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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.

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.

New for part-time students: You are strongly encouraged to bring a laptop to all evening and weekend on-campus classes. This will enable you to better apply your learning and practice your skills through classroom activities and examples, and make effective use of time allocated to working on group or individual assessments. Visit the Bring Your Own Device (BYOD) page for standard laptop requirements, and contact business.advising@sait.ca if you have any questions.

Careers: Financial Services Representative | Mortgage Assistant | Insurance Claims Representative | Bank Teller | Fiancial Clerk | Sales Associate 

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:

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


School of Business


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