Banking and Financial Services Diploma Program (B & FS) |
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Access Business College is an authorized testing site by CSI, IFIC for enrolled students and all accreditations/certifications and associated costs are all included in the tuition fees.
Access Business College, Toronto in partnership with the Canadian Securities Institute has been offering an exceptionally well designed diploma program having information technology amalgamated with accounting Principles, Simply Accounting, ACCPAC, Quickbooks and with several financial accreditation and certification preparation courses.
The goal and objective of this diploma is for students to become qualified in the Financial Service Sector such as credit unions, mutual fund companies, insurance and banks.
These organizations are demanding skilled Financial Representatives with certifications and accreditations with the Canadian Securities Institute and the Investment Funds Institute of Canada in order to be an asset to the financial industry.
The skills acquired include banking services, handling of customer accounts, foreign exchange transactions, bank accounts management, investment instruments, valuation of customer credit, online banking, and customer service. Graduates will have the skills and knowledge to successfully work in a variety of positions, in any of Canada’s major banks and many other financial services organizations.
To be a competent, confident and successful Financial Representative it is imperative to proficiently use Microsoft Office applications such as business analysis using Excel, database management using Access, business presentations using PowerPoint, communication correspondence using Word, internet communications using Outlook in today’s competitive marketplace.
Graduates hold numerous prestigious titles such as Investment Managers, Operations Managers, Consumer Credit Managers, Loan and Credit Managers, Credit Card Center Managers and other Financial Officer positions such as Credit Analyst, Financial Associate, Foreign Exchange Officers and Loan Officer.
This industry has so many postings for qualified candidates and is growth oriented with great opportunities for advancement and ongoing training, competitive salaries and good benefits.
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. Access Business College provides a complete package to equip Financial Professionals.
Access Business College is an authorized testing site by CSI, IFIC for enrolled students. All accreditations/certifications and Associated costs are included in the tuition fees. |
National Occupation Code: 1232, 0122, 1212, 1112, 1113, 1114
& Related (NOC) Codes: 1434, 1433, 1221, 1422, 1435
This Banking and Financial Services Diploma is certified and accredited by:
The Canadian Securities Institute (CSI) |
The Investment Funds Institute of Canada. (IFIC) |
Admissions Requirements:
- High School graduate or equivalent or mature student (over 18 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
Opportunities, Related Job Titles and Responsibilities
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.
0122 Banking Credit and Other Investment Managers:
Managers plan, organize, direct, control and evaluate the activities of financial establishments or operational departments within such establishments, or credit departments in industrial and commercial establishments and hold numerous prestigious titles such as Investment Manager, Mortgage Manager, Operations Manager, Consumer Credit Manager, Loan and Credit Manager and Credit Card Center Manager.
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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.
1112 Financial and Investment Analyst:
Financial and investment analysts, Credit Investigators and Credit Analysts collect and analyze financial information such as economic forecasts, trading volumes and the movement of capital markets.
1113 Securities Agents, Investment Dealers and Brokers:
Securities Agents, Investment Dealers, Financial Advisors and Foreign Exchange Officers buy and sell stocks, bonds, treasury bills, mutual funds and other securities for investors, pension fund managers.
1114 Other Financial Officers:
This unit group includes professional occupations in finance not elsewhere classified such as financial planners, financial examiners and inspectors.
1434 Banking, Insurance and Other Financial Clerks:
Banking and Bank Tellers, insurance and other financial clerks compile process and maintain banking, insurance and other financial information.
1433 Customer Service Representative – Financial Services:
Customer service representatives in this unit group process customers' financial transactions and provide information on related banking products and services.
1221 Administrative Officer:
Administrative officers oversee and implement administrative procedures, establish work priorities and co-ordinate administrative services.
1422 Data Entry Clerk:
Data entry clerks input coded, statistical, financial and other information into computerized databases, spreadsheets or other templates.
1435 Collectors:
Collectors collect payments on overdue accounts and bad cheques and locate debtors to make collection arrangements.
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:
- Loans Officer
- Customer Service Representative
- Bank Clerk
- Account Manager – Banking
- Financial Associate
- Bank Teller
- Financial Adviser
- Credit Investigator
- Student loan officer
- Counsellor, loan
- Credit Manager/Officer
- Investment Manager
- Operations Manager
- Credit Card Centre Manager
- Consumer Credit Manager
Graduate Employment Assistance Services:
- Job search management
- Steps for a successful job search
- Resume writing
- Interview preparation
* The above is not a complete program outline; it is intended to provide merely a guideline. We reserve the right to change or upgrade our programs at any time. Please note that courses are not taught in the order of their listing.

