Financial Services Representative

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Technical Diploma

Program Number:

311142

Credits:

33.00

Financial Aid Eligible

Typical Start:

Fall

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

Living responsibly
Refining professionalism
Cultivating passion

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.

Software and Technology

Most of Western’s classes require the use of a personal computer or laptop, standard software, internet access, and other technology-related items.

If you do not have a personal computer or laptop, or if the one you have does not meet the following criteria, resources may be available. Submit a Student Resource Request using our online form.

Computer/Laptop Hardware

Smartphones are not recommended for completing assignments.
Chromebooks are not recommended due to issues with installing software that is needed for classes, such as Office 365.
Web camera with microphone (usually built into newer laptops or can be purchased separately) is necessary for online participation.

Software Needs

Western uses the Blackboard Learning Management System. Some courses may use Zoom or Microsoft Teams to meet and work virtually. Visit our website for guidance on how to access and use these tools.
Office 365 (available to download for free once you have a student email)
Recommended web browsers: Chrome or Firefox

For detailed specifications, please review Technology and Software Recommendations for Most Classes on Western’s IT Knowledgebase.

Campus Resources

Western has several computer labs available. Visit our website to find open hours and locations on the La Crosse campus. Or find information on how to access resources on our Regional Locations web page.
The Learning Commons has computers, webcams, and microphones available for in-house use. Our librarians recommend checking your local public library for computer access on the weekends. Staff members can also provide information on free, off-campus Wi-Fi spots. Contact them at LearningCommons@westerntc.edu or call 608-785-9198.

Need Assistance?

Contact the Learning Commons! The staff are happy to answer questions, provide individualized assistance, and direct you to other supports as needed.

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.