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
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Finding the class you want to take has never been easier.
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
Upon completion of the Financial Services Customer Representative program, you will have an understanding of where money goes and strategies for building financial security and wealth. Topics 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.
Program Outcomes
Financial Services Customer Representative graduates will be able to:
- Apply Time Value of Money Concepts
- Evaluate Financial Data
- Apply Accounting Principles
Technical Standards
In this program, students should be able to meet specific technical standards, which are the essential skills and abilities needed to be successful in a program, with or without reasonable accommodation. It is important to review and understand these standards before applying to the program.
Learn by doing.
Help others achieve financial goals.
In-demand career.
Academics
Financial Services Customer Representative classes are offered on all campuses (Ashland, New Richmond, Rice Lake, Superior), Online, and outreach centers Balsam Lake, Hayward, Ladysmith, through a blend of online, Your Choice, and On Site classes.
Financial Services Customer Representative is available at select high schools. Talk with your high school counselor if interested.
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.
Required Courses
The program is comprised of courses that will prepare you for entry-level positions in the field of Finance.
Featured Financial Services Customer Representative Courses
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!
You could take this first and get a credential.
Earn an associate degree.
Continue your education to earn your bachelor's degree.
Admissions and Tuition
Northwood Tech has an easy admission process. Get started by completing the Online application form.
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
Cost of Attendance
The Cost of Attendance (COA) is an estimate of the costs that you may incur while attending Northwood Technical College.
Estimated Total Program Tuition 2024-25*
Financial Services Customer Representative
14 Credits | Less than 1 year
$2,387
*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 earn a Financial Services Customer Representative technical diploma. Continue in your education at Northwood Tech into the Financial Services associate degree.
Transfer Center
Transfer your Northwood Tech credits to a four-year college to earn your bachelor's degree and beyond.
Career Outlooks
Northwood Tech's graduates experience success. Learn more about the types of careers you can get after graduation.
Ready to join Northwood Tech's successful graduates? Easily apply today.
Get the Northwood Tech experience
Attend an event or schedule a campus tour/program shadow.
Download the Catalog
Learn more about programs, courses, tuition and fees, services and more.
Finding the class you want to take has never been easier.
