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.
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)
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
||Analyze the occupation
||Use information and communications technologies in the workplace
||Interact with clients for the purpose of making sales
||Work with others
||Comply with the laws and regulations governing financial services and insurance
||Analyze statistical data
||Communicate in French in the workplace
||Analyze personal property and civil liability insurance products
||Analyze personal and commercial automobile insurance products
||Recommend and sell personal general insurance products
||Analyze commercial property and civil liability insurance products
||Analyze a business’s financial information for insurance purposes
||Recommend and sell commercial general insurance products
||Settle a claim
||Determine the financial impact of personal finance decisions
||Create a portrait of an individual’s financial situation
||Analyze individual and group life and health insurance products
||Analyze savings and investment products
||Consider the impact of tax measures on personal finance decisions
||Recommend and sell life and health insurance products
||Recommend and sell savings and investment products
||Analyze personal credit products
||Recommend and sell credit products
Number of hours alloted to specific training: 1605 hours