Financial Services and Insurance Technology

Code 410.F0
SanctionDEC
SecteurAdministration, commerce et informatique (01)
Nombre d'unités83 2/3
StatutProgram approved in 2018.
Organismes scolaires offrant le programme
Note(s)
Ce programme est offert en langue française : 
Techniques de services financiers et d'assurances

Objectifs du programme

The Financial Services and Insurance Technology program prepares students to practise the occupations of general insurance agent, general insurance broker, claims adjuster, financial security adviser and personal finance adviser.

The main duties of these occupations involve settling claims; assessing risks; and recommending and selling personal and commercial general insurance products, individual and group life and health insurance, and savings, investment and credit products.

Graduates work in the field of general insurance, life and health insurance and financial services in both the private and public sectors: banks, credit unions, lending institutions; insurance and reinsurance companies; insurance and securities brokerage houses; trust companies; and portfolio, mutual fund and pension fund management companies.

They must often interact with English- and French-speaking clients and work together with other professionals in the general insurance, life and health insurance and financial services sectors. They work with computers in the workplace or at home, can be paid a salary or work on commission, and sometimes are required to travel.

They must take into account all applicable financial services and insurance laws and regulations when practising their occupation.

Durée de la formation

La durée totale inclut des cours de formation générale commune à tous les programmes pour 420 heures, des cours de formation générale propre à ce programme pour 150 heures ainsi que des cours de formation générale complémentaire pour 90 heures.


Les durées correspondent à la formation théorique et au travail de laboratoire des cours; elles excluent donc les heures de travail personnel de l'étudiante ou de l'étudiant.

Conditions d'admission

To be admitted to the program, a person must meet the general requirements for admission set out in the College Education Regulations, as well as the following special conditions, where applicable:

• no requirements

Professions visées (IMT En ligne d'Emploi Québec)

Financial sales representatives (6235)
Insurance adjusters and claims examiners (1312)
Insurance agents and brokers (6231)

Appellation(s) d'emploi

agent/agente d'assurance
courtier/courtière d'assurance
expert/experte en sinistres – assurance
représentant/représentante des services financiers

Relation avec le marché du travail

Insertion au marché du travail   (Information provenant du MEES)

Contenu du programme

Numéro ou code Énoncé de la compétence
00SZ Analyze the occupation
00T0 Use information and communications technologies in the workplace
00T1 Interact with clients for the purpose of making sales
00T2 Work with others
00T3 Comply with the laws and regulations governing financial services and insurance
00T4 Analyze statistical data
00T5 Communicate in French in the workplace
00T6 Analyze personal property and civil liability insurance products
00T7 Analyze personal and commercial automobile insurance products
00T8 Recommend and sell personal general insurance products
00W2 Analyze commercial property and civil liability insurance products
00W3 Analyze a business’s financial information for insurance purposes
00W4 Recommend and sell commercial general insurance products
00W5 Settle a claim
00W6 Determine the financial impact of personal finance decisions
00W7 Create a portrait of an individual’s financial situation
00W8 Analyze individual and group life and health insurance products
00W9 Analyze savings and investment products
00WA Consider the impact of tax measures on personal finance decisions
00WB Recommend and sell life and health insurance products
00WC Recommend and sell savings and investment products
00WD Analyze personal credit products
00WE Recommend and sell credit products
Number of hours alloted to specific training: 1605 hours