Universal College (College Universel) Diploma of Insurance and Financial Services Consulting
Universal College (College Universel)

Universal College (College Universel)

Diploma of Insurance and Financial Services Consulting

Gatineau, Canada

Diploma

English

Sep 2026

On-Campus

Key Summary

About: The Diploma of Insurance and Financial Services Consulting gives you knowledge of insurance and financial services, product recommendation skills and career management. The programme trains you for financial services and life and health insurance. It develops risk assessment, claims settlement and monitoring, personal and commercial property and casualty insurance, individual and group insurance, savings, investment and credit sales, client representation, needs analysis, underwriting decisions.

Career Outcomes: You can pursue roles such as insurance claims handler, risk assessor, insurance advisor / broker, underwriter, client representative, financial services consultant, in property and casualty, life and health, savings and investment sectors.

The Insurance and Financial Services Consulting ACS program will provide you with three important skills: a thorough knowledge of the insurance and financial services fields, the skills to recommend specific products and services in these fields, and the ability to communicate and manage your own career.

The training is structured to enable you to work in both the financial services and life and health insurance sectors.

Based on the requirements of these three subject areas, the program develops the skills necessary to perform the following professional activities:

  • Settle claims
  • Assess risk and recommend and sell personal and commercial property and casualty insurance products
  • Sell individual and group insurance products as well as savings, investment and credit products
  • Act as a client representative
  • Analyze customer needs and objectives
  • Develop programs and recommend insurance or financial services
  • Analyze the risks and particularities of insurance applications to determine if they should be accepted or refused
  • Settle and monitor insurance claims