Financial Services and Insurance Technology

The Financial services and insurance technology program trains students to become technicians who have the skills and knowledge required to exercise the following professions:

damage insurance agent
damage insurance broker
claims adjuster
financial security advisor
personal finance advisor
The main tasks of technicians are

settling claims
evaluating risk
recommending and selling general insurance products to individuals and businesses, individual and group insurance products as well as savings, investment and credit products
As part of their duties, financial service and insurance technicians must conform to the legal and regulatory framework of financial services and insurance.

Part of the work done by technicians involves analysis, specifically with relation to:

statistical data
financial information concerning the situation of individual customers or businesses
individual or group insurance plans
savings and investment products
Technicians work in companies in the sectors of damage insurance, life insurance and financial services: banking institutions, credit unions, lending institutions, insurance and reinsurance companies, insurance and securities brokers, trust businesses as well as companies specialized in portfolio management, mutual funds and pension plans. This profession is carried out in both the private and public sectors.

Technicians are often called upon to interact with both French and English-speaking clients and work together with other professionals in the damage insurance, life insurance and financial services sectors. Maintaining good relationships with clientele is an important dimension of the work done by technicians in the field of insurance and financial services.

In carrying out their profession, these technicians work in a computerized environment, either within a business or from home. They can be strictly salaried workers or paid a commission based on sales. Travel may be required as part of their work.

Before applying to a program leading to a Diploma of College Studies (DCS), applicants who studied in Québec must meet the following three requirements:

The applicant must have a Secondary School Diploma and be in one of the following situations:
The applicant has a Secondary School Diploma (SSD)*
NOTE: a SSD holder that has not passed the following courses may be required to complete remedial courses:
Secondary 5 Language of Instruction
Secondary 5 Second Language
Secondary 4 Mathematics
Secondary 4 Science and Technology or Secondary 4 Applied Science and Technology or Secondary 4 Physical Science
Secondary 4 History and Citizenship Education or Secondary 4 History of Quebec and Canada
The applicant holds a Diploma of Vocational Studies (DVS) and has successfully completed the following subjects*:
Secondary 5 Language of Instruction
Secondary 5 Second Language
Secondary 4 Mathematics
The applicant has training deemed equivalent by the College.
The applicant has training and experience deemed sufficient by the College and has interrupted full time studies for at least 24 months.
The applicant satisfies, if applicable, the special conditions for admission established by the Minister which specify the program prerequisites*.
The applicant satisfies, if applicable, any special conditions for admission established by the College for each of its programs.


*If the applicant is enrolled in school and completing his or her secondary studies at the time of application, the grades sent by the school must demonstrate that the applicant is passing in all the courses required to complete the SSD and required to fulfill the admission requirements.