Financial Services and Insurance Technology (New version)






Administration, commerce et informatique

Nombre d'unités

83 2/3

Durée de la formation

1245 Heures


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



Professions visées (IMT En ligne d'Emploi Québec)

Appellation(s) d'emploi

Contenu du programme

Numéro ou codeNom du cours / Compétence
00SZAnalyze the occupation
00T0Use information and communications technologies in the workplace
00T1Interact with clients for the purpose of making sales
00T2Work with others
00T3Comply with the laws and regulations governing financial services and insurance
00T4Analyze statistical data
00T5Communicate in French in the workplace
00T6Analyze personal property and civil liability insurance products
00T7Analyze personal and commercial automobile insurance products
00T8Recommend and sell personal general insurance products
00W2Analyze commercial property and civil liability insurance products
00W3Analyze a business’s financial information for insurance purposes
00W4Recommend and sell commercial general insurance products
00W5Settle a claim
00W6Determine the financial impact of personal finance decisions
00W7Create a portrait of an individual’s financial situation
00W8Analyze individual and group life and health insurance products
00W9Analyze savings and investment products
00WAConsider the impact of tax measures on personal finance decisions
00WBRecommend and sell life and health insurance products
00WCRecommend and sell savings and investment products
00WDAnalyze personal credit products
00WERecommend and sell credit products