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Financial Services

Associate Degree

60 Credits | 2 Years

Associate Degree | Financial Aid-Eligible

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

Companies that operate in the financial services industry are in the business of managing money. In this role, you will assist customers and companies with their personal financial needs and help them realize their financial dreams. Do you want to be your own boss, manage a business or work in a professional field?  All it takes is a degree in Financial Services from Northwood Tech to get you started on your career path today. 

Program Overview

In the Financial Services program, you will learn how to manage your personal finances as well as business finances. Imagine helping others get out of debt, save for retirement or increase profits and net worth. If you have a passion for helping yourself and others succeed, then the financial services program is the right choice for you. 

Program Outcomes

Financial Services graduates will be able to:

  • Apply Time Value of Money Concepts
  • Evaluate Financial Data
  • Assess Financial Investments
  • Evaluate Insurance Concepts
  • Apply Accounting Principles
  • Evaluate Financial Markets
Finance student working at computer

Financial Services is all about helping others realize their financial goals. Many financial services jobs give you the freedom to set your own schedule, work from home and become your own boss. You, and only you, determine your income level and you are in charge of your time. If you are willing to work hard, the rewards are huge.

Financial Services student studying at a computer.

Help others. 

Financial Services instructor teaching in front of a class

Be your own boss. 

Financial Services students in a classroom

A growing field. 


The Financial Services program is flexible. Take it from home. Take it from work. Show up in person. Northwood Tech designed the program to fit your needs.  Courses are offered on all campuses  (Ashland*, New Richmond*, Rice Lake*, Superior*), Online, and outreach centers Balsam Lake*, Hayward*, Ladysmith*. Conveniently take classes in a way that fits your lifestyle: online, Your Choice, On Site, or Flex. 

*Combination of Online, Your Choice, and On Site instruction

Financial Services Customer Representative is available at select high schools. Talk with your high school counselor if interested.

Did you know?

With your Northwood Tech Financial Services associate degree, you can transfer to a university to finish your bachelors, learn how to run your own business, work with financial investments, real estate, insurance and even crypto currency.

Career Opportunities

Financial Services graduates are in high demand. Former graduates have gone on to become VP and Presidents of local banks and to run their own insurance and investment agencies.

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. 

Required Courses

The Financial Services required courses are split into six modules designed to give graduates the skills needed to find employment and succeed in their career. Each module focuses on application of real world training instead of traditional theory based lecture. Students will learn hands-on while completing the following modules: 

  1. Learning how to manage your money and get out of debt with personal financial planning 

  1. Buying and selling investments such as mutual funds, stocks, real estate and bonds 

  1. Using insurance to manage risk to your car, home, health and life 

  1. Financial management for your business to increase profit and build net worth 

  1. Accounting fundamentals for the successful business manager 

  1. Money management skills needed to succeed in banking careers 

Explore the Required Courses

Featured Financial Services Courses

| 3 CR
Money and Banking introduces students to money and the financial system, interest rates, financial institutions, and the Federal Reserve.
| 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.
| 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.

Financial Services is Part of a Career Pathway

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

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
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This is the program you’re looking at.

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
Arrow pointing down

Continue your education to earn your bachelor's degree. 

Admissions and Tuition

Northwood Tech has an easy admission process that can be completed in one visit. Please see the details under the "Requirements and Application" section to get started.

Requirements and Application

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. 

Financial Aid

Financial aid is available to help you pay for your education. It can come in the form of grants, loans, federal work-study, military and veterans benefits, division of vocational rehabilitation benefits, and scholarships. 

Learn More About Paying for College

Cost of Attendance

The Cost of Attendance (COA) is an estimate of the costs that you may incur while attending Northwood Technical College.

Learn More About Cost of Attendance

Estimated Total Program Tuition 2023-24*

Financial Services

60 Credits | 2 Years


*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 Program

Upon completion of the program, you will earn a Financial Services Customer Representative technical diploma and a Financial Services associate degree.

Student studying at a computer

Transfer Center

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

View Transfer Center


Career Outlooks

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

View Career Options

Student studying at laptop


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

Rice Lake Admissions Contact

Nicole Messicci

Admissions Advisor



Ashland Admissions Contact

Jennifer Bednarik

Admissions Advisor



New Richmond Admissions Contact

Jodi Saliny

Admissions Advisor



Superior Admissions Contact

Anna Kalin

Admissions Advisor



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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.