Hi,Im 23 with a high school education and working at a dead end job as a Customer Service Rep. Im interested in getting into banking.
Are these 2 courses CSC & CPH the best bet to getting a job at a local bank branch? Im interested in working at a bank as an Investment Advisor or even as a Bank Teller and then moving my way up.
Ive applied for teller jobs online but no luck.Now since i have no background in finance except my grade 11 economics class, how difficult are these courses. Also i was thinking of buying used books to study for these 2 exams, and later on signing up, instead of paying $1,000 upfront.Are these the only 2 books?Volume 1: capital, Canadian markets, banks, etc.Volume 2: analysis, financial statements, valuation, risk & return, etc.
Oct 22nd, 2011 7:07 pmHi,Im 23 with a high school education and working at a dead end job as a Customer Service Rep. Im interested in getting into banking. Are these 2 courses CSC & CPH the best bet to getting a job at a local bank branch?
Im interested in working at a bank as an Investment Advisor or even as a Bank Teller and then moving my way up. Ive applied for teller jobs online but no luck.Now since i have no background in finance except my grade 11 economics class, how difficult are these courses. Oct 23rd, 2011 2:33 pmWell i was only thinking about buying the used books to study and get familer with the material, and then when i feel comfortable register with CSI.I've been looking at RBC/TD/CIBC website, and for bank teller jobs, they were all looking for only 'high school+CSR experience', and i got 3+yrs CSR experience, and i've been applying for almost 6 months, without a reply. Now it could be my resume but my guess is that people with far higher designations than me are applying for bank teller jobs.Also what do you think about the Investment Funds in Canada Course (IFC). If i was to do IFC & CPH, do you think that would be enough to get me a job at a bank?I would not take the IFC, kind of useless for a teller position but it is needed for a FSM position.
A CSC may help in getting the interview but it is not needed, my best advice is to fix up your resume/cover letter and start spamming all the banks. Oct 23rd, 2011 6:51 pmI would not take the IFC, kind of useless for a teller position but it is needed for a FSM position. A CSC may help in getting the interview but it is not needed, my best advice is to fix up your resume/cover letter and start spamming all the banks.Ok thx, yea i will change my resume a bit. I've shown my resume to my cousin who works HR in some company and she says should be fine for a CSR position at a bank, that's why im so flustrated and confused. I just figured that doing one of these courses might help to get that interview.
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Also note that a printed version of the study guide is available to order from a module in your learning centre. Canadian Mutual Funds Course (CIFC ® or IFC ®) Exam Preparation and CIFC ® or IFC ® Study NotesSuccessful completion of the 'Mutual Funds' course, as offered by both CSI ®/ICB ® (Investment Funds in Canada ® IFC ®) and IFSE ® (Canadian Investment Funds Course ® CIFC ®), satisfies the educational requirement necessary to sell mutual funds in Canada, as set out by the Mutual Fund Dealers Association. Our study materials are designed to help you pass the IFIC exam, and do not constitute enrolment in the actual Mutual Funds course itself.Also available:. Our CSC ® Study Tools are in-line with the most current UpdatesThe Canadian Securities Course ® (CSC ®), as offered by the Canadian Securities Institute (CSI), is the initial course required for becoming licensed to sell securities, like stocks and bonds, in Canada, as set out by IIROC.
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The DFOL ® has an application-oriented exam that is not evenly weighted between the two textbooks and we strongly recommend anyone considering the DFOL ® course look at working through many of the key concept explanations and exam-level questions that we offer as the exam is known to be quite challenging.The Options Licensing Course ® (OLC ®) is offered by CSI Canadian Securities Institute and satisfies the educational requirements for the second course to become licensed to advise and sell options to clients in Canada, as set out by IIROC. The OLC ® is ideal for advisors that have already completed the Derivatives Fundamentals Course ® (DFC ®). The SeeWhy study materials are designed to help you pass the OLC ® exam, and do not constitute enrolment in the actual Options Licensing Course ® itself.The SeeWhy Learning study tools cover each chapter in the OLC ® textbook and explain many difficult concepts in clear, easy to understand language along with examples. The OLC ® has an application-oriented exam and we strongly recommend anyone considering the OLC ® look at working through many of the key concept explanations and exam-level questions that we offer as the exam is known to be quite challenging.The Personal Financial Services Advice (PFSA ®) course, one of the courses required to obtain the PFP, was created to strengthen your confidence and knowledge so that you can advise your financial services prospects and clients based on their individual needs and goals. The PFSA ® escalates your communications skills and helps you build stronger and profitable client relationships and confidence in your ability to professionally advise them.
PFP (Personal Financial Planner): The banking industry’s equivalent of CFP. To earn this designation, administered by the Institute of Canadian Bankers (ICB), bank/financial institution employees must complete a financial planning educational program and have a minimum of six months’ work experience.The Wealth Management Essentials ® Course (WME ®), as offered by the Canadian Securities Institute (CSI) focuses on two critical elements of wealth management - Financial planning and Investment management. Successful completion of the WME ® course fulfils IIROC's 30-month requirement for maintaining your securities license. It is also one very important step towards qualifying to write the Certified Financial Planner ® (CFP ®) exam. Our study materials are designed to help you pass the WME ® exams, and do not constitute enrolment in the actual Wealth Management Essentials ® Course itself.The Conduct and Practices Handbook (CPH ®) is a guide to understanding the rules, regulations, practices and ethics that will guide a career as an investment advisor or representative.
Assists in meeting IIROC's proficiency requirements for licensing. Improves employability by gaining the education employers and regulators require.OTL ® - Other Than Life license = Insurance Agent. RIBO ® Registered Insurance Broker Ontario license = Broker.Exams and licensing from:Regulated by the (FSCO), this licence is applicable to those employed by direct-response insurers, dealing directly with the public. For this course, SeeWhy Learning does not offer a study guide, as the actual textbook from the Insurance Institute ® is clear and concise. However, you will find that our exam preparation questions will focus your studies, prepare you for the actual exam, and reduce your study time. These tools are so effective, that they carry our “If you don’t pass, You don’t pay! Period.” money back guarantee.Both the RIBO (Registered Insurance Brokers of Ontario) and OTL (Other Than Life) license allow you to sell home and auto insurance in Ontario, however the OTL qualifies you to be an Insurance Agent while the RIBO license qualifies you to be an Insurance Broker.Please note that the purchase of SeeWhy Financial Learning's exam preparation materials does not constitute enrolment in the actual licensing course(s) or exam.
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Course providers for the CIFC ® is (IFSE), or IFC ® is (CSI). The trade-marks AFP, BCO, CSI, CSC, CPH, DFOL, FP1, FP2, FPSU, IFC, NEC, OLC, PFP, PFSA, WME, Wealth Management Essentials, Branch Compliance Officer, Canadian Securities Course, Conduct and Practices Handbook Course, Investment Fund in Canada, New Entrants Course, Wealth Management Essentials, Personal Financial Services Advice Reading, Financial Planning 1, Financial Planning 2, Financial Planning Supplement, Applied Financial Planning, and Personal Financial Planner are owned by the Canadian Securities Institute (CSI ®).
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