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Home Programs & Courses Continuing Education Courses and Certificates Financial Services Certificate of Achievement
Students listen to instructors lecture on financial planning.

Financial Services Certificate of Achievement


Credential: Certificate (non-credit)
Available: Continuing Education Classroom or Online

Program Description

Are you looking for a rewarding career with high growth potential? If so, a career in financial services may be right for you. Demand for qualified employees in Alberta's financial services sector is growing. Through SAIT's Financial Services certificate of achievement program, we can help you step into this rewarding career path.

The financial industry is dynamic and fast-paced. Our highly qualified instructors have vast experience in the financial services industry. They prepare you with the necessary knowledge to be successful and productive in the workplace.

"I love helping students connect with the concepts they're learning by keeping things as real as I can. I use stories from our past and real situations from today's headlines to bring ideas and concepts to life."

-Don Rae, Instructor, School of Business

Our finance courses will set the stage for a successful career in any aspect of this sector whether it be banking, insurance, investing, treasury branches, credit unions or more. Our curriculum covers sales training, business math, customer service, financial accounting and financial planning. After graduating from SAIT's Financial Services certificate program, you will be qualified to work in an entry-level position within the financial services industry.

Laddering and Transferability

We want you to succeed and reach your full potential in the accounting profession. Our programs are designed to help you advance to the type of career you're seeking. All courses in this program, excluding BFIN 301 Finance for Managers, are transferable to our part-time or full-time Business Administration diploma - Financial Services major.

Admission and Completion

It's a simple process to get started. There are no entrance requirements for this program. You can register for courses at any time by clicking on a course name in the table at the end of this page. Be sure to have your SAIT student ID number. Need to get your ID number? Call Student Services at 1.877.284.7248.

Once you have registered for at least one course, fill out and submit the Program Declaration Form to advising@sait.ca.

You have up to five years to complete all certificate courses. You must meet the graduation requirements as they exist at the time you register for your first course (see AC.3.1.1 Grading and Progression).

Course Selection

Courses for this program may be available through Continuing Education, offered in the evenings and weekends, and/or through Distance Education, available online.

Evening and weekend classes are offered in January, May and September. Online courses are offered 3-12 times per year. Registration is as follows:

  • Fall enrollment opens in July
  • Winter enrollment opens in October
  • Spring enrollment opens in February

Online registration closes about one week before the course start date. You can register up to one business day before the start date by calling 403.284.7248 or 1.877.284.7248. Some courses do fill up quickly; it is recommended you register early.

Student Success

  • We find there is a direct correlation between the time and energy invested to the amount of success achieved.
  • Remaining focused and diligent with coursework is important for success in completing the program.
  • You must be able to read, write and understand the English language at a level exceeding basic conversational English.

Four core courses and four electives are required to complete the program. Review the list below:

Core Courses:
Business Mathematics BMAT-230 Classroom or Online
Communication and Presentation Skills COMN-220 Classroom or Online
Introductory Financial Accounting I ACCT-215 Classroom or Online
Personal Financial Planning BFIN-255 Online
Electives (Choose 4 of the following courses):
Business Computers BCMP-225 Classroom or Online
Finance for Managers BFIN-301 Classroom
Microeconomics ECON-250 Classroom or Online
Risk and Retirement Planning BFIN-341 Classroom
Relationship Selling BFIN-360 Online
Money and Banking BFIN-333 Classroom
Financial Planning Process BFIN-380 Classroom or Online