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.

Is a Business Career Right for You? Find Out! Take the CCBST "Business Career Training Readiness Quiz"

This 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 Business career training readiness score now >>

The best way to see if CCBST is the right fit for you is to see it for yourself. You can tour our facilities, and meet with both students and instructors. Book a Tour Now or Get more information.

Course Outline

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

  • Keyboarding
  • Microsoft Windows
  • Word Level I and II
  • Excel Level I and !!
  • 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

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.

Thank you to all my teachers and CCBST for taking the time to teach me. I have learned a lot, and I feel that you have prepared me very well … You gave me the skills, knowledge, and confidence I need to be successful in my job. Many thanks to you all.
Maria Teresa

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 647-479-0986
Scarborough 416-769-9965
North York 416-960-5621
Mississauga 647-479-5612

*52 week program length when completed in normal time.