Financial Services

18-credit Technical Certificate

Gain practical knowledge to begin or advance your career as a high-demand financial services professional, including insurance agents, registered representatives, financial advisors and others. Meet weekly with real-world industry professionals in an interactive, blended learning environment to master the fundamentals of insurance, income taxation, retirement planning, investments and estate planning.

Credits earned in the Financial Services certificate can be transferred into The American College of Financial Services to get a head start on earning one of three designations:

  • CLU® – Chartered Life Underwriter
  • ChFC® – Chartered Financial Consultant
  • CFP® – Certified Financial Planner

Required Courses

First Semester
 Course NumCourse NameCredits
 114-100 Fin Plan: Process/Environment3  
 114-101 Fund of Insurance Planning3  
 114-102 Income Taxation3  
 114-103 Planning for Retirement Needs3  
 114-104 Investments3  
 114-106 Fundamental of Estate Planning3  
 
Total Semester Credits
18
  
+ (Proficiency Exam Available)
* (Prerequisites or substitutes may apply to this class.)

View available courses for this term

View course descriptions of all required courses

Credit Transfer Opportunities

WCTC has agreements with local high schools and various four-year colleges and universities that enable students to transition more seamlessly from high school to WCTC to four-year colleges. Transcripted credit agreements provide high school students the opportunity to take WCTC courses at their high schools. Agreements with four-year colleges enable WCTC graduates in selected programs to transfer credits, often at junior-level standing. Agreements currently in place for this program are listed below.

There are no credit transfer agreements for this program at this time. For more information, contact your academic advisor.

UW-System Credit Transfer

If you are interested in attending a UW-campus, you should contact a transfer representative at the campus you plan to attend. You may also check credit transfer agreements between WCTC and the UW System to tell you which specific courses and general education classes may be accepted.

Important Cautionary Note:
This information is intended as a general description. Please verify the availability and details of the program that interests you with the transfer coordinator at the receiving institution.