安大略大学为期一年的研究生证书课程为学生在银行，保险和独立理财行业的客户销售和服务领域的职业生涯做准备。该课程以学生先前的商业管理，银行，保险，经济学和金融知识以及专业经验为基础，向学生介绍行业特定的认证课程，金融产品和服务，客户销售和服务的领导地位以及财务咨询。通过开发专业的产品组合和可选的现场布置，学生将获得有关金融服务工作环境的经验和见解。该计划适用于对职业发展感兴趣的当前工作或具有客户服务和销售经验的个人，希望进入金融服务行业的第二职业人士或希望从事金融服务的不同学科的毕业生。
The two-year Financial Services-Canadian Context Ontario College Graduate Certificate program is specifically designed to support students transitioning into the Canadian work environment in the customer sales and service areas of: banking insurance financial planning wealth management In this program, you build knowledge and skills to evaluate and recommend financial products and services based on clients individual needs. You develop techniques to collect and analyze client information to create and present customized financial plans. Sales strategies and relationship building techniques are applied while adhering to legal and ethical practices and industry standards. Throughout the program, you develop a professional competencies portfolio to document marketable skills. The fourth semester of the program focuses on experiential learning within a variety of real-world scenarios.