Program Objectives

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.

Length of training

Specific (hours)Total (hours)
16052265

Total length of training includes general training that is common to all programs for 420 hours, general training for this program for 150 hours as well as complementary general training courses for 90 hours.


Duration of training consists of theory and lab work for courses; personal time that the student invests is excluded.

Program Content

Number or Code Statement of the 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
Number of hours alloted to specific training: 1605 hours

Admission Conditions and Prerequisites

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

Educational Organizations Offering the Program

College D/E
Vanier College D More info 

Insurance Agent and Broker
Insurance Adjuster
Financial Services Representative

The college training program in Financial Services and Insurance Technology leads to three careers:

Insurance agents and brokers analyze the client’s needs in terms of personal and general insurance. They provide professional advice and recommend insurance products to clients. As brokers, they negotiate with insurers to find the best products. As agents, they sell various insurance products. It’s a stimulating job that requires good communication skills, sales and customer service skills, and analytical ability. A career as an insurance agent or broker is suited to honest, discreet, and thorough people.

Claims adjusters investigate the circumstances of a theft, fire, accident, etc. They assess losses and damages following a claim, settle claims and write reports. It’s a challenging job that requires problem-solving skills, curiosity and a good analytical mind. A career as a claims adjuster is suited to honest, discreet, and meticulous people.

Financial services representatives advise clients on financial products (personal accounts, credit, investments, etc.). They promote financial and insurance products and develop different programs based on the needs of their clients. It’s a stimulating job that requires communication and numeracy skills, as well as a talent for sales and customer service. A career as a financial services representative is suited to honest, discreet, and thorough people.

Related Training(s)

Sales Representation
Accounting and Management Technology
Professional Sales

Average Salary

Insurance Agent and Broker — $27.69
Insurance Adjuster — $34.00
Financial Services Representative — $26.67

Job Titles

Insurance agent
Insurance broker
Insurance adjuster
Financial services representative

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