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Many dynamic and interesting jobs are available in the field of financial services and insurance. The Insurance and Financial Advisory Services program is flexible and generalized enough that it provides training for a diverse range of professional activities in the discipline. Whether it be in the domain of personal insurance, liability insurance or financial services, graduates of this program will have the background and expertise to pursue an exciting and promising career.

The Insurance and Financial Advisory Services program was developed in keeping with the professions’ regulations and conditions, providing instruction in claims adjustment and underwriting, and the following three distinct areas:

•	Personal insurance;
•	Personal financial planning and protection;
•	Group and business insurance.

The ideal candidate for this program is:

•	Interested in personal finances;
•	Skilled in interpersonal relations,
•	Comfortable being an advisor,
•	At ease in a collaborative environment,
•	Highly responsible;
•	A good communicator;
•	Proficient in reasoning, analysis and synthesis;
•	A good time-manager;
•	Able to easily adapt to change;
•	An ambitious, dynamic, resourceful self-starter;
•	Interested in computers.

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Related Jobs

Graduates will be qualified to contribute the knowledge they acquired in this program to positions in various companies, such as:

•	Credit unions and financial institutions (banks, caisses, loan societies);
•	Investment societies (trusts, mutual fund investment companies);
•	Insurance companies (personal or liability);
•	Brokerages (financial security advisors, liability insurance);
•	Claims adjusters, mutual fund sales, securities firms.

The program also helps the students to understand that two important aspects of the profession are prioritizing quality contact with clients and taking into consideration a full range of needs.

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Course List

General Education Courses:

•	3 Physical Education classes
•	3 Philosophy classes
•	4 Language and Literature classes
•	2 Second-Language classes (French, English or Spanish)
•	2 related courses in the following disciplines: Technology and Science, Modern Languages, Arts and Aesthetics

Specific Training:

•	Work-function analysis
•	Common operating systems and software
•	Communicating in the workplace and the client-centred approach
•	The legal framework of insurance and financial products
•	Quality management techniques and the client-centred approach
•	Accounting principles and methods
•	Increasing client awareness of automobile insurance products
•	The role of macroeconomic information in advising clients
•	Understanding fire regulations and prevention
•	Increasing client awareness of home insurance
•	Personal-insurance clients
•	Analyzing tax regulations affecting financial planning
•	Statistical methods for risk analysis and product promotion
•	Tailoring disability insurance for specific clients
•	Financial data analysis
•	Tailoring life insurance for specific clients
•	Tailoring a financial-product mix for specific clients
•	Management tools that facilitate sales of insurance products and financial services
•	Advising clients on financial planning and protection
•	Promoting damage insurance to personal and business clients
•	Creating customized insurance and group-annuity packages for organizations, businesses or individuals
•	Promoting bond and liability-insurance products for businesses and individuals
•	Risk underwriting
•	Claims adjusting
•	Client-services for business insurance

Students who have completed the Business Management or Accounting and Management Technologies program may have thus earned prerequisites for the Financial Services and Insurance Advisor program, if they decide to enrol in the latter.

To be accepted into a program leading to a DCS (Diploma of Collegial Studies), candidates must satisfy the College Education Regulations criteria.

Prerequisite: Mathematics 436. The College reserves the right to replace certain courses.

•	Graduates of this course receive a Diploma of Collegial Studies (DCS).
•	With a Insurance and Financial Advisory Services Diploma of Collegial Studies (DCS), one can enter university.

Due to agreements between LaSalle College and various universities, equivalencies for this DCS may be granted by the university.

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