Financial Services

Financial services photo

Program Information

  • Location: Downtown Milwaukee Campus, West Allis Campus
  • Pathway: Business & Management
  • Program Code: 31-114-3
  • Offering: In-class, Online
  • Degree Type: Technical Diploma
  • Start Dates: August/January

About the Financial Services Diploma


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.

Program graduates will have a solid foundation for a range of career opportunities within the industry.

You can earn the Financial Services Trainee certificate on the way to completing this technical diploma and your credits can be applied to completing the Banking and Financial Services associate degree.

Related Programs

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 trainee

Financial Services Trainee

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

Detailed Program Information

2021-22 Curriculum

Course Course Name Credits
ACCTG-111 Accounting 1 ^ 4
BADM-106 MS Office for Business Applications ^ 3
FIN-110 Principles of Banking 3
RBUS-102 Mathematics of Business 3
ENG-195 Written Communication
(or) ENG-201 English 1 ‡
FIN-120 Introduction to Money, Banking and Financial Markets ^ 3
FIN-122 Investment Principles ‡ 3
FIN-170 Credit Management 3
MKTG-104 Selling Principles ^ 3

‡ Prerequisite required.
^ Counts toward earning the Financial Services Trainee certificate.

Program 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

Program Outcomes

  • Create reports
  • Analyze investments
  • Sell financial products and services

Career Outlook

Program graduates may locate positions with financial service organizations such as banks, credit unions, insurance and consumer finance companies.

Possible Careers

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