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Banking and Financial CSR Diploma Progra

If you’re good at crunching ones and zeros and have keen instincts for investing, then consider becoming a Banking and Financial Services provider. During the Banking and Financial-CSR Diploma program, you’ll gain an understanding of financial markets and the Canadian business environment. You’ll learn to provide sound investment advice and assist clients in setting and achieving financial goals.

Become a Confident Banking and Financial Representative

The Banking and Financial-CSR Diploma program will prepare you for employment in the field of banking and financial services by developing your knowledge and skills in financial planning, personal banking, investments, and insurance. Once the Diploma program is complete you’ll have been given the skills to meet the high proficiency standards needed to complete the professional designations and licensing courses in the financial services industry.

Course Outline

The Banking and Financial-CSR Diploma program will train you in areas such as:

Keyboarding
Microsoft Windows
Word Level I and II
Excel Level I and !!
PowerPoint
Outlook
Bookkeeping
Bank Teller
LLQP Module – 1 Life Insurance
LLQP Module – 2 Accident and Sickness Insurance
LLQP Module – 3 Segregated Funds and Annuities
LLQP Module – 4 Ethics and Professional Practice
Investment Funds in Canada
Financial Planning
Conduct and Practices Handbook (CPH)
Stock Trading
Financial Office Assistance
Office Procedures
Interpersonal Skills
Customer Service
Business Communication
Internship

The Banking and Financial-CSR Diploma program also has an internship (practicum) component so you’ll graduate with confidence in your skills and abilities. CCBST is 100% responsible for finding a placement for you at an appropriate organization.

Thank you to all my teachers and CCBST for taking the time to teach me. I have learned a lot, and I feel that you have prepared me very well … You gave me the skills, knowledge, and confidence I need to be successful in my job. Many thanks to you all.
Maria Teresa

Career Opportunities

With the Banking and Financial-CSR Diploma program, you’ll learn essential computer, financial and professional skills that will prepare you for working in a variety of positions, such as:

Clerk
Financial planner
Banking professional
Financial trading and investments

Search Schools

Not Sure Where to Start?

Choosing a school or program can feel overwhelming, especially when funding details, eligibility, and timelines may depend on your personal situation.

A good first step is to identify the type of training you’re interested in, then connect with schools that can explain program options, admissions steps, and available support.

Use the search tool to begin narrowing your options based on your goals.

*All student funding, whether made available privately or through various government branches, is only approved to those who qualify, by the original source of funding. There are many criteria that each candidate must meet to be approved. Schools can only inform you of what may be available.