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Welcome to the CCBST Canadian College of business science and technology Our one of a kind business, science and technology college has been created and established as a private career college in Toronto Ontario. We provide first class facilities and training to help students form professional opportunities for their future. Our entirely Canadian owned and operated private college has been producing graduates that are ready to work with minimal training in their career of choice, for 9 years. Our program organizers and educators have real world experience allow us to structure programs to better prepare students with the practical skills they will need for the workplace, as well as the detailed knowledge they will need to become successful professionals. Our private Toronto college has a wide array of programs including: Diploma: Paralegal Accounting & Payroll-Business Administration Administrative Assistant Home Inspection Diploma Business Administration CSR-Banking and Financial Services Web Technician Network Technician Microsoft Server Exchange Sharepoint Administrator Microsoft Asp Net Developer Health Office Administrator Personal Support Worker(PSW) Early Childcare Assistant(ECA) Certificate: CCIE - R & S Graphic Design Business System Analysis Each of these programs presents career opportunities from convienently located campuses. With three current campuses across the GTA we offer convience and quality education and facilities across southern Ontario. Proof of the value in each one of our diploma and certificate programs can be found across multiple industries. Since the Canadian College of Business, Science and Technology became a registred body with the ministry of training, college and universities act, Many of the first alumni can now be found across multiple industries in secure positions. Many of our alumni are also now working in positions at the top of their field. If you are interested in any of our core programs or you would like to take a tour of our facilities, please fill out the form below or give us a call today.
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CSR-Banking & Financial


Description

This course prepares students for employment in the field of banking and financial services. Students participating in this course will learn essential computer, financial, and professional skills. They will gain knowledge of the processes required to work as a clerk, an assistant to financial planner, and assistant to banking officer within the financial sector, or to start their own business. With an understanding of the various types of trading and investments, students will be able to apply the technical and fundamental trading principles they learn as they begin their new career. Upon completion, students will be able to process cash deposits and withdrawals, process cheque and credit card payments, generate money orders and certified cheques, open accounts, sell travelers cheques, trade stocks, balance daily transactions using calculators and computer programs, prepare customer statements, answer customer inquiries and assist those who provide investment and financial advice. In addition, students will learn computer software applications, word processing and spreadsheets which are an asset to any position. This program includes modules such as customer service, and business skills valuable to all occupations including working as a bank teller or assistant to various financial service providers. 

Objective

The objective of this program is to help the student develop the skills and competences needed to succeed in banking and finance, in both the public and private sector.Through providing a fundamental understanding of financial markets and the Canadian business environment, students will learn to provide sound investment advice and assist clients in achieving financial goals.

Outline

  • Keyboarding
  • Microsoft Windows 8
  • Word
  • Excel
  • PowerPoint
  • Outlook
  • Bookkeeping & Accounting I
  • Financial Office Assistance
  • Customer Service
  • Bank Teller
  • Canadian Insurance Course I (CIC-I)
  • Canadian Insurance Course II (CIC-II)
  • Introduction to Funds
  • Understanding of Funds
  • Introduction to Financial Planning
  • Fundamentals of Financial Planning 1
  • Fundamentals of Financial Planning II
  • Conduct and Practices Handbook (CPH)
  • Stock Trading I
  • Stock Trading II
  • Business English Communication
  • Office Procedures
  • Interpersonal Business Skills

Outcomes

Upon successful completion of this course student will be able to:

  • Provide  investment information and service to clients, including setting financial  goals and financial planning
  • Understand the Canadian securities industry and regulations
  • Explain  how market and economic events impact investment performance
  • Review financial literature to identify potential investments for clients
  • Use Microsoft applications to create/edit reports and other documents
  • Collect financial and investment information about companies, stocks, bonds and other investments
  • Prepare company, industry and economic outlooks, reports, notes and correspondence
  • Understand financial instruments such as fixed income, equities, managed products, structured products, fee based accounts and derivatives
  • Review financial periodicals, stock and bond reports, business publications and other material to identify potential investments for clients
  • Monitor client's investment portfolios, and ensure that investment transactions are carried out according to regulations

Opportunities

Graduates of this program will be able to start their career with entry-level positions in medium to large-sized companies such as

  • Credit unions
  • Mutual fund companies
  • Insurance companies
  • Banks
  • Securities Sales Assistants
  • Assistant Investment Brokers and Advisors
  • Stock Traders
  • Financial Services Representatives
  • Assistant to Financial Planners
  • Assistant to Personal Banking Officers
  • Assistant to Insurance Brokers

Course Duration :

49 Weeks

 

Call now @ 1-800-250-9032 or Click here to book an appointment 

 

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