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4 Semesters (2 Years)
Credential Awarded
Ontario College Diploma

About the Program

This two-year diploma program equips you to succeed in the growing front–line client service areas of Canada's banking, insurance and investment sectors. You will learn about fundamental business principles and practices as well as specialized courses in financial planning, contact centre operations, mortgage lending and mutual funds.

Your Career

As a graduate of this program, you may pursue future career options, such as:

  • Outbound and inbound customer service officer
  • Retail banking officer
  • Customer service representative
  • Mortgage specialist
  • Insurance consultant

Related Careers


Throughout this program you will develop the following skills:

  • The collection, analysis and synthesis of information and products for clients
  • Integrated insurance solutions
  • Mortgage brokerage industry
  • Call centre technology
  • Developing and implementing financial strategies

Professional Certification

As a successful graduate of this program, you will:

  • Complete the Canadian Investment Funds Course (CIFC)®
  • Qualify for registration for sell mutual funds license
Courses within the School of Accounting and Financial Services remain current for 10 years according to CPA policy. Any credits completed more than 10 years prior to an application for transfer credit or equivalency will not be considered. More information is available on the Life of a Credit web page.