Financial Services Fundamentals Program – A Quickie Credential to Build a Career in Financial Services Sector
A post-secondary financial services fundamentals program can help you quickly get to the world of work and build a career in ever growing financial services sector. The program is specially designed for those students who wish to benefit from emerging employment opportunities in continually expanding financial services environment.
Major Benefits of a Financial Services Fundamentals Program
- License to Consult Upon and Sell Mutual Funds
The financial services environment in Canada is rapidly changing. This is because the baby boom generation readies itself for retirement. This has led to the corresponding increase in the investments in financial services, especially mutual funds. This has given rise to the need for professionals who can offer consultation to clients upon and sell mutual funds and other financial products.
This program helps students gain knowledge and skills necessary to provide consultation to clients upon and sell mutual funds to them. However, the professionals must be licensed for being able to offer these services. The benefit is that the license in marketing, sales, business and communication is coupled with these financial service training. So, it makes graduates quickly employable.
- Marketing-Focused Positions
Financial services industry has cut down on the number of traditional entry-level jobs, such as bank tellers because of rationalization and consolidation. They have instead created more stimulating and higher-skilled positions due to increased competition, changed global scenario, advances in technology and increased focus on marketing.
The Financial Services Fundamentals program prepares students for marketing and selling mutual funds and other financial products. The program is designed in response to the changing industry needs.
About Financial Services Fundamentals in Canada
The one-year, post-secondary program in financial services fundamentals covers a wide range of subjects including:
- Financial accounting
- Canadian financial services
- Mathematics for finance
- Principles of marketing
- Corporate finance
- Canadian investment funds course
- Professional selling
- Communications
The graduates of this program can pursue their careers at banks, credit unions, financial planning organizations and investment fund companies.
Enrollment Guide
In order to apply for this program, students need:
- Secondary school diploma or equivalent
- English Grade 12 C or University or equivalent
- Mathematics Grade 11 M or 12 C or University or equivalent
Students currently in high school can also apply for this program. Their mid-term and final term scores will be automatically transmitted to the college.
Choosing a College in Canada
A number of colleges in Canada offer post-secondary programs in financial services fundamentals. But not all courses are coupled with license to sell and consult upon mutual funds. Centennial College’s financial service training program not only offers theoretical knowledge on various financial services to students, but it also equips graduates with the license to sell mutual funds.
The additional benefit that the college provides its students is that the courses are delivered by experienced faculty members who are professionals in the industry. In addition to this, the college also allows graduates of this program to apply their credits to continue their education into a two-year program to enhance their qualifications.
