Get the Skills to Become a Banking and Financial Customer Service Representative

A Banking Financial professional wearing a shirt and tie. Get a new career, start your Banking and Financial CSR Diploma Program at CCBST.
Become a Banking and Financial Service Provider, give knowledge and sound advice to help people grow their money

Banking and Financial CSR Diploma Program in as Little as 52 Weeks*

If you’re good at crunching ones and zeros and have keen instincts for investing, then consider becoming a Banking and Financial Services provider.

During the Banking and Financial-CSR Diploma program you’ll gain an understanding of financial markets and the Canadian business environment. You’ll learn to provide sound investment advice, and assist clients in setting and achieving financial goals.

Become a Confident Banking and Financial Representative

The Banking and Financial-CSR Diploma program will prepare you for employment in the field of banking and financial services by developing your knowledge and skills in financial planning, personal banking, investments and insurance.

Once the Diploma program is complete you’ll have been given the skills to meet the high proficiency standards needed to complete the professional designations and licensing courses in the financial services industry.

Are You Career Training Ready? Find Out! Take the CCBST “Career Training Readiness Quiz”

The fun, online quiz takes 3-minutes to complete and you’ll get a personalized report. Identify your strengths and social style plus the training and positions you’re best suited for. Get Your Career Training Readiness score now.

Course Outline

The Banking and Financial-CSR Diploma program will train you in areas such as:

  • Keyboarding
  • Microsoft Windows
  • 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

The Banking and Financial-CSR Diploma program also has an internship (practicum) component so you’ll graduate with confidence in your skills and abilities. CCBST is 100% responsible for finding a placement for you at an appropriate organization.

Career Opportunities

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

  • Clerk
  • Financial planner
  • Banking professional
  • Financial trading and investments

Funding Your Education

CCBST is an excellent option for individuals who want to get ahead without a major financial burden. At CCBST, tuition is more affordable than larger schools while maintaining the same quality of education.

You may also be eligible to receive OSAP (Government Financial Aid) as all CCBST programs are full time.

Lastly, you may qualify for Second Career Eligibility Ontario. The Second Career program provides support to laid-off employees who will benefit from retraining to find work. Please contact a CCBST admissions representative to see if you meet the criteria.

For more information about Financial Aid and Second Career Training click here.

Is a Professional Financial Career Right For You? Get More Info…

To learn more about our Banking and Finance programs and to find out if CCBST is right for you, fill out the form to receive more information. For immediate questions or to speak with a friendly CCBST Admissions Advisor, call Brampton 905-224-5241, Scarborough 416-800-6236, or North York 416-800-2664.

*52 week program length when completed in normal time.