Information on financial services fundamentals program
Information on Financial Services Fundamentals Program
Looking for a quickie credential to pursue a career in financial services? Then, a financial services
fundamentals program may be for you. This one-year course prepares you for entry-level
employment with banks, credit unions, investment fund companies and financial planning
The one-year program runs through two semesters, helping you build strong fundamentals in
corporate finance, professional selling and business communication. It’s an intensive program that
covers a wide range of subjects, including Financial Accounting, Mathematics of Finance, Principles
of Marketing and Corporate Finance. In addition, you also gain deep understanding in Canadian
Financial Services and Canadian Investment Funds Course.
The program provides you with a clear understanding of the Canadian financial system and the
processes, procedures and requirements of selling financial instruments in the country. The
objective of the program is to prepare you for offering consultancy and selling mutual funds to
clients of the organization you work for.
If you have completed your secondary school education, you can apply for this program. You will
need to send a completed application form, along with required supporting, such as a copy of
secondary school diploma certificate, and scores of English Grade 12C or University, or equivalent
and scores of Mathematics Grade 11M or 12C or University, or equivalent.
However, having completed secondary education or meeting eligibility criteria doesn’t guarantee
your admission in this program. Your applications and documents are evaluated by the program
coordinator before making a decision.
The financial service training program offers you numerous benefits. First, it gives you quickie
credentials to enter the world of work. Second, it includes a course leading to license to sell
mutual funds. However, this incurs costs in addition to tuition fee. Third, it offers strong
employment prospects. Fourth, the knowledge in financial services is coupled with the
understanding in marketing, sales, business and communication.
Consolidation within the financial services industry has reduced the number of traditional entry-
level jobs in banks and financial institutions. However, it has resulted in the significant demand for
higher-skilled professionals at entry level, who not only have deep understanding of the Canadian
financial services industry but also are marketing-focused, technologically-sound and are capable
of working in a global financial environment.
The demand for qualified and licensed financial services professionals has increased significantly.
And this particular course helps you in gaining the knowledge and skills required to enter the
Studying Financial Services Fundamentals in Canada
Numerous Canadian colleges offer such programs at undergraduate and graduate level. However,
not all may meet your specific educational and career goals. Therefore, it is really important to
choose a course carefully. This is because your selection of college or program will have a direct
impact on your career upon graduation.
Centennial College’s financial services fundamentals may be the right choice for you. It is an
intensive course that covers all aspects of selling mutual funds or other financial products. The
program is delivered by experienced faculty members who have strong backgrounds in academics
as well as industry.