Graduate Certificate - Financial Planning (20791)

Program Overview

Humber’s Graduate Certificate in Financial Planning is designed to pave the way for students aiming to enter the thriving personal financial services industry. This program equips students with a comprehensive understanding of personal financial services, business acumen, and essential soft skills. Graduates will have the opportunity to earn the necessary licenses and designations that financial institutions seek in their professionals. The faculty comprises experienced industry experts who not only teach but also actively engage in the financial services sector, ensuring that students receive relevant and practical knowledge.

Program Structure

The Graduate Certificate in Financial Planning spans 3 semesters, providing a robust framework for students to develop their skills and knowledge in financial planning. The program offers various delivery options, including:

• In-Person Classes
• Online Asynchronous Courses
• Online Synchronous Courses
• Hybrid Courses (a mix of in-person and online)

Students can choose the format that best suits their learning style and schedule. Additionally, the program includes an optional co-operative education component, allowing students to gain practical experience through paid work terms in their field of study. This hands-on approach enhances the learning experience and prepares students for real-world challenges in the financial services industry.

Featured Experiences

• Field Experience: A minimum of 160 hours of field experience in the personal financial services industry, providing valuable work experience that employers seek.
• Work-Integrated Learning (WIL): Opportunities to apply classroom knowledge in real-world settings through partnerships with various academic and industry organizations.
• Professional Practicum: Students gain practice-based experience under the supervision of experienced professionals, enhancing their skills and employability.
• Co-operative Education: Optional paid work terms that allow students to progressively take on more complex roles as their skills develop.

Career Options

Graduates of the Graduate Certificate in Financial Planning can pursue a variety of career paths in Canada, including:

• Financial Advisor: Provide clients with advice on investments, estate planning, and retirement strategies.
• Financial Planner: Help clients create comprehensive financial plans to achieve their long-term financial goals.
• Investment Advisor: Specialize in managing client portfolios and advising on investment opportunities.
• Insurance Agent: Assist clients in selecting insurance products that meet their needs and financial situations.
• Consultant: Use entrepreneurial skills to offer financial consulting services to individuals or businesses.

With the growing demand for financial services, especially among the aging population, graduates can expect a rewarding career in this field.

DISCLAIMER: The information above is subject to change. For the latest updates, please contact LOA Portal's advisors.