Humber Polytechnic

Canada
1 Scholarships 74 Programs 3 Degree levels

Financial Planning

Offered at Humber Polytechnic, Canada
FieldGrad Cert Financial Planning
Duration18 months
Tuition19408.00

Overview

The Graduate Certificate in Financial Planning at Humber Polytechnic builds practical skills in advising clients on investments, retirement planning, insurance, and taxation. You’ll also develop professional communication and sales capabilities used in financial services roles.

About this programme

Overview

The Graduate Certificate in Financial Planning at Humber Polytechnic equips students with essential skills for advising clients on investments, retirement planning, insurance, and taxation. This program emphasizes the development of professional communication and sales abilities crucial for success in financial services roles.

What you'll study

Core courses typically include:

  • Canadian Securities
  • Consumer Credit
  • Skills of Financial Planning
  • Risk Management and Insurance
  • Financial Planning
  • Professional Selling
  • Career Development

How you’ll learn: The curriculum is designed to blend theoretical financial knowledge with practical planning and client communication skills. Course content prepares you to apply concepts to real-world advisory situations.

Curriculum details: For the latest course sequence, term-by-term schedule, and information on electives or capstone requirements, please refer to the official programme curriculum on the Humber Polytechnic website.

Entry requirements

Academic requirements

Applicants must possess a bachelor’s degree from an accredited institution. Admission is evaluated based on the overall application and eligibility criteria.

English requirements

  • Duolingo English Test: 125
  • TOEFL iBT: 88
  • PTE Academic: 61
  • IELTS: 6.5

Other requirements

  • A bachelor’s degree
  • Canadian citizens or permanent residents with international education may need to provide a WES or ICAS evaluation.
  • Additional documents such as transcripts and proof of English proficiency may be requested during the application review.

Note: Always check the Humber Polytechnic programme page for the latest entry requirements and document checklist.

Career prospects

Graduates of the Financial Planning program can pursue various career paths in the financial services sector, including roles as financial planners, investment advisors, and insurance consultants. The skills acquired in this program prepare you to effectively assist clients in achieving their financial goals while navigating the complexities of financial planning.

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Programme details are indicative and may change — always verify current information with the official university website before applying.