Financial Services Customer Representative

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Financial Services Customer Representative

Technical Diploma

14 Credits | Less than 1 year

Ashland*, New Richmond*, Rice Lake*, Superior*, Online

Outreach Centers: Balsam Lake*, Hayward*, Ladysmith*

*Combination of Online, Your Choice and On Site instruction. Select courses are available at the Northwood Tech Outreach Centers. Please contact your local campus for specifics. 

Career Cluster: Finance

In this program, you will learn the basic elements of financial money management with courses such as Financial Accounting, Personal Finance, Principles of Finance and more.

Program Overview

Topics studied will include credit cards, student loans, budgeting, saving, debt avoidance, debt reduction, negotiating deals, taxes, retirement, investing, buying a car, buying a house, planning or big purchases and insurance. Upon completion of the requirements of the program, you will have an understanding of where money goes and strategies for building financial security and wealth.

Program Outcomes

Financial Services Customer Representative graduates will be able to:

  • Create reports
  • Analyze financial data
A student looking at stocks on the computer

Learn by doing.

Finance students wearing their business clothes talking among each other and looking at a phone

Help others achieve financial goals.

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In-demand career. 


Financial Services Customer Representative classes are offered on all campuses (Ashland, New Richmond, Rice Lake, Superior) and outreach centers Balsam Lake, Hayward, Ladysmith, through a blend of online, Your Choice and On Site classes.

Small Class Sizes

Get one-on-one training from industry experts. The Financial Services instructors have years of professional experience in the subjects they teach.  Learn first-hand with small class sizes and flexible scheduling. 

Less than 1 year

In less than one year, you can obtain a rewarding career in the field of finance. This diploma will prepare you with the skills needed for entry-level positions in the industry. 

Career Pathway

Earn credentials each step of the way with Career Pathways. Start with this credential and continue your education to obtain the Finance associate degree. From there, you can take your education a step further with Northwood Tech's university transfer agreements. 


The program is comprised of courses that will prepare you for entry-level positions in the field of Finance. 

Explore the Curriculum

Featured Financial Services Customer Representative Courses

| 3 CR
Personal Finance introduces students to money management, taxes, financial services, credit, real estate, insurance, stocks, bonds, mutual funds, retirement planning, and estate planning.
| 3 CR
The Principles of Finance course concentrates its study on the financial management of business. Students analyze profitability, cash flow, long-term investment decisions, long-term financing decisions, short-term working capital management, mergers, acquisitions, and business failure.
| 4 CR
Complete accounting cycle, special journals, payroll tax principles, special procedures, and financial statements. Accounting applications through practice set approach.

Financial Services Customer Representative is Part of a Career Pathway

As a Financial Services Customer Representative student at Northwood Tech, you can earn credentials each step of the way. 

Download the Career Pathways map

You could take this first and get a credential.

Technical Diploma
14 Credits / 1 Semester Full Time; Part Time Options Available
Potential Careers
Customer Service Associate, Member Services Representative, Teller, Cashier, Sales Associate, Loan Analyst, Loan Processor
Range of Yearly Salary
Insufficient data to report
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Obtain the associate degree.

Associate Degree
60 Credits / 2 Years Full Time; Part Time Options Available
Potential Careers
Business Manager or Owner, Loan Officer or Personal Banker, Sales or Sales Manager, Financial Analyst, Investment Advisor, Insurance Sales or Broker, Real Estate Sales or Broker, Stockbroker, Accountant / Bookkeeper
Range of Yearly Salary
$29,804-$50,000 Annually
Arrow pointing down

Continue your education to obtain your bachelor's degree. 

Financial Services Transfer Options

UW-Superior | UW-Stout | UW-Whitewater | Concordia University | Franklin University | Lakeland University | Milwaukee School of Engineering | Northland College+

Admissions and Tuition

Northwood Tech has a simple admission process for this program just complete the online application or contact Student Services. When completing an online application, select Financial Services Customer Representative from the program of choice drop down list. That’s it!

Tuition and Fees

Northwood Tech breaks down the cost of education, so you'll have a good idea of how much your education will cost.

Learn More About Paying for College



Estimated Total Program Costs 2021-22*

Financial Services Customer Representative

14 Credits | Less than 1 year


*Tuition is an estimate and does not include any miscellaneous fees for various courses, tools, books, supplies or uniforms. Program book costs are in addition to tuition and fees and vary depending on course selection and where the books are purchased or rented. 

After the Northwood Tech Financial Services Customer Representative Program

Upon completion of the program, you will obtain a Financial Services Customer Representative technical diploma. 

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Transfer Options

Transfer your Northwood Tech credits to a four-year college in Wisconsin to obtain your bachelor's degree and beyond.

View Transfer Options

Career Outlooks

Northwood Tech's graduates experience success. Learn more about the types of careers you can get after graduation.

View Career Options

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Choose a campus to view contact information, or for general assistance, please contact us.

Rice Lake Admissions Contact

Tia Dietz

Admissions Advisor

800.243.9482 ext. 5220


Ashland Admissions Contact

Jennifer Bednarik

Admissions Advisor

800.243.9482 ext. 3195


New Richmond Admissions Contact

Jodi Saliny

Admissions Advisor

800.243.9482 ext. 4339


Superior Admissions Contact

Mary Glad

Admissions Advisor

800.243.9482 ext. 6243


Take the Next Step

Are you ready to experience success? Northwood Tech staff are standing by to support you in reaching your educational and career goals, so do it. Take the leap.