Financial Services Administrative Assistant (Certificate)

Business Career College
Edmonton, Calgary, Toronto, Vancouver, Canada

Course Format: Classroom | E-learning | Virtual Class | Online/Live | On-site/In-house | Blended | Self-paced

Course Description:

'' Introduction and Vocabulary: An industry overview to provide a foundation for learning

Telephone Skills: Manners, etiquette, and scripting to provide a professional image

Business English: Readability, common grammar errors, keeping a positive tone, email etiquette

Industry Specific Scheduling: Use of an electronic daytimer, improving time management, client contact efficiency, email management, Microsoft Outlook tips and techniques

Privacy: Guiding principles, PIPEDA and CSA regulations, safe use of e-commerce, paper, and phone interactions

Taxation: The basics of personal taxation, investment income taxation, taxation of RRSPs, RESPs, TFSAs, Life Insurance Cash Surrender Values, and taxation upon death

The Law & Professionalism: Compliance, fiduciary responsibilities including “Know Your Client�and documentation principles, ethics, confidentiality, anti-money laundering legislation

Office Routine: Maintenance of electronic equipment, backup methods, storage of marketing materials and forms, desk organization and paper handling, bookkeeping and taxation filing methods, creation of office Policy and Procedure Manual

Life Insurance, Living Benefits & Group Insurance: A broad-spectrum look at the variety of insurance products, features, benefits, and determination of client suitability

Property & Casualty: An overview of the P&C industry, types of coverage, and common products

Investments: Debt securities, equities, mutual funds, segregated funds, factors affecting investment returns

Retirement Products: Pre- and post-retirement considerations, government sources of income, means testing, pension plans, LIRA’s, LIFs, RRSPs, RRIFS, and annuities

Lending: Leveraging, a look at everything from HELOCs to derivatives to RRSP meltdowns

Exempt Market: Definition, purchase criteria, the current marketplace

Sales & Service Process: Steps in a financial sale right from prospecting to product provision to servicing, underwriting process, paper flow, common forms, and tracking methods

Agent Career Management: Recruiting, hiring, training, equipping, and monitoring. Requirements and paper flow for licensing, commissions, contesting, E&O, renewals, CE credits, and more

Sales Communications: Holding out, interactions with clients, agents/advisors, product providers

Your Career: Image, attitudes, responsibilities, creating a long-term career, setting personal and professional goals

Exam and Certificate Issuance: Half-hour multiple choice exam, a mark of 60% is required for certificate issuance

...''

Elements of this syllabus are subject to change.

Phone:1-877-994-9019

School Address/Venue(s):

Suite 206, Capilano Mall
5004 98th Avenue
Edmonton, AB T6A 0A1

Suite 115, 2323 32 Avenue NE
Calgary, AB T2E 6Z3

#400 - 604 Columbia Street
New Westminster, BC V3M 1A5

#206 - 5555 Eglinton Ave West
Toronto, ON M9C 5M1


Jobs & Resumes: Edmonton, Calgary, Toronto, Vancouver
Houses & Roommates: Edmonton, Calgary, Toronto, Vancouver
Travel Agencies: Edmonton, Calgary, Toronto, Vancouver

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