A 1-week, 40-hour online intensive that previews the Banking and Financial Services diploma at Elite Royal International Career College. Learn how Canada’s financial system works, the everyday products a bank offers, how credit and interest work, registered accounts, and the compliance and service standards every front-line banking professional needs.
Who it’s for
Newcomers with banking or finance backgrounds seeking a Canadian entry point, career changers targeting customer service representative (CSR) or financial services representative (FSR) roles, and students deciding whether the full diploma is right for them.
What you will learn
- Canada’s financial system: the Bank of Canada, major banks, credit unions and regulators (OSFI, FCAC, FSRA, FINTRAC)
- Everyday banking products and payments: accounts, Interac debit, e-Transfers, wires, cheques and fees
- How interest works: simple vs compound interest, the prime rate and APR
- Credit products and the credit lifecycle, credit bureaus, credit scores and the 5 Cs of credit
- Registered accounts (TFSA, RRSP, RESP, FHSA) and basic investments (GICs, mutual funds, ETFs)
- KYC, anti-money laundering and privacy basics, and how to spot common frauds and scams
- Needs-based client conversations and professional service standards
- Common branch calculations: interest, simple loan payments and currency conversion
- Financial services careers, industry courses and licences, and the full diploma pathway
Course format
- Duration: 1 week, Monday to Friday, 8 hours a day (40 hours)
- Delivery: 100% online. Live morning webinars (recorded) plus guided afternoon labs and self-paced lessons
- Admission: Open enrolment, no prerequisites
- Assessment: Quiz 1 (10%), Quiz 2 (10%), participation (10%), Client Financial Needs Case assignment (30%), final test (40%). Pass mark 60%
- Credential: Certificate of Completion (final grade 60% or higher)
- Pathway: Course fee credited toward the Banking and Financial Services diploma when you enrol within 6 months
This course is educational only. It does not license anyone to sell investments or insurance.
Curriculum
- 5 Sections
- 27 Lessons
- 10 Weeks
Expand all sectionsCollapse all sections
- Day 1 — The Canadian Financial SystemLive webinar 9:00–12:00 · Guided afternoon block 1:00–5:00. How money moves in Canada and who regulates what.7
- Day 2 — Everyday Banking & PaymentsAccount types and how payments work. Quiz 1 closes this section.6
- Day 3 — Credit & LendingInterest, credit products, the 5 Cs of credit, credit bureaus and scores.4
- Day 4 — Saving, Investing & Registered AccountsSaving vs investing, GICs, funds and ETFs, and registered accounts. Quiz 2 closes this section.6
- Day 5 — Compliance, Service & CareersKYC, AML and privacy, fraud awareness, needs-based conversations, careers. Final test and assignment.7
Lessons:
