Banking Financial Services Diploma Program

Description

IFIC course prepares students for employment in the field of banking and financial services by developing your knowledge and skills in financial planning, personal banking, investments and insurance.

The Banking and Financial - CSR program prepares graduates to meet the high proficiency standards needed to complete the professional designations and licensing courses in the financial services industry.

In addition to these, student who wanted to make a career in the insurance industry and preparing for an IFIC exam, for those students, CCBST offers IFIC course and IFIC mutual funds course at Brampton.

Students participating in this course will learn essential computer, financial and professional skills for career opportunities including working as a clerk, financial planner, banking professional, financial trading and investments.

Contact us for IFIC course or Exam!!

Banking Financial Services Diploma Course Objective

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 setting and achieving financial goals.

Know more about IFIC course:

Banking Financial Services Diploma Course Outline

• Keyboarding 
• Microsoft Windows 
• Word Level I and II 
• Excel Level I and II 
• PowerPoint 
• Outlook
• Bookkeeping 
• Bank Teller 
• LLQP Module -1 Life Insurance 
• LLQP Module -2 Accident and Sickness Insurance 
• LLQP Module -3 Segregated Funds and Annuities 
• LLQP Module -4 Ethics and Professional Practice 
• Investment Funds in Canada 
• Financial Planning 
• Conduct and Practices Handbook (CPH) 
• Stock Trading 
• Financial Office Assistance 
• Office Procedures 
• Interpersonal Skills 
• Customer Service 
• Business Communication 
• Internship

Improve your Knowledge for IFIC Exam:

Banking Financial Services Diploma Course Outcomes

Upon successful completion of IFIC mutual funds 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 and 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

Call us: 416-907-7908

Course Duration

52 weeks