Banking and Financial Services

The Banking and Financial Services Diploma equips students with the knowledge and practical skills needed to succeed in the dynamic financial industry. This program covers essential areas such as banking operations, financial planning, risk management, and customer service. Students gain in-depth exposure to both traditional and digital financial systems, preparing them for roles in banks, credit unions, and investment firms.

At Nexlearn Consulting, a trusted education consultant in Canada, we ensure every learner develops the technical and interpersonal skills required to build a strong foundation in financial services and advance confidently in their careers.

  • Hands-on financial simulations & exercises

  • Career-focused learning with expert support

  • Certificate of completion

  • 12 months online access

Course Outline

  • Keyboarding

  • Microsoft Windows

  • MS Word

  • MS Excel

  • MS Access

  • MS PowerPoint Presentation

  • MS Outlook

  • Business Communication

  • Financial Accounting

  • Banking Operations

  • Financial Management

  • Investment Fundamentals

  • Customer Relationship Management

  • Risk Management

  • Financial Planning

  • Sales & Service Techniques

  • Job Search and Resume Writing

  • Internship (Practicum)

Career Opportunities

  • Banking Officer

  • Financial Service Representative

  • Investment Assistant

  • Customer Service Associate

  • Risk Management Assistant

  • Financial Advisor

  • Loan Processor

  • Credit Analyst

  • Office Administrator

Skills You’ll Gain

  • Banking Operations

  • Financial Analysis

  • Customer Relationship Management

  • Risk Assessment

  • Business Communication

  • Microsoft Excel for Finance

  • Financial Planning

  • Investment Basics

  • Data Management

  • Professional Ethics in Finance

Banking and Financial Services

The Banking and Financial Services Diploma equips students with the knowledge and practical skills needed to succeed in the dynamic financial industry. This program covers essential areas such as banking operations, financial planning, risk management, and customer service. Students gain in-depth exposure to both traditional and digital financial systems, preparing them for roles in banks, credit unions, and investment firms.

At Nexlearn Consulting, a trusted education consultant in Canada, we ensure every learner develops the technical and interpersonal skills required to build a strong foundation in financial services and advance confidently in their careers.

  • Hands-on financial simulations & exercises

  • Career-focused learning with expert support

  • Certificate of completion

  • 12 months online access

Course Outline

  • Keyboarding

  • Microsoft Windows

  • MS Word

  • MS Excel

  • MS Access

  • MS PowerPoint Presentation

  • MS Outlook

  • Business Communication

  • Financial Accounting

  • Banking Operations

  • Financial Management

  • Investment Fundamentals

  • Customer Relationship Management

  • Risk Management

  • Financial Planning

  • Sales & Service Techniques

  • Job Search and Resume Writing

  • Internship (Practicum)

Career Opportunities

  • Banking Officer

  • Financial Service Representative

  • Investment Assistant

  • Customer Service Associate

  • Risk Management Assistant

  • Financial Advisor

  • Loan Processor

  • Credit Analyst

  • Office Administrator

Skills You’ll Gain

  • Banking Operations

  • Financial Analysis

  • Customer Relationship Management

  • Risk Assessment

  • Business Communication

  • Microsoft Excel for Finance

  • Financial Planning

  • Investment Basics

  • Data Management

  • Professional Ethics in Finance

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Contact Info

Our Email

[email protected]

Our Number

+1 (416) 666-4159

Important Notice

Nexlearn Consulting is not a registered career college under the Ontario Career Colleges Act, 2005. We provide independent career counselling and educational consulting to help students explore programs at accredited institutions in Canada and abroad.

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