Financial Services Representative

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Technical Diploma

Program Number:

311142

Credits:

33.00

Financial Aid Eligible

Create a solid foundation in the financial services field with this technical diploma. This program, which comprises the first year of the associate’s degree in Financial Services, teaches you essential skills for entry into fields such as insurance, banking, customer services, sales, and underwriting. Graduates work at credit unions, banks, insurance companies, and financial firms, or continue their studies in Financial Services. Emphasis is placed on professionalism, financial principles, sales, and business applications.

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Estimated Program Costs

Graduation Employment Stats

Career Opportunities

Brokerage Clerk

Financial Accountant

Insurance Underwriter

Loan Interviewers

Program Outcomes

Use effective communication skills
Apply mathematical concepts
Transfer social and natural science theories into practical applications
Demonstrate ability to think critically
Demonstrate ability to value self and work ethically with others in a diverse population
Use technology effectively
Make decisions that incorporate the importance of sustainability

Create reports.
Analyze investments.
Sell financial products and services.

Admission Requirements

College Requirements

Application

$30 Application Fee

High School Transcript or GED/HSED

Program Requirements

Western Technical College uses ACCUPLACER, a computer-based, online assessment that measures your abilities in reading, sentence skills, and arithmetic. This information will be used to place you in courses that best fit your academic goals. Based on your scores, you may need to take additional general studies course(s) along with the general studies courses required for your program.

Several options for waiving the ACCUPLACER test are available; view the waivers here.

Learn more about placement tests and how they are used at Western: Placement Testing.

Gainful Employment

Career Pathways

This program is part of a career pathway, a laddered approach to career education. It allows you to earn employer-recognized credentials that lead to job and career advancement.