Training sessions

Introduction to financial services

CIVA offers an introductory training course on financial services aimed to initiate the participant on the fundamentals of the financial industry and the various products and services available on the market. 

We cover during the training topics such as:

• Personal and commercial everyday banking products and services
• Investment products and services
• Credit products and services (Personal loans, Line of credits, Credit cards, etc.)
• Mortgage products and services
• Retrirement products and services
• Customer service and Sales techniques

Targeted clientele

Anyone seeking a job in banking and finance or those wishing to deepen their knowledge of financial products and services for their own financial management (students, young families, new immigrants, pre-retirees, seniors, ...)

Subscription fees

250$ per person

• For those seeking a job, you will have access to the services of a specialized recruiter in the banking industry from CIVA Solutions Ressources Humaines.

Mutual Funds Representative

Since 2003, CIVA has helped hundreds of candidates to successfully complete the Canadian Investment Funds course offered by the Investment Funds Institute of Canada (IFIC) and obtain their license as a Mutual Funds Representative.

Overview

CIVA offers a training session at our premises two nights per week for 4 consecutive weeks. These training sessions give the participants the opportunity to complete the course within one month.

Over and above the tools offered by the IFIC, CIVA provides its own learning material to our learners to facilitate their learning experience.

Targeted clientele

• Employees from all financial institutions (banks, insurance companies, brokers, etc.) who wish to improve their knowledge and competences.
• Individuals inspired by a banking career.

Subscription fees

850$ per person

• Includes the IFIC registration fees, access to the learning material and registration to the exam.

We can also provide private sessions for groups of 10 and more.

Schedule

For our next session, please visit the news section of our web site or contact us.

And for more information about all our training programs, please do not hesitate to contact us.