Financial Services Customer Representative
Technical Diploma
14 Credits | Less than 1 year
Career Cluster: Finance
Ready to join WITC's successful graduates? Easily apply today.
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Finding the class you want to take has never been easier.
In this program, you will learn the basic elements of financial money management with courses such as Financial Accounting, Personal Finance, Principles of Finance and more.
Program Overview
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, you will have an understanding of where money goes and strategies for building financial security and wealth.
Program Outcomes
Financial Services Customer Representative graduates will be able to:
- Create reports
- Analyze financial data
Learn by doing.
Help others achieve financial goals.
In-demand career.
Academics
Financial Services Customer Representative is available at the Ashland, New Richmond, Rice Lake and Superior campuses through a blend of online and in-person classes.
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.
Less than 1 year
In less than one year, you can obtain a rewarding career in the field of finance. This diploma will prepare you with the skills needed for entry-level positions in the industry.
Career Pathway
Earn credentials each step of the way with Career Pathways. Start with this credential and continue your education to obtain the Finance associate degree. From there, you can take your education a step further with WITC's university transfer agreements.
Curriculum
The program is comprised of courses that will prepare you for entry-level positions in the field of Finance.
Featured Financial Services Customer Representative Courses
Financial Services Customer Representative is Part of a Career Pathway
As a Financial Services Customer Representative student at WITC, you can earn credentials each step of the way.
You could take this first and get a credential.
Obtain the associate degree.
Continue your education to obtain your bachelor's degree.
Financial Services Related Bachelor's Degree
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.
Learn More About Paying for College
Estimated Total Program Costs*
Financial Services Customer Representative
14 Credits | Less than 1 year
$2,048
$722 for books (including tax)
*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 Customer Representative Program
Upon completion of the program, you will obtain a Financial Services Customer Representative technical diploma.
Transfer Options
Transfer your WITC credits to a four-year college in Wisconsin to obtain your bachelor's degree and beyond.
Career Outlooks
WITC's graduates experience success. Learn more about the types of careers you can get after graduation.
Ready to join WITC's successful graduates? Easily apply today.
Download the Catalog
Learn more about WITC's programs, courses, tuition and fees, services and more.
Finding the class you want to take has never been easier.
