Overview

The Banking and Financial Services Certificate prepares students for entry-level employment with commercial and community banks and other financial services organizations such as insurance companies and investment firms.

The certificate courses focus on understanding key financial concepts that are critical to serving financial institutions’ clients, along with building skills in customer relations and interpersonal communication.

All courses in the certificate program also apply to the Finance associate’s degree program.

All certificate courses can be completed through online education.

The certificate program does not include cooperative education.

Related Programs

Finance (FIN)

Contacts

Program Chair

Margaret (Meg) Clark
MBA, CFP

Career Outlook

Graduates Are Prepared To

  • Understand basic banking operations and financial strategies.
  • Communicate effectively in a business setting and provide superior customer service
  • Demonstrate knowledge of social responsibility trends and legal considerations in the financial services industry.

Representative Job Titles For Graduates

  • Financial Clerk
  • Client Service Representative

Graduate Employment Outlook

According to the U.S. Bureau of Labor Statistics, opportunities in financial services are expected to grow by 9 percent through 2022.

$38,080 median annual salary (Financial Clerk)

Graduate Starting Salary Projections

Education Options

Co-op Salary Projections

Certificate program does not include co-op

Curriculum

Effective 2021-2022 academic year

Banking and Financial Services Certificate (BFSC)

First Year
Semester 1 Lec Lab Credits
FIN 100 Personal Finance 3 0 3
ENG 101 English Composition 1 3 0 3
COMM 105 Interpersonal Communication 3 0 3
IM XXX Computer Skills Elective   2 3 3
MAT XXX Mathematics Elective   2 2 3
Semester 2    
ACC 101 Financial Accounting 3 0 3
ECO 110 Principles of Macroeconomics 3 0 3
FIN 130 Principles of Banking 3 0 3
FIN XXX Finance Elective   3 0 3
MKT 105 Marketing and Customer Relations 3 0 3
Total Credits:   28 5 30

Electives

Students must consult with an Academic Advisor when choosing electives
Computer Skills Elective
IM 111 Computer Applications 3
IM 120 Electronic Spreadsheets: Microsoft Excel 3
Mathematics Elective
MAT 105 Quantitative Reasoning 3
MAT 111 Business Mathematics 3
MAT 131 Statistics 1 3
Finance Elective
FIN 120 Risk and Insurance 3
FIN 200 Stocks, Bonds, and Investing Principles 3
Some courses are offered in alternative versions identified with a letter after the course number -- for example, ENG 101 and ENG 101A.

• This curriculum displays only course numbers without the added letter.
• The alternative version, when available, meets the requirements of the course version without the added letter.

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Contacts

Program Chair

Margaret (Meg) Clark
MBA, CFP