Banking & Financial-CSR Program | CCBST

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Banking Financial-CSRProgram
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Objective

• Through providing a fundamental understanding of
  financial markets and the Canadian business
  environment, students will learn to provide sound
  investment advice, and assist clients in setting
  and achieving financial goals.

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Description

• In addition to these, student who wanted to make
  a career in the insurance industry and preparing
  for an IFIC exam, for those students, CCBST
  offers IFIC course brampton and IFIC mutual funds
  course at Brampton.
• Students participating in this course will learn
  essential computer, financial and professional
  skills for career opportunities including working
  as a clerk, financial planner, banking
  professional, financial trading and investments.

• IFIC course prepares students for employment in
  the field of banking and financial services by
  developing your knowledge and skills in financial
  planning, personal banking, investments and
  insurance.
• The Banking and Financial - CSR program prepares
  graduates to meet the high proficiency standards
  needed to complete the professional designations
  and licensing courses in the financial services
  industry.

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Course Outline
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• Keyboarding
• Microsoft Windows 8
• Word
• Excel
• PowerPoint
• Outlook
• Bookkeeping Accounting I
• Office Procedures

• Interpersonal Business Skills
• 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

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Course Outcomes
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Upon successful completion of IFIC mutual funds
course student will be able to

• Provide investment information and service to
  clients, including setting financial goals and
  financial planning
• Understand the Canadian securities industry and
  regulations
• Explain how market and economic events impact
  investment performance

• Review financial literature to identify potential
  investments for clients
• Use Microsoft applications to create and edit
  reports and other documents
• Collect financial and investment information
  about companies, stocks, bonds and other
  investments

• Understand financial instruments such as fixed
  income, equities, managed products, structured
  products, fee based accounts and derivatives
• Review financial periodicals, stock and bond
  reports, business publications and other material
  to identify potential investments for clients
• Monitor client's investment portfolios and ensure
  that investment transactions are carried out
  according to regulations

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Course Duration

• 52 weeks

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Contact Us

• Scarborough Campus
• Address
• 208-4900
• Sheppard Avenue East
• Toronto, Ontario,
• M1S 4A7. CANADA
• Numbers
• 416-907-4733
• Email
• info.east_at_ccbst.ca

• Brampton Campus
• Address
• Unit 110,
• 350 Rutherford Road
• South Plaza 2,
• Brampton, Ontario,
• L6W 4N6 CANADA
• Numbers
• 416-907-7908
• Email
• info.west_at_ccbst.ca

• North York Campus
• Address
• 305- 5001
• Yonge street,
• North York, Ontario,
• M2N 6R9,Canada
• Numbers
• 416-800-8833
• Email
• info.north_at_ccbst.ca

http//ccbstcollege.com
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Thanks!