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FSR Program

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.

Phase 1: Foundational Development

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 provides new and still-learning FSRs with the foundational knowledge required to confidently provide members with financial guidance, financial planning and personal lending services. The program is being developed in phases, with the first phase now complete, and the final phase—which involves establishing an accreditation for the FSR Program—expected to be completed in 2018.

The FSR program was developed in conjunction with Manitoba’s Assiniboine Credit Union, Steinbach Credit Union, Westoba Credit Union and Access Credit Union. These credit unions provided the seed funding and guidance to quickly bring the program to market. 

This first phase of the FSR Program consists of 4 parts:

Product and Service Knowledge Assessment: Before you begin the FSR program you complete an assessment of your foundational financial knowledge to ensure learning is focused on appropriate areas. 

Spotting Quality Referrals: This 60-minute eLearning module helps you understand financial products and planning in order to make quality referrals to specialists. Note that a province-specific course is available for Manitoba.

Core Credit Knowledge: This 60-minute eLearning course introduces you to the core concepts of lending and walks you through the roles and responsibilities of the position.

FSR Start Series: Consisting of 6 modules, this final component of the FSR foundational program provides you with the knowledge you need to recommend appropriate products and services to members.

For more information on each of the modules, and to register, click the links below:

Click here to view the FSR Development Program brochure and curriculum. If you are an FSR interested in this new program, speak with your manager of credit union HR manager about whether the program is right for you.

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