Financial Services — Summit Academy OIC

Offered by ZeilLink

Open enrollment
FlexibleFlexibleMonday–Friday, 8:30 a.m.–2:50 p.m.; confirm current cohort timetable.935 Olson Memorial Highway, Minneapolis, Minnesota, 55405, United StatesAll levels

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