Financial Services Trainee

financial services trainee

Program Information

  • Location: Downtown Milwaukee Campus, West Allis Campus
  • Pathway: Business & Management
  • Program Code: N/A
  • Offering: In-class, Online
  • Degree Type: Certificate
  • Start Dates: August/January

About the Financial Services Trainee Certificate


Attain the solid foundation in banking and finance concepts needed to enter the financial services industry.

You can apply your credits toward completing the Financial Services technical diploma and the Banking and Financial Services associate degree.


Banking and financial services picture

Banking and Financial Services

Learn accounting and financial principles used in banks, credit unions, insurance and consumer finance companies, and corporate finance departments.

Financial services photo

Financial Services

Begin your business career by learning accounting and financial principles for entry-level employment in banks, credit unions, insurance and consumer finance companies, and corporate finance departments.

Detailed Program Information

2021-22 Curriculum

Course Course Name Credits
ACCTG-111 Accounting 1 4
BADM-106 MS Office for Business Applications 3
FIN-120 Introduction to Money, Banking and Financial Markets 3
MKTG-104 Selling Principles 3

All credits must be earned at MATC with a 2.0 cumulative GPA or higher. Upon completion of the certificate's requirements, the student's transcript is notated with the credential earned.

Some certificates can be earned while completing associate degrees and/or technical diplomas that are eligible for financial aid. Certificate programs alone are not eligible for financial aid; consult an MATC advisor for information.

Curriculum requirements are subject to change.

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

Search for available classes now (link) to see course descriptions, class times and locations.

Already a student? You can visit Self-Service (link) and choose Student Planning to register for classes.

2021-2022 Program Card

View/print the program card: front (png) | back (png)

Important Dates

Deadlines and important dates can be found on:
Cost & Aid Deadlines

Also, you can find dates and deadlines on the MATC Calendar

Career Outlook

This certificate prepares you to enter the field in an entry-level capacity, and provides a foundation for additional education that can lead to these career opportunities:


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


Learn about scholarship opportunities here.

Learn about Scholarships available for this program here:
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Business & Management Academic & Career Pathway


Last updated: 08/25/2021