Facebook Pixel Tracking

Financial and Insurance Services Specialist

Associate of Applied Science│61 Credits│Full Time or Part Time│Fond du Lac, Beaver Dam, West Bend, Online

This is a unique program focusing on both finance and insurance. Graduates of the Finance and Insurance Specialist program are prepared to help clients navigate the complex and evolving worlds of finance and insurance.

This program prepares students to obtain industry-recognized credentials required within the financial and insurance industries, including the Series 6, Nationwide Multistate Licensing System (NMLS), and insurance. Students will also gain an understanding of regulatory standards related to Financial Industry Regulatory Authority (FINRA), lending practices, and insurance lines.

Graduates can be employed in support and advising capacities working with clients on financial planning, investment strategies, securities, insurance, pension plans, and real estate.

Accounting Teacher and Student in front of PC

Students will learn about…

  • Financial products and services
  • Insurance products and services
  • Lending regulations and practices
  • Insurance regulations and practices
  • Client relationship management
  • Marketing and brand management
  • Research and critical thinking

Graduates will know how to…

  • Conduct financial and insurance services research
  • Analyze financial and insurance data
  • Manage client relationships
  • Recommend financial and insurance products and services
  • Apply foundational finance and insurance concepts
  • Prepare for client/customer relationships management
Menu