Financial Planning

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.

This program provides students with a broad range of personal financial services, business and soft skills plus the opportunity to earn the licenses’ and designations that financial services institutions are looking for in the professionals they hire.

What You’ll Learn

• 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.