Financial Services — Summit Academy OIC
Offered by ZeilLink
This training is offered by an external provider.
Registration and course delivery are managed by the provider.
About this training
Training delivered by Summit Academy OIC in Minneapolis, Minnesota. This directory listing is maintained under ZeilLink. Applications, admissions, and teaching are handled by Summit Academy OIC. This 20-week program introduces banking and financial-services operations, including mortgage servicing, insurance, securities, and customer experience. Students build skills in financial mathematics, Microsoft Office, professional communication, and finance fundamentals. Later coursework covers lending, insurance operations, customer success, and securities. Preparation for the Securities Industry Essentials examination is included; passing the examination is a separate outcome. Career support includes resumes, interview practice, and employer connections. Potential roles include bank teller, member services representative, mortgage support, and client support; placement is not guaranteed. Summit advertises no out-of-pocket cost to students, supported by financial aid and gift funding. Applicants must complete the required admissions and financial-aid process; eligibility is determined by Summit. Current start dates and available seats are not confirmed. Check the official program page before applying. Source: https://saoic.org/training/financial-services Program information researched September 9, 2026. Cover image: AI-generated illustration, not a photograph of Summit’s campus or students.
What you will learn
Understand financial-services operations
Apply financial mathematics and office software
Explain basic lending and insurance workflows
Develop customer-service and professional communication skills
Prepare for the Securities Industry Essentials examination
Schedule
Start date
Flexible
End date
Flexible
Time
Monday–Friday, 8:30 a.m.–2:50 p.m.; confirm current cohort timetable.
Duration
20 weeks
