Financial Services Required Courses

Download Required Courses by Campus

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

Ashland
New Richmond
Superior
Rice Lake
Online

Financial Services (Fall 2024 - Term 1)

Suggested Course List

Financial Services (Fall 2024 - Term 1)

Suggested Course List

Financial Services (Fall 2024 - Term 1)

Suggested Course List

Financial Services (Fall 2024 - Term 3)

Suggested Course List

Financial Services (Fall 2024 - Term 3)

Suggested Course List

Financial Services (Fall 2024 - Term 3)

Suggested Course List

Financial Services (Spring 2024 - Term 4)

Suggested Course List

Financial Services Pathway Required Courses

2024-25

Financial Services Pathway Required Courses

2023-24


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.
10101103
|
UGRD
| 4 CR
Students will be introduced to corporate accounting. Students will have an understanding of corporate transactions with an emphasis on stocks and bonds. The student will analyze financial statements including the statement of cash flows. Managerial accounting is also introduced in this class. PREREQUISITE: 10101101 Financial Accounting 1.
10101138
|
UGRD
| 2 CR
By using the tools and techniques learned in the class, students will understand how to use financial information to manage a business, make better financial decisions, increase business profitability, and improve cash flow. With a detailed review of what the numbers in the financial statements represent and how managers and owners use that information to be more successful in controlling and growing their business operations, students will learn how to use financial information to build an effective and realistic budget that can be used to control costs, improve profits and gain a competitive advantage. COREQUISITE: 10101101 Financial Accounting 1 or 10101176 Financial Accounting 1A
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.
10104102
|
UGRD
| 3 CR
This course focuses on the marketing process as it relates to the operation of a business enterprise. The intent is to provide students with an understanding of how the marketing function fits within the overall structure of the organization. Special attention is given to the role and significance of evaluating customer needs, pricing, distribution, and promotion of products and services.
10104104
|
UGRD
| 3 CR
This introductory course is designed to acquaint the student with the principles of selling and applications to the marketing of goods and services. Special emphasis is given to developing the selling process. Included are customer relations, sales psychology, steps to successful presentation, closing techniques, and sales motivation.
10105125
|
UGRD
| 3 CR
Business Law provides the student with a working knowledge of the legal system, business ethics, and essentials of contracts. Students gain knowledge in logical and analytical thinking, and are encouraged to challenge legal issues and defend their point of view.
10114103
|
UGRD
| 3 CR
Money and Banking introduces students to money and the financial system, interest rates, financial institutions, and the Federal Reserve.
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.
10114150
|
UGRD
| 3 CR
Investments introduces students to stock and bond valuation models, options, futures, future options, international investing, and the spot market. In addition, the student will learn about various investment careers and the various licensing requirements, regulations, and laws that impact the investment community.
10114192
|
UGRD
| 3 CR
Principles of Insurance introduces students to insurance contracts, legal principles, and utilizing insurance as a risk management tool using automotive, homeowners, life, health, and commercial insurance.
10196189
|
UGRD
| 3 CR
In Team Building and Problem Solving, the learner applies the skills and tools necessary to facilitate problem solving in a team environment. Each learner will demonstrate the application of the benefits and challenges of group work, necessary roles in a team, stages of team development, different approaches to problem solving, consensus, systematic process of problem definition, data acquisition, analysis, developing alternative solutions, solution implementation, evaluation, and documentation.
10196191
|
UGRD
| 3 CR
In Supervision, the learner applies the skills and tools necessary to perform the functions of a frontline leader. Each learner will demonstrate the application of strategies and transition to a contemporary supervisory role including day-to-day operations, analysis, delegation, controlling, staffing, leadership, problem solving, team skills, motivation, and training.
10890116
|
UGRD
| 1 CR
Develop documents and skills to seek, obtain, and retain employment. Strengthen your professional image by developing self-awareness of elements affecting interpersonal and work relationships. Guidelines for determining appropriate grooming, dress, and poise will be covered. Personal life management along with career/life goal setting will be reinforced. This class should be taken in the last semester of the program.

General Education Courses

10801136
|
UGRD
| 3 CR
This course is designed for learners to develop knowledge and skills in all aspects of the writing process. Planning, organizing, writing, editing and revising are applied through a variety of activities. Students will analyze audience and purpose, use elements of research, and format documents using standard guidelines. Individuals will develop critical reading skills through analysis of various written documents. . This course focuses on writing-intensive practices and meets expectations of High Impact Practice courses. NOTE: This course is recognized for general education transfer as part of the University of Wisconsin (UW) System/Wisconsin Technical College System (WTCS) Universal Credit Transfer Agreement (UCTA).
10804123
|
UGRD
| 3 CR
This course integrates algebraic concepts, proportions, percents, simple interest, compound interest, annuities, and basic statistics with business/consumer scenarios. It also applies math concepts to the purchasing/buying and selling processes. Emphasis is placed on the use of complex formulas for sinking funds and for present/future value and payments in both the accumulation and distribution phases of an annuity as well as to the development of formulas for business scenarios such as finding effective interest rates and finding the proceeds of a third-party discount.
10809195
|
UGRD
| 3 CR
This course is designed to give an overview of how a market-oriented economic system operates, and it surveys the factors which influence national economic policy. Basic concepts and analyses are illustrated by reference to a variety of contemporary problems and public policy issues. Concepts include scarcity, resources, alternative economic systems, growth, supply and demand, monetary and fiscal policy, inflation, unemployment and global economic issues. Students in this college transfer course will complete a scholarly research/academic assignment. NOTE: This course is recognized for general education transfer as part of the University of Wisconsin (UW) System/Wisconsin Technical College System (WTCS) Universal Credit Transfer Agreement (UCTA).

CHOOSE 1 OF THE 2 FOLLOWING COURSES:

10801196
|
UGRD
| 3 CR
Focuses on developing effective listening techniques and verbal and nonverbal communication skills through oral presentation, group activity, and other projects. The study of self, conflict, and cultural contexts will be explored, as well as their impact on communication. This course focuses on writing-intensive practices and meets expectations of High Impact Practice courses. NOTE: This course is recognized for general education transfer as part of the University of Wisconsin (UW) System/Wisconsin Technical College System (WTCS) Universal Credit Transfer Agreement (UCTA).
10801198
|
UGRD
| 3 CR
Explores the fundamentals of effective oral presentation to small and large groups. Topic selection, audience analysis, methods of organization, research, structuring evidence and support, delivery techniques, and other essential elements of speaking successfully, including the listening process, form the basis of the course. This course focuses on writing-intensive practices and meets expectations of High Impact Practice courses. NOTE: This course is recognized for general education transfer as part of the University of Wisconsin (UW) System/Wisconsin Technical College System (WTCS) Universal Credit Transfer Agreement (UCTA).

CHOOSE 1 OF THE 2 FOLLOWING COURSES:

10809188
|
UGRD
| 3 CR
Developmental Psychology is the study of human development throughout the lifespan. This course explores developmental theory and research with an emphasis on the interactive nature of the biological, cognitive, and psychosocial changes that affect the individual from conception to death. Application activities and critical thinking skills will enable students to gain an increased knowledge and understanding of themselves and others. Students will complete a global awareness project. NOTE: This course is recognized for general education transfer as part of the University of Wisconsin (UW) System/Wisconsin Technical College System (WTCS) Universal Credit Transfer Agreement (UCTA).
10809198
|
UGRD
| 3 CR
This science of psychology course is a survey of multiple aspects of behavior and mental processes. It provides an overview of topics such as research methods, theoretical perspectives, learning, cognition, memory, motivation, emotions, personality, abnormal psychology, physiological factors, social influences, and development. Students will complete a global awareness project. NOTE: This course is recognized for general education transfer as part of the University of Wisconsin (UW) System/Wisconsin Technical College System (WTCS) Universal Credit Transfer Agreement (UCTA).

Total Credits: 60


Contact

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

Rice Lake Admissions Contact

Nicole Messicci

Admissions Advisor

715.788.7144

Contact

Ashland Admissions Contact

Jennifer Bednarik

Admissions Advisor

715.685.3039

Contact

New Richmond Admissions Contact

Jodi Saliny

Admissions Advisor

715.752.8119

Contact

Superior Admissions Contact

Anna Kalin

Admissions Advisor

715.319.7331

Contact

northwoodtech_ashland_web_430x287_fy24

Get the Northwood Tech experience

Attend an event or schedule a campus tour/program shadow.

Visit Campus

Finding the class you want to take has never been easier. 

Find a Class

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.