Banking Financial Services Diploma Program in Torontowww.workingincanada.gc.ca www.ontariojobfutures.ca
Congratulations to our students, the best in Canada:
Roy Sidak Rogers with the highest CIFC test score and
Maninder Gandhi one of the top 10 CIFC test scores!
"Dear Sonia,
Words can hardly express the surprise and the joy I felt at the wonderful news of having my name in the IFSE Institute CIFC Honour Roll Students for 2011 and also the other toppers from Toronto are from our college. It is a matter for great pride and success to have such a prestigious result. The credit also goes to your well guidance, management and dedication towards your college.
It was brilliant to catch up and personally say goodbye to all my fantastic teachers and co-students. I am happy to say I have found a job at the Bank of Montreal. Thank you again for such a warm and loving farewell. I shall miss you all.
Best Regards" Maninder Gandhi Banking and Financial Services Graduate
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"Through Second Career, I was given the opportunity to return to school to update my skills. My decision on a program was easy as my passion is Financial Services. As part of the Second Career process, I had to investigate several Private Colleges as well as a Public College. It was important to find a good financial service college that would help me meet my goals. I called and arranged to come in for an information meeting with the College Director at Access Business College. I was so impressed with the manner in which the director took the time to explain the school's objectives, programs, standards and schedules. I could tell by looking around the classes and offices that they really cared about their students. I walked out of my information meeting at Access Business College knowing this is where I wanted to attend. I have been in Banking & Financial Services Program for six months. Staff and students at Access Business College in Toronto come from a diverse range of cultures and backgrounds, but everyone is like family. Access Business College is probably the best business college in Toronto. We all support and mentor each other. The staff is all very educated and knowledgeable. The instructors are able to understand and adapt to individual student needs and learning styles. Going into the program, I was very motivated and excited about the program. This has not changed. I am so thankful for this opportunity and hope to be able to mentor others in future endeavours."
Nancy K.
Banking Financial Services (BFS) Graduate
Access Business College in Toronto has a curriculum licensing agreement with the Canadian Securities Institute (CSI)
and the
Investment Funds Institute Of Canada (IFIC)
and has been offering an exceptionally well designed Banking diploma program by having information technology amalgamated with Financial Planning Education, Accounting Principles, Simply Accounting, ACCPAC, QuickBooks and with several certification preparation courses.
About the Program
The Banking and Financial Services Diploma program at Access Business College in Toronto is approved as a vocational program under the Private Career Colleges Act, 2005. The goal and objective of this program is for graduates to become qualified in the Financial Service Sector such as credit unions, insurance companies, mutual fund companies and banks.
Financial positions require graduates to have a thorough, in depth knowledge and understanding of accounting theory, be proficient in using computerized accounting software such as Simply Accounting for small and medium sized businesses, QuickBooks for Windows and ACCPAC for Corporations. Our accounting courses will fulfill all that knowledge. Our school provides a complete package to equip Financial Professionals with the right career training.
Access Business College in Toronto is an authorized testing site by CSI and IFIC for enrolled Access Business College students.
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Canadian Securities Course (CSC)

Curriculum Licensing Agreement with
Canadian Securities Institute (CSI)
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Canadian Investment Funds Course (CIFC) (Mutual Funds Course)

Curriculum Licensing Agreement with
Investment Funds Institute Of Canada (IFIC)
CSI (CANADIAN SECURITIES INSTITUTE)
CSI designations & certificates represent prestigious credentials that allow financial advisors to prosper. They stand for dedication, professional standards, career focus, and leadership. As a true measure of expertise, CSI designations are the recognized benchmark for regulatory authorities, financial organizations and associations in Canada and around the globe. ACCESS BUSINESS COLLEGE is proud to have a curriculum licensing agreement in education with CSI (CANADIAN SECURITIES INSTITUTE).
Canadian Securities Course (CSC)
- The Essential Financial Services Credential
Take the first step towards meeting and exceeding your career goals. Recognized as the industry benchmark, the Canadian Securities Course (CSC)® delivers the financial training employers demand.
- Take a Step Toward Becoming An Investment Advisor
Take the first step toward your investment representative or registered representative license.
- Start Earning Multiple Designations
Earn the credential that leads to designations, certificates and fellowships like CFP®, CIM, CSWP™, FCSI®, PFP®
- Qualify to Sell Securities
Fulfill the base securities licensing requirement for IIROC and the provincial regulatory and MFDA licensing requirements for mutual funds sales, managed future funds/commodity pools, exempt securities and labour-sponsored investment funds.
- CSC Careers in Canada:
http://www.workopolis.com/EN/job-search/csc-jobs?ak=csc&lg=en
Who Should Enrol?
Enrol in the course if you are:
- Training to become a full-service registered financial representative, discount broker or an investment representative
- Seeking your mutual funds license
- Seeking your exempt marketing representative license
- A bank or trust company officer
- A financial planner
- An active investor who wants to learn how to manage your portfolio
- Seeking a position in the Canadian financial services industry
Learn About:
- The Canadian securities industry and the regulatory environment
- Market and economic events impacting investment performance
- Understanding and analyzing corporate financial statements
- Financial instruments: fixed income, equities, managed products, structured products, fee based accounts and derivatives
- Company, industry and market performance/analysis
- The portfolio management process and asset allocation
- Setting financial goals, the financial planning process and taxation
- Industry standards of conduct and the code of ethics
- The institutional marketplace
IFIC (INVESTMENT FUNDS INSTITUTE OF CANADA)
IFSE.ca is a distance learning education institute wholly owned by the Investment Funds Institute of Canada ("IFIC"). IFSE institute is the leader in financial services education. ACCESS BUSINESS COLLEGE is proud to have a curriculum licensing agreement in education with IFIC.
Canadian Investment Funds Course (CIFC)
Throughout this course, students will be given information and exercises that is relevant to their work as mutual fund salespeople. The sequence of the instruction parallels the process that they will follow much of the time with clients. Our goal is not only to present the knowledge that they will need for the role but also to give them the opportunity to analyze case studies and put their knowledge into practice.
Students will be introduced to case studies that challenge them to provide the next step in a mutual fund "solution" for their clients. At the end of each lesson, students will have a more complete picture of this solution and greater expertise in solving varied client cases.
By the end of the course, students will have the foundation of what they need to know to be mutual fund salespeople. They will also have had the opportunity to practice and apply their knowledge, not just on one topic at a time, but in cases and exercises that challenge them to integrate many different skills.
Graduates of the Banking and Financial Services diploma course program will have the skills and education to compete with graduates of other Toronto colleges and universities for prime employment positions. Access Business College strives to be the best college in Toronto to prepare graduates for a career in their chosen field of studies with the right amount of career training. With the help of government financial assistance programs such as Second Career Training Toronto our school has helped many graduates transform their lives with long-term employable skills.
Career Opportunities
- Financial Advisor
- Financial Planner
- Investment Advisor
- Advisor Assistant
- Associate Advisor
National Occupation Code: 1434
Related (NOC) Codes: 1232, 1212, 1221, 1231, 1243, 6411, 1453, 1241, 1244, 1242, 1213, 1214, 1215, 5211, 1451, 1223, 1442, 1121, 1225, 1414, 1226, 1222, 1224, 1441, 1431, 1434, 1432, 1411, 1461, 1471, 1454, 1435
Graduate Employment Assistance Services:
Admissions Requirements:
- High School graduate or equivalent or mature student (over 19 years of age)
- May also be required to pass a basic entrance examination and or interview, a carefully structured assessment to ensure your educational success.
Graduation Criteria
- Minimum final mark of 70%
- Overall average of 70%
Students who achieve an average of 85% or more will have an Honours designation on their diploma
Your Career Opportunities:
This Banking and Finance diploma program will prepare you for a variety of careers in the banking and financial services fields such as:
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Loans Officer
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Customer Service Representative
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Bank Clerk
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Account Manager – Banking
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Financial Associate
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Bank Teller
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Financial Adviser
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Credit Investigator
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Student loan officer
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Counsellor, loan
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Credit Manager/Officer
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Investment Manager
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Operations Manager
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Credit Card Centre Manager
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Consumer Credit Manager
Opportunities, Related Job Titles and Responsibilities:
1433 Customer Services Representatives - Financial Services:
Customer service representatives in this unit group process customers' financial transactions and provide information on related banking products and services.
1232 Loan Officers:
Loan officers, examine, evaluate and process credit and loan applications. They are employed by banks, trust companies, credit unions and similar financial institutions.
1212 Supervisors in Finance:
Supervisors in this unit group supervise and co-ordinate the activities of workers in banks and other financial institutions, insurance companies, and by other establishments throughout the private and public sectors hold numerous prestigious titles such as Financial Associates.
1221 Administrative Officer:
Administrative officers oversee and implement administrative procedures, establish work priorities and co-ordinate administrative services.
Bookkeepers maintain complete sets of books, keep records of accounts, verify the procedures used for recording financial transactions, and provide personal bookkeeping services.
1453 Customer Service, Information and related Clerks:
This unit group includes clerks who answer enquiries and provide information regarding an establishment's goods, services and policies and who provide customer services such as receiving payments and processing requests for services.
1225 Purchasing Agents and Officers:
Purchasing agents and officers purchase general and specialized equipment, materials and business services for use or for further processing by their establishment.
1414 Receptionists and Switchboard Operators:
Receptionists and switchboard operators greet people arriving at offices, hospitals and other establishments, direct visitors to appropriate person or service, answer and forward telephone calls, take messages, schedule appointments and perform other clerical duties.
1226 Conference and Event Planners:
Conference and Event Planners plan, organize and co-ordinate conferences, conventions, meetings, seminars, exhibitions, trade shows, festivals and other events.
1241 Secretaries (Except Legal and Medical):
Secretaries perform a variety of administrative duties in support of managerial and professional employers.
1244 Court Recorders and Medical Transcriptionists:
Court recorders record and transcribe verbatim the proceedings of courts, legislative assemblies and committees, and prepare dictated reports, correspondence and statistics that require knowledge of legal terminology.
Legal secretaries perform a variety of secretarial and administrative duties in law offices, legal departments of large firms, real estate companies, land title offices, municipal, provincial and federal courts and government.
Medical secretaries perform a variety of secretarial and administrative duties in doctor's offices, hospitals, medical clinics and other medical settings.
6411 Sales Representatives - Wholesale Trade (Non-Technical):
Sales representatives, wholesale trade (non-technical), sell non-technical goods and services to retail, wholesale, commercial, industrial, professional and other clients domestically and internationally.
1222 Executive Assistants:
Executive assistant’s co-ordinate administrative procedures, public relations activities and research and analysis functions for corporate officials.
1213 Supervisors, Library, Correspondence and Related Information Clerks:
Supervisors in this unit group supervise and co-ordinate the activities of workers in the following unit groups: Library Clerks (1451), Correspondence, Publication and Related Clerks (1452), Customer Service, Information and Related Clerks (1453) and Survey Interviewers and Statistical Clerks (1454).
1214 Supervisors, Mail and Message Distribution Occupations:
Supervisors in this unit group supervise and co-ordinate the activities of workers in the following unit groups: Mail, Postal and Related Clerks (1461), Letter Carriers (1462) and Couriers, Messengers and Door-to-Door Distributors (1463).
1215 Supervisors, Recording, Distributing and Scheduling Occupations:
Supervisors in this unit group supervise and co-ordinate the activities of workers in the following unit groups: Shippers and Receivers (1471), Storekeepers and Parts Clerks (1472), Production Clerks (1473), Purchasing and Inventory Clerks (1474), Dispatchers and Radio Operators (1475) and Transportation Route and Crew Schedulers (1476).
5211 Library and Archive Technicians and Assistants:
Library, archive and records management technicians and assistants assist users in accessing library or archive resources, participate in records management, assist in describing new acquisitions, participate in archive processing and storage, and conduct reference searches.
Library clerks issue and receive library materials, sort and shelve books and provide general library information to users. They also perform clerical functions.
1223 Personnel and Recruitment Officers:
Personnel and recruitment officers identify and advertise job vacancies, recruit candidates, and assist in the selection and reassignment of employees.
Personnel clerks assist personnel officers and human resources specialists and compile, maintain and process information relating to staffing, recruitment, training, labour relations, performance evaluations and classifications.
Property administrators perform administrative duties and co-ordinate activities related to the management and rental of investment property and real estate on behalf of property owners.
1211 Supervisors, General Office and Administrative Support Clerks:
Supervisors in this unit group supervise and co-ordinate the activities of workers in the following minor groups: Clerical Occupations, General Office Skills (141), Office Equipment Operators (142) and Administrative Support Clerks (144).
Administrative clerks compile, verify, record and process forms and documents, such as applications, licences, permits, contracts, registrations and requisitions, in accordance with established procedures, guidelines and schedules.
1431 Accounting and Related Clerks:
This unit group includes clerks who calculate, prepare and process bills, invoices, accounts payable and receivable, budgets and other financial records according to established procedures.
1434 Banking, Insurance and Other Financial Clerks:
Banking, insurance and other financial clerks compile, process and maintain banking, insurance and other financial information.
Payroll clerks collect, verify and process payroll information and determine pay and benefit entitlements for employees within a department, company or other establishment.
1411 General Office Clerks:
General office clerks prepare correspondence, reports, statements and other material, operate office equipment, answer telephones and perform clerical duties of a general nature according to established procedures.
1461 Mail, Postal and Related Clerk:
This unit group includes clerks who process and sort mail and parcels in post offices, mail processing plants and internal mail rooms, and clerks who serve customers and record transactions at sales counters and postal wickets.
Shippers and receivers ship, receive and record the movement of parts, supplies, materials, equipment and stock to and from an establishment.
1454 Survey Interviewers and Statistical Clerks:
Survey interviewers contact individuals to gather information for market research, public opinion polls or election and census enumeration. Statistical clerks code and compile interview and other data into reports, lists, directories and other documents.