Monday – January 21, 2019

Financial Services (2017-2018)

Technical Diploma
School of Business / Finance Career Cluster

Downtown Milwaukee and West Allis campuses
Also offered entirely online
Program Code: 31-114-3

For Information: 414-297-6395
Downtown Milwaukee Campus, 414-297-MATC
West Allis Campus, 414-456-5500

Overview — Learn accounting and financial principles for employment in banks, credit unions, insurance and consumer finance companies, and finance departments.

The program equips students with specialized skills, knowledge and core competencies desired for entry-level positions within the industry.


Online Option — This program may be taken on campus or entirely online; on-campus testing may be required.

Career Pathway — You can earn the Financial Services Trainee certificate on your way to completing this program. After earning  this technical diploma, your credits can be applied to completing the Banking and Financial Services associate degree. Contact an MATC advisor for information.

Career Outlook — Program graduates may locate positions with financial service organizations such as banks, insurance agencies and credit firms. Employment opportunities include credit specialist, collections specialist, insurance sales agent and loan specialist.

View gainful employment data about this program


Program Learning Outcomes — Employers will expect program graduates to:

  • Exhibit knowledge and understanding of banking and financial transactions
  • Demonstrate knowledge and understanding of accounting concepts
  • Apply selling skills
  • Employ problem-solving and decision-making skills
  • Demonstrate appropriate application of financial tools


Admission Requirements — The following are required for admission to the program:

  • A high school diploma or GED
  • Demonstration of proficiency in basic skills through a course placement assessment

Possible Careers
Collections Specialist
Credit Specialist
Customer Service Representative
Insurance Sales Agent
Loan Specialist
Sales Assistant

Related Programs
Financial Services Trainee
Banking and Financial Services
Business Management

Start Dates: August/January

Curriculum effective 2017-18. 

Current MATC students should consult their Academic Program Plan for specific curriculum requirements.

( ) = Semester Order for Full-Time Students.



(1)  FIN-110 Principles of Banking  3  

(1)  BADM-106

MS Office for Business Applications ^



(1)  ACCTG-111

Accounting 1 ^



(1)  RBUS-102

Mathematics of Business

(1)  FIN-120 Introduction to Money, Banking and Financial Markets ^  3
(2)  ENG-151

Communication Skills 1 ‡


  (or) ENG-201 English 1 ‡

(2)  FIN-122

Investment Principles ‡




(2)  FIN-170

Credit Management Procedures


(2)  BADM-192

Risk Management and Insurance



(2)  MKTG-104 Selling Principles ^



‡ Prerequisite required.

^ Counts toward earning the Financial Services Trainee certificate.

Program curriculum requirements are subject to change.

For class times and locations or to register online, visit INFOnline.

Current MATC students should consult their Academic Program Plan for specific curriculum requirements.


Page updated April 2017.