Financial Services student wearing a suit and sitting and analyzing stocks on a computer

Financial Services

Associate Degree

60 Credits | 2 Years

Associate Degree | Financial Aid-Eligible

Ashland*, New Richmond*, Rice Lake*, Superior*

Outreach Centers: Balsam Lake*, Hayward*, Ladysmith*,

*Combination of Online, Your Choice, In Person and Web Conferencing instruction

Career Cluster: Finance

Companies that operate in the financial services industry are in the business of managing money. In this role, you will assist customers and companies with their personal financial needs and help them realize their financial dreams. Do you want to be your own boss, manage a business or work in a professional field?  All it takes is a degree in Financial Services from WITC to get you started on your career path today. 

Program Overview

In the Financial Services program, you will learn how to manage your personal finances as well as business finances. Imagine helping others get out of debt, save for retirement or increase profits and net worth for your business. If you have a passion for helping yourself and others succeed, then the financial services program is the right choice for you. 

Program Outcomes

Financial Services graduates will be able to:

  • Create reports
  • Analyze financial data
  • Analyze investments

Financial Services is all about helping others realize their financial goals. Many financial services jobs give you the freedom to set your own schedule, work from home and become your own boss. You, and only you, determine your income level and you are in charge of your time. If you are willing to work hard, the rewards are huge.

Financial Services student studying at a computer.

Help others. 

Financial Services instructor teaching in front of a class

Be your own boss. 

Financial Services students in a classroom

A growing field. 


Get the skills needed to start working today. As a technical college, WITC focuses on learning the job skills needed to succeed in your career. Get the skills needed to start your job right away and finish in only 2 years saving thousands of dollars and time over a traditional 4-year degree. After graduating from WITC with an associate degree, many students find a great job in their field and continue working while completing their bachelor’s degree. The best part is many colleges accept 60+ credits upon transfer allowing you to start as a junior. This saves you time and money while allowing you to continue working if you want. 

The Financial Services program is flexible. Take it from home. Take it from work. Show up in person. WITC designed the program to fit your needs.  Courses are offered on all campuses  (Ashland*, New Richmond*, Rice Lake*, Superior*) and outreach centers Balsam Lake*, Hayward*, Ladysmith*. Conveniently take classes in a way that fits your lifestyle: online, Your Choice, in person, Web Conferencing, or WITC Flex. 

*Combination of Online, Your Choice, In Person and Web Conferencing instruction

Small Class Sizes

Get one-on-one training from industry experts. The Financial Services instructors have years of professional experience in the subjects they teach.  Learn first-hand with small class sizes and flexible scheduling. 

100% Job Placement

Financial Services graduates are in high demand. According to the 2017-2018 WITC graduate survey, 100% of graduates were employed 6 months after graduation.

High Starting Salaries

The starting salary for WITC financial services graduates in 2018 was $36,990.


The financial services curriculum is split into six modules designed to give graduates the skills needed to find employment and succeed in their career. Each module focuses on application of real world training instead of traditional theory based lecture. Students will learn hands-on while completing the following modules: 

  1. Learning how to manage your money and get out of debt with personal financial planning 

  1. Buying and selling investments such as mutual funds, stocks, real estate and bonds 

  1. Using insurance to manage risk to your car, home, health and life 

  1. Financial management for your business to increase profit and build net worth 

  1. Accounting fundamentals for the successful business manager 

  1. Money management skills needed to succeed in banking careers 

Explore the Curriculum

Featured Financial Services Courses

| 3 CR
Money and Banking introduces students to money and the financial system, interest rates, financial institutions, and the Federal Reserve.
| 3 CR
Investments introduces students to stock and bond valuation models, options, futures, future options, international investing, and the spot market. In addition, the student will learn about various investment careers and the various licensing requirements, regulations, and laws that impact the investment community.
| 3 CR
Principles of Insurance introduces students to insurance contracts, legal principles, and utilizing insurance as a risk management tool using automotive, homeowners, life, health, and commercial insurance.

Financial Services is Part of a Career Pathway

As a Financial Services student at WITC, you can earn credentials each step of the way! 

Download the Career Pathways map

You could take this first and get a credential.

Technical Diploma
14 Credits / 1 Semester Full Time; Part Time Options Available
Potential Careers
Bank Teller, Customer Service Associate, Member Services Representative, Teller, Cashier, Sales Associate, Loan Analyst, Loan Processor
Range of Yearly Salary
$28,931-$32,757 Annually
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This is the program you’re looking at.

Associate Degree
60 Credits / 2 Years Full Time; Part Time Options Available
Potential Careers
Business Manager or Owner, Loan Officer or Personal Banker, Sales or Sales Manager, Financial Analyst, Investment Advisor, Insurance Sales or Broker, Real Estate Sales or Broker, Stockbroker, Accountant / Bookkeeper
Range of Yearly Salary
$20,798-$45,000 Annually
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Continue your education to obtain your bachelor's degree. 

Financial Services Transfer Options

UW-Oshkosh | UW-River Falls | UW-Superior | UW-Stout | Cardinal Stritch University | Franklin University | Lakeland University | Milwaukee School of Engineering | Northland College

Admissions and Tuition

WITC has a simple admission process that can be completed in one visit. To start the process, simply fill out an application form along with a $30 application fee. After you’ve successfully submitted your application, your next step is to schedule an admissions meeting with a WITC counselor to discuss your goals and expectations. That’s it!

Tuition and Fees

WITC breaks down the cost of education, so you'll have a good idea of how much your education will cost. 

Financial Aid

Financial aid is available to help you pay for your education. It can come in the form of grants, loans, federal work study, military and veterans benefits, division of vocational rehabilitation benefits and scholarships. 

Learn More About Paying for College

Estimated Total Program Costs 2020-21*

Financial Services

60 Credits | 2 Years


*Tuition is an estimate and does not include any miscellaneous fees for various courses, tools, books, supplies or uniforms. Program book costs are in addition to tuition and fees and vary depending on course selection and where the books are purchased or rented. 

After the WITC Financial Services Program

Upon completion of the program, you will obtain a Financial Services Customer Representative technical diploma and a Financial Services associate degree.

Student studying at a computer

Transfer Options

After you complete your two-year Financial Services associate degree at WITC, you can transfer to another college to continue your education and earn your bachelor's degree.

View Transfer Options

Career Outlooks

WITC's graduates experience success. Learn more about the types of careers you can get after graduation.

View Career Options

Student studying at a laptop


Choose a campus to view contact information, or for general assistance, please contact us.

Rice Lake Admissions Contact

Shawn Larson

Admissions Advisor

800.243.9482 ext. 5220


Ashland Admissions Contact

Jennifer Bednarik

Admissions Advisor

800.243.9482 ext. 3195


New Richmond Admissions Contact

Jodi Saliny

Admissions Advisor

800.243.9482 ext. 4339


Superior Admissions Contact

Mary Glad

Admissions Advisor

800.243.9482 ext. 6243


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Are you ready to experience success? WITC staff are standing by to support you in reaching your educational and career goals, so do it. Take the leap.