The Financial Services Representative (FSR) Program is designed to introduce FSRs to the key concepts of financial guidance, financial planning and personal lending. A new FSR following this program is quickly able to identify members’ financial needs, creating opportunities to grow share of wallet.
If you are a new Financial Services Representative or an FSR looking to expand your knowledge base, this program is for you. The FSR Development program is a three-tiered training program designed specifically for Financial Service Representatives working in the credit union system. The curriculum will develop the foundational, applied and advanced skills needed in the role, and leads to an FSR accreditation in partnership with Dalhousie University.
The program consists of the following components:
Foundational Skills: These courses will ensure an FSR has the introductory knowledge needed to assist members with transactional, lending or investing inquiries in the first three to nine months in their role..
Applied Skills: These courses will ensure an FSR is given an opportunity to apply the knowledge they have obtained and continue their growth 12 to 24 months in their role..
Advanced Skills: These courses are offered for those FSRs who want to take their development to an academic level. The FSR Accreditation is offered in partnership with Dalhoursie University and is suitable for an FSR who is 2 to 4 years in their role. They must also have completed their FSR certificate for the foundational and applied levles of training.
For more information on the program, and to register, click the link below to visit the Learning Gateway:FSR Development Program Description/Registration
Special thanks to Assiniboine Credit Union, Steinbach Credit Union, Westoba Credit Union and Access Credit Union for collaborating and supporting the development of this program.
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