Diploma Programs
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Toronto Campus
Scarborough Campus
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Students will be eligible to write the Canadian Securities Course (CSC) License and the Life License Qualification Program (LLQP) exams.
The banking and Financial Services program prepares you for a rewarding career in customer service and sales in the banking and other financial services industry.
In this program, you will learn the banking business and gain valuable financial industry knowledge to excel in your professional world. You are introduced to financial products and services as well as financial planning and advising. At the end of the diploma, you will be fully equipped to thrive in a fast-paced environment with knowledge of the Financial Services industry
In addition, you will learn financial planning fundamentals in a computerized environment and gain professional experience towards achieving sales targets by building on strong customer relationships and negotiation skills. You will also learn complete regulatory compliance on Privacy, Anti-Money Laundering/Anti-Terrorist Financing, FCAC, CDIC, and Occupational Health & Safety Acts as they relate to the sale of financial products, customer information management, especially Know Your Customer (KYC) requirements, and finally, you will achieve full confidence in promoting financial products and services by analyzing customers’ needs and recommending the appropriate products; overcome objections and close the sale.
What You Will Learn
- Career Exploration
- Microsoft Office 2016
- G-Suite Digital Tools
- Sales and Service
- The Canadian Financial Sector
- Consumer Credit
- Business Math Fundamentals
- Canadian Securities Course I
- Canadian Securities Course II
- Life License Qualification Program
- Financial Planning Fundamentals
- Behavioural Finance
- Financial Planning for Business Owners
- Estate Planning
- Financial Planning Software Tools
- Career Development
Admission Requirements
- Grade 12 or equivalent or mature student status and a passing score on the entrance examination.
Your Future Looks Bright
After completion of this program students may find work as:
- Financial Services Officer
- Financial CSR
- Personal Banking Officer
- Financial Sales Representative
- Mutual Funds Assistant / Processor
- Loan Officer
- Financial Advisor
- Registered Investment Representative
- Securities Trader