Financial Services Customer Representative Curriculum

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Business Courses (Fall 2021)

Suggested Course List

Business Courses (Fall 2021)

Suggested Course List

Business Courses (Fall 2021)

Suggested Course List

Financial Services Pathway Checklist

2021-22

Financial Services Pathway Checklist

2020-21

Financial Services Pathway Checklist

2022-23


Required Program Courses

10101101
|
UGRD
| 4 CR
Complete accounting cycle, special journals, payroll tax principles, special procedures, and financial statements. Accounting applications through practice set approach.
10103106
|
UGRD
| 1 CR
A complete presentation graphics course that allows you to produce professional-looking presentations. It gives you the flexibility to make informal presentations using overhead transparencies, electronic presentations, formal presentations using 35mm slides, or virtual presentations. Additionally, you can create paper printouts, outlines, speaker notes, and audience handouts.
10103146
|
UGRD
| 1 CR
This is the first course in a sequence that develops foundational skills in the use of Microsoft Office Word features to efficiently and effectively produce business documents. Students will apply Microsoft Word skills to solve practical problems in a project-based format. Explore best practices in document layout, collaboration, tables, reports, desktop publishing basics, themes, sort, styles, and references. Recommended computer foundations: Windows competency, including solid file management skills; ability to key 30 WPM. This course will use Microsoft Office 2019 or Office 365.
10103151
|
UGRD
| 1 CR
This is the first course in a sequence that develops foundational skills in the use of Microsoft Office Excel features to efficiently and effectively produce business spreadsheets. Students will apply Microsoft Excel skills to solve practical problems in a project-based format. Activities will work on creating a spreadsheet, incorporate appropriate formulas and functions to report accurate data, and chart results. Recommended computer foundations: Windows competency, including solid file management skills; basic math fundamentals. This course will use Microsoft Office 2019 or Office 365.
10103152
|
UGRD
| 1 CR
Students will learn to use MS Excel. Credit B activities will include using advanced features of formulas, object linking and embedding, multiple worksheets, 3-D references, macro basics and database basics. COREQUISITE: 10103151 MS Excel A.
10114107
|
UGRD
| 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.
10114125
|
UGRD
| 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.

Total: 14 Credits


Contact

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

Contact

Ashland Admissions Contact

Jennifer Bednarik

Admissions Advisor

800.243.9482 ext. 3195

Contact

New Richmond Admissions Contact

Jodi Saliny

Admissions Advisor

800.243.9482 ext. 4339

Contact

Superior Admissions Contact

Mary Glad

Admissions Advisor

800.243.9482 ext. 6243

Contact

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