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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. You have up to five years to complete this program.

Program Overview

Flexible Scheduling for the Working Student

Many of our students are managing jobs while completing courses, and enjoy the flexibility that SAIT offers. You can elect to study through Continuing Education (evenings and weekends) or through Distance Education (online).

Your Career

Students in this program may be eligible for entry-level financial services jobs such as:

  • Financial Service Representative
  • Financial Clerk
  • Sales Associate
  • Bank Teller
  • Mortgage Assistant
  • Insurance Claims Representative

Laddering and Transferability

Want to continue your studies? All financial services courses can be transferred into the full-time or part-time Business Administration diploma (Financial Services major).

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.

Admission and Completion

There are no entrance requirements for this program. Be sure you have your SAIT student ID ready; you can begin registering for courses anytime by visiting our website, SAIT. ca. Need help getting your SAIT student ID number? Call Office of the Registrar at 1. 877. 284. 7248.

After you have registered for 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).

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

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


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