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Financial Services Customer Representative

30-114-1 Technical Diploma (less than one-year)
Campus: Ashland*, New Richmond*, Rice Lake*, Superior*

*Combination of ITV (Interactive Television), in-person or online instruction

Investments. Finance. Leadership.

Students will learn the basic elements of financial money management. Topics studied will include credit cards, student loans, budgeting, saving, debt avoidance, debt reduction, negotiating deals, taxes, retirement, investing, buying a car, buying a house, planning or big purchases and insurance. Upon completion of the requirements of the program, students will have an understanding of where money goes and strategies for building financial security and wealth.

How to Apply

Complete the online application or contact Student Services. When completing an online application, select the Financial Services Customer Representative program from the program of choice dropdown list.

Career Pathway Options

Career Pathways connect progressive levels of coursework to allow students to build upon their education. Each step in the pathway connects with employment options and provides the opportunity for advancement to higher levels. The Financial Services Customer Representative program is a pathway option is the following program:

Program Outcomes

Employers will expect Financial Services Customer Representative graduates to be able to:

Program Costs

View more information on program and costs.