AEC in Consulting In Financial Services And Financial Security

CEGEP - Montreal Campus

Canada,Quebec

 2 Shortlist

12 Months

Duration

CAD 13,800/year

Tuition Fee

CAD 112 FREE

Application Fee

Apply Date

Canada, Quebec

Type: College

Location Type: Urban

Founded: 1967

Total Students: 3,000 +

Campus Detail

Main Campus Address

577 Boul Henri-Bourassa E, Montr�al, QC H2C 1E2, Canada

AEC in Consulting In Financial Services And Financial Security

Program Overview

This program aims to train individuals who will be able to occupy the working functions of financial security advisor as well as those of advisor, adviser, agent or agent in financial services.

The training offers, among other things, the acquisition of skills relating to communication, personal and business accounting, the application of a client approach, work organization, the use of management tools, understanding of economic information and analysis of financial data.

The financial security advisor must be adept at communicating and interacting with clients. This person must be familiar with his products and the related taxation. In addition, it must in particular be able to assess the financial situation of its customers, advise them on the means to achieve their objectives in terms of retirement, investments and various types of insurance. She will be able to develop business relationships for the purposes of support, reference (accountant, tax specialist, notary, etc.) and client development.