Administration, commerce et informatique
Number of credits
Number of contact hours allotted for specific training
Program approved in 2018.
Optional implementation in 2018-2019.
Mandatory in 2019-2020.
The Financial Services and Insurance Technology program prepares students to practise the occupations of general insurance agent, general insurance broker, claims adjuster, financial security adviser and personal finance adviser.
The main duties of these occupations involve settling claims; assessing risks; and recommending and selling personal and commercial general insurance products, individual and group life and health insurance, and savings, investment and credit products.
Graduates work in the field of general insurance, life and health insurance and financial services in both the private and public sectors: banks, credit unions, lending institutions; insurance and reinsurance companies; insurance and securities brokerage houses; trust companies; and portfolio, mutual fund and pension fund management companies.
They must often interact with English- and French-speaking clients and work together with other professionals in the general insurance, life and health insurance and financial services sectors. They work with computers in the workplace or at home, can be paid a salary or work on commission, and sometimes are required to travel.
They must take into account all applicable financial services and insurance laws and regulations when practising their occupation.
To be admitted to the program, a person must meet the general requirements for admission set out in the College Education Regulations, as well as the following special conditions, where applicable:
• no requirements
Targeted professions (Link to Emploi Québec's IMT En ligne)
|Number or code||Course Name / Competency|
|00SZ||Analyze the occupation|
|00T0||Use information and communications technologies in the workplace|
|00T1||Interact with clients for the purpose of making sales|
|00T2||Work with others|
|00T3||Comply with the laws and regulations governing financial services and insurance|
|00T4||Analyze statistical data|
|00T5||Communicate in French in the workplace|
|00T6||Analyze personal property and civil liability insurance products|
|00T7||Analyze personal and commercial automobile insurance products|
|00T8||Recommend and sell personal general insurance products|
|00W2||Analyze commercial property and civil liability insurance products|
|00W3||Analyze a business’s financial information for insurance purposes|
|00W4||Recommend and sell commercial general insurance products|
|00W5||Settle a claim|
|00W6||Determine the financial impact of personal finance decisions|
|00W7||Create a portrait of an individual’s financial situation|
|00W8||Analyze individual and group life and health insurance products|
|00W9||Analyze savings and investment products|
|00WA||Consider the impact of tax measures on personal finance decisions|
|00WB||Recommend and sell life and health insurance products|
|00WC||Recommend and sell savings and investment products|
|00WD||Analyze personal credit products|
|00WE||Recommend and sell credit products|