安大略省金融规划研究生证书

亨伯的金融计划研究生证书课程为在利润丰厚的金融服务行业（包括银行，投资公司，保险公司，金融计划公司等）提供了一条清晰的职业道路。我们的计划为您提供广泛的金融服务，业务和软技能，并有机会从他们雇用的专业人员中获得金融服务机构所寻找的许可证和名称。遵守经认证的理财规划师道德行为准则，业务标准，法规，法律和税务要求。建立和管理客户与计划者的关系。考虑到经济信息，分析和评估客户的财务数据，包括投资目标，人寿和健康保险，退休计划和房地产计划。制定并提出有关投资，退休计划，财产计划，人寿和健康保险的财务建议和/或替代
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. <br><br>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. The baby boomers, the cohort of 50- to 70-year-olds who account for one in three Canadians, are expected to be the wealthiest retirees in history, and will likely want help managing their assets for decades to come. Be in demand advising clients on investments, retirement, trusts, taxation and insurance. Find employment as a financial advisor, financial planner or investment advisor. Or, use your entrepreneurial skills and knowledge gained in the program to open your own financial services practice or act as a consultant