Apprenticeship│10 Credits│Beaver Dam, Fond du Lac, West Bend, Online
Financial Services Professional Apprenticeship
Learn the ins and outs of financial services fundamentals to take your career to the next level.
A financial services professional identifies prospective individuals and businesses to uncover needs, and implements strategies to meet client needs, and create and advise on financial plans.
What You’ll Learn
Students will learn about financial products and services, lending regulations and practices, client relationship management, and marketing and brand management.
Program Outcomes
- Prospect for business
- Convert prospects to clients
- Manage client relationships
- Maintain ongoing professional development
- Maintain compliance documentation
Students interested in an apprenticeship do not complete standard admissions with Moraine Park.
Interested students/employers should contact the training representative listed below to start the apprentice/employer apprenticeship contract application:
Lavelle Gill, Apprenticeship Training Representative
Phone: (262) 340-1143
Email: almonl.gill@dwd.wisconsin.gov
Learn more at www.wisconsinapprenticeship.org
Registered Wisconsin Apprentice
Special Provisions: Complete Series 6 Certification
Minimum Qualifications:
- Be at least 18 years of age
- Have a high school diploma, GED or equivalency
- Have a valid government-issued photo identification
Career Opportunities
- Financial Planner
- Financial Advisor
- Service Representative
- Investment Advisor
- Wealth Management Advisor
- Insurance Agent
- Financial Representative
Several factors influence the total cost of your degree, including enrollment fees, the number of credits required, and textbooks.
For further details, please visit the estimated cost of attendance page.
Training Period
- 1-year apprenticeship under the hybrid model (both time-based and competency-based)
- 2,000 hours on-the-job training
- 144 hours of paid related instruction
- Complete Transition to Trainer course in the final year
Working Conditions
Financial services professionals generally work in an office environment and spend most of their time using computers and viewing computer monitors.
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.
Financial Aid is available for associate degree and technical diploma programs (those that are 2 semesters in length and typically with 28 credits or more). Processing can take 4-5 weeks after a student’s completed Free Application for Federal Student Aid (FAFSA) is received. Visit the Financial Aid page to learn more.
Our recruiters on any of the three campuses are ready to help you plan your future!