Financial Services - Certificate of Proficiency

Overview

Program Description

The Financial Services Certificate is designed for persons interested in entry-level positions in the banking and financial services industry.

Program Outcomes

At the completion of the Financial Services Certificate, the successful student will be able to:

  • Analyze and evaluate alternatives that lead to successful accomplishment of organizational objectives
  • Create and present information in written, oral, and symbolic forms to clearly convey business information  
  • Formulates strategies to collect and evaluate quantitative and qualitative data to support organizational objectives
  • Recognize and assesses ethical dilemmas in the workplace
  • Recognize and adapt interpersonal behaviors and communication styles to effectively collaborate in a multicultural world

In addition, students who complete the program will demonstrate the following skills standards:

  • Prepare business documents such as written reports, oral and visual presentations
  • Present data using current software applications
  • Solve practical problems in business, including percentages, payroll, simple and compound interest, trade discounts, markups, depreciation and overhead allocation 
  • Create and maintain positive customer relations by understanding the practices that foster customer retention and loyalty
  • Develop the interpersonal skills necessary to build effective on-going customer relationships
  • Prepare and deliver sales presentations 

Program Requirements

A Financial Services Certificate will be awarded upon successful completion of a minimum of 40 credits in courses numbered 100 or above.  All core and General Education requirements must be met.

Program Information

Admission: Students are accepted into the program every quarter.

Length of Program: Full-time students would typically complete a 40-credit program in four quarters, after basic skills and/or pre-college are complete.

Special Program Note: Students entering the Financial Services Certificate or Business AAS program should take the Placement test prior to enrolling in the program. This test will determine whether students need to take basic skills and/or pre-college courses. Please call (360) 754-7711, ext. 4625 for additional information.

ASSOCIATE IN APPLIED SCIENCE DEGREE OPTION:   If a degree is desired, 40 credits can be applied toward the Business Administration degree.

Additional Program Information

Gainful Employment Disclosure

Educational Plan

Financial Services

Certificate of Proficiency
40 credits

Core Requirements

Shared between our Certificate and Degree

BUS& 101 Introduction to Business 5 Credits Search Schedule
Provides an overview of current concepts and structures of American business. A general look at the functions of business: forms of ownership, management, personnel, marketing, production, finance, and the economic picture. Prerequisite: Eligible for ENGL& 101.
Distribution: AA, AS, DTA, SOCIAL SCIENCE, NURSING SOCIAL SCIENCE, AA-AAS-T-SOCIAL SCIENCE
BUS 140 Customer Service 5 Credits Search Schedule
Focuses on creating and maintaining positive customer relations. Emphasizes the importance of developing a service-oriented organization whose practices foster customer retention and loyalty. Develops skills in problem-solving, communication both oral and written, critical thinking and decision-making in order to identify and respond to customer needs. Prerequisite: Eligible for ENGL& 101.
OFTEC108 Introduction to Microsoft Office 3 Credits Search Schedule
Introduction of major software application packages as tools in business. The following operating and applications software will be covered: Word, Excel, Access, and PowerPoint. OFTEC 101 (formerly CIS 101) recommended or ability to type by touch at least 20 words a minute. This course was formerly known as CIS 108. Prerequisite: None.
OFTEC260 Business Communication 5 Credits Search Schedule
Principles of effective communication in business emphasizing the human relations factor, through correspondence, report writing, and an oral presentation. OFTEC 160 (formerly CIS 106) recommended. This course was formerly known as CIS 210. Prerequisite: Completion of ENGL& 101.
COOP 190 Cooperative Work Experience Search Schedule
Provides academically supervised work experience that enhances program learning in a real world context. Students are able to connect what they learned in an academic setting with on-the-job skills and competency to be successful while in an actual work environment. Prerequisite: Students must complete at least two (2) quarters (25 credits minimum) of college-level work in their program of study and have a minimum cumulative GPA of 2.00. As requested by the employer, some internships require higher GPA standards.
PSYC 116 Psychology of Human Relations: Diversity 5 Credits Search Schedule
An introduction to the study of human relations, self-concept and the internal influences on one's thoughts, feelings and behaviors. An examination of the external and sociocultural influences on our personal and professional relationships. Prerequisite: Eligible for ENGL& 101.
Distribution: AA, AAS, AS, DTA, DIVERSITY, SOCIAL SCIENCE, NURSING SOCIAL SCIENCE, AAS-HUMAN RELATIONS, AA-AAS-T-SOCIAL SCIENCE

General Education Requirements
Communication: 

ENGL&101 English Composition I 5 Credits Search Schedule
Develops writing skills by focusing on strategies and techniques writers use to convey ideas, evaluate information, make a point, and participate in multiple discourse communities. Emphasizes both the process and the product of writing. This course was formerly known as WRIT 101, College Writing I. Prerequisite: Appropriate placement test scores OR appropriate completion of ENGL 095, ENGL 095X, or ENGL 098 OR concurrent enrollment in ENGL 110 with instructor's permission.
Distribution: AA, AAS, AS, DTA, COMMUNICATION, GER-CIS, AA-AAS-T-COMMUNICATION, AAS-COMMUNICATION: Reading/Writing, AAS-READING-WRITING

Additional Communication: Choose one of the following:
No course description for:
CMST&220 Public Speaking 5 Credits Search Schedule
Introduction to oral communication theory and to public speaking/listening practice as applied to a variety of settings and audiences. Students will learn to verbally inform and/or demonstrate and persuade an audience using a variety of speech types. Covers speech preparation, critical listening and thinking, and individual and group presentation techniques. This course was formerly known as SPCH 101, Introduction to Public Speaking. Prerequisite: None.
Distribution: AA, AAS, AS, DTA, COMMUNICATION, AAS-SPEAKING-LISTENING, AA-AAS-T-COMMUNICATION
-OR-
CMST 240 Intercultural Communication: Diversity 5 Credits Search Schedule
The study of intercultural communication theory and cultural adaptation processes, and the development of skills in transmitting and receiving oral and written messages within a cross-cultural context. Covers selecting a communication style and strategies appropriate to a specific audience and setting. Examines how differences in cultural background influence communication patterns in families, communities, schools, and the workplace. This course was formerly known as SPCH 105. Prerequisite: ENGL& 101 eligible or instructor's permission.
Distribution: AA, AAS, AS, DTA, COMMUNICATION, DIVERSITY, HUMANITIES, NURSING HUMANITIES, AAS-SPEAKING-LISTENING, AAS-HUMAN RELATIONS, AA-AAS-T-COMMUNICATION, AA-AAS-T-HUMANITIES

Computation: Choose one of the following:
BUS 104 Business Math 5 Credits Search Schedule
Emphasis on solving practical problems in business, including percentages, payroll, simple and compound interest, annuities, discounts, markups, using a calculator. Prerequisite: MATH 094 or higher with a grade of "C" or better and eligible for ENGL& 101.
Distribution: AAS, AAS-COMPUTATION
-OR-
MATH&146 Introduction to Statistics 5 Credits Search Schedule
Covers basic probability, descriptive and inferential statistics. Prerequisite: Appropriate placement or a "C" or better in MATH 097 or higher.
Distribution: AA, AS, DTA, NATURAL SCIENCE, QUANTITATIVE, AA-AAS-T-QUANTITATIVE, AA-AAS-T-NATURAL SCIENCE

 

Effective Catalog Year 2017-2018, Revised March 2, 2012