00 |
| Program Ancillary Fee | $0.00 | $0.00 | $0.00 |
| Co-op/Placement | $0.00 | $0.00 | $0.00 |
| Total | $2,915.99 | $2,776.63 | $2,804.25 |
| Semester 2 | Original 2020-2021 Fees | Fall 2020-Winter 2021 Fees | Summer 2021 Fees |
| Tuition | $2,397.08 | $2,397.08 | $2,397.08 |
| Compulsory Ancillary Fee | $434.91 | $319.30 | $346.92 |
| Compulsory Student Union Fee | $64.00 | $60.25 | $60.25 |
| Optional Student Union Fee | $20.00 | $0.00 | $0.00 |
| Program Ancillary Fee | $0.00 | $0.00 | $0.00 |
| Co-op/Placement | $0.00 | $0.00 | $0.00 |
| Total | $2,915.99 | $2,776.63 | $2,804.25 |
International Fees by Semester
| Semester 1 | Original 2020-2021 Fees | Fall 2020-Winter 2021 Fees | Summer 2021 Fees |
| Tuition | $7,784.59 | $7,784.59 | $7,784.59 |
| Compulsory Ancillary Fee | $434.91 | $319.30 | $346.92 |
| Compulsory Student Union Fee | $64.00 | $60.25 | $60.25 |
| Optional Student Union Fee | $20.00 | $0.00 | $0.00 |
| Program Ancillary Fee | $0.00 | $0.00 | $0.00 |
| Co-op/Placement | $0.00 | $0.00 | $0.00 |
| Total | $8,303.50 | $8,164.14 | $8,191.76 |
| Semester 2 | Original 2020-2021 Fees | Fall 2020-Winter 2021 Fees | Summer 2021 Fees |
| Tuition | $7,784.59 | $7,784.59 | $7,784.59 |
| Compulsory Ancillary Fee | $434.91 | $319.30 | $346.92 |
| Compulsory Student Union Fee | $64.00 | $60.25 | $60.25 |
| Optional Student Union Fee | $20.00 | $0.00 | $0.00 |
| Program Ancillary Fee | $0.00 | $0.00 | $0.00 |
| Co-op/Placement | $0.00 | $0.00 | $0.00 |
| Total | $8,303.50 | $8,164.14 | $8,191.76 |
*Plus Mandatory Health Insurance fee once per academic year: Fall start - $420 Winter start - $280 Summer start - $140
Pathways
Humber offers a number of transfer options and pathway opportunities. Visit humber.ca/transferoptions or refer to the program page.
Contact Information
Program Specific Questions
Richard Kingston, Program Co-ordinator
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.
On October 21, 2019, the Provincial Government of Ontario announced the renaming of the Ministry of Training, Colleges and Universities (MTCU) to the Ministry of Colleges and Universities (MCU). Both names may appear on this website.
Select information only is included in this printable PDF. For complete program details, refer to humber.ca/programs.
Print/Download Date: June 24, 2021