Banking and Financial-CSR

Develop the knowledge and confidence to guide clients in making smart financial decisions.

This 52-week online diploma (42 weeks of coursework + 10-week internship) provides the foundation to build a rewarding career in banking, investments, and financial services.

You’ll gain an understanding of financial markets, personal banking, investment strategies, and the Canadian financial system. Throughout the program, you’ll also strengthen your communication and customer service skills — essential for working with clients and helping them achieve their financial goals.

Become a Confident Banking and Financial Representative

During the Banking and Financial CSR Diploma program, you’ll learn:

Keyboarding
Microsoft Windows
Microsoft Word – Level 1 & 2
Microsoft Excel – Level 1 & 2
PowerPoint
Outlook
Bookkeeping
Bank Teller Operations
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

After completing your coursework, you’ll take part in a 10-week internship, where you’ll apply your financial and customer service skills in a professional banking or investment setting.

Professional Pathways:

With the Banking and Financial CSR Diploma program, you’ll learn essential computer, financial, and professional skills that will prepare you for positions such as:

Clerk
Financial Planner
Banking Professional
Financial Trading and Investments

This program equips you with the knowledge, confidence, and technical foundation to build a successful career in the financial services sector.