Associate of Applied Science│64 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.
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
Career Pathways
The program will provide pathways for students who participated in dual credit opportunities during high school. Students can transition from high school to the program immediately following graduation with up to four technical studies courses completed through dual enrollment.
Credit for Prior Learning will create a pathway for people with on-the-floor training and work experience in the insurance and finance sectors. The program will design and schedule courses to support the unique training needs of learners who enter the program with prior training, certification, and work experience.
Moraine Park continues to actively pursue transfer agreements for graduates of the Finance and Insurance Services Specialist degree to pursue bachelor’s degrees through schools including UW Oshkosh, UW Milwaukee, and Lakeland University.
Occupations
Career opportunities include, but are not limited to, the following professions:
- Certified Financial Planner (CFP)
- Customer Service Representative
- Financial Advisory
- Insurance Sales Agent
- Loan Processor
- Personal Banker
Course requirements are subject to change. Visit our catalog for up-to-date information.
| SEMESTER 1 | CREDITS | |
|---|---|---|
| 101-134 | Introduction to Finance | 3 |
| 103-159 | Computer Literacy – Microsoft Office | 1 |
| 104-102 | Marketing Principles | 3 |
| 114-101 | Financial and Insurance Fundamentals | 1 |
| 801-136 | English Composition 1 | 3 |
| 890-101 | College 101 | 2 |
| Mathematics Course | 3 | |
| Credits | 16 | |
| SEMESTER 2 | ||
| 101-112 | Accounting 1 | 4 |
| 102-110 | Introduction to Business | 3 |
| 105-160 | Business Law | 3 |
| 101-138 | Data Management, Analysis and Reporting | 3 |
| Social Science Course | 3 | |
| Credits | 16 | |
| SEMESTER 3 | ||
| 101-123 | Income Tax Accounting | 3 |
| 103-185 | Microsoft Collaboration | 3 |
| 114-103 | Financial Service Lines | 3 |
| 114-105 | Insurance Service Lines | 3 |
| Communication Course | 3 | |
| Behavioral Science Course | 3 | |
| Credits | 18 | |
| SEMESTER 4 | ||
| 104-135 | Customer Relationship Management | 3 |
| 105-158 | Personal Brand | 2 |
| 114-107 | Financial Wealth Management | 3 |
| 114-109 | Securities Industry – Concepts to Compliance | 3 |
| Social Science Course | 3 | |
| Credits | 14 | |
| Total Credits | 64 | |
Moraine Park’s admissions starts with the online application. The admissions steps and financial aid process can take 6-8 weeks for some programs, so plan ahead.
View and begin standard admissions steps.
If you have any questions or need help with the process, please contact us at admissions@morainepark.edu OR 920-924-3200, TTY/VP:Use Relay VRS.
The cost of your degree depends on a number of factors such as total credits required, textbooks and the financial aid you receive. Some programs have additional costs such as uniforms, technology and equipment.
- $143.45 per credit (resident)
- $215.18 per credit (out-of-state resident)
- Online students are not charged out-of-state fees.
- Please refer to the Tuition & Fee Information for additional enrollment fee information.
Slide the green circle to adjust credits and cost estimate
Credits:
High school dual credit provides high school students the opportunity to earn college credit while in high school, without leaving their high school classroom. The courses are taught by certified high school instructors using technical college curriculum, grading policies and textbooks.
Has previous life experience already helped you build knowledge and skills applicable to your studies? Applying previously earned credits to a program of study can save you both time spent in the classroom and money spent on tuition and fees.
Transferring here is easy! You can transfer in prior college work by submitting official college transcripts or get a free transcript review.
Financial Aid is provided to aid eligible associate degree and technical diploma programs with 28 credits or more. Processing can take 6-8 weeks after a student’s completed Free Application for Federal Student Aid (FAFSA) is received.
Our recruiters on any of the three campuses are ready to help you plan your future!