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Prepare for a great career in:

  • Banks
  • Brokerage Firms
  • Insurance Companies
  • Real Estate Agencies
  • Accounting Firms
  • and More!

Apply for Admission and schedule your COMPASS Test Today!

We also offer custom non-credit financial services training programs for businesses

Financial Services Professional Certificate

Program Description

Today, one in three Georgians works in a service job. When financial service is included, service jobs account for more than half of the nation’s job market. Due to the continued growth in the banking and financial services, in addition to traditionally high levels of employee turnover in service jobs, locating qualified applicants is an ongoing challenge.

The Financial Services Professional Certificate Program prepares you to enter the various banking and financial institutions possessing the communication and interpersonal skills as well as the technical skills to provide quality, frontline financial service.

The program provides trainees with the foundational knowledge and techniques required to achieve excellent customer service skills, master the art of selling, and develop a strong understanding of financial products and services – all of which will make graduates a valuable commodity in today’s financial arena!

Upon successful completion of the program, graduates will become a Financial Services Professional and be guaranteed an employment interview with one of our business partners.

Program Highlights:

  • Hands on learning with Industry Professionals.
  • Foundational understanding of cash handling and financial products and services to include consumer and business banking, investing and saving, mortgage planning, financial planning, credit analysis, tax preparation, and more.
  • PC/computer skills to include the use of various financial software packages.
  • Face to face and telephone customer service skills in a financial services environment.
  • Team building and problem solving skills
  • Professional development skills to include resume writing, interview preparation, and time and stress management.

Program Admission Requirements:

  1. A high school diploma or official GED scores are required.
  2. Be at least 16 years old.
  3. Meet minimum test scores.
  4. No special or provisional admission allowed.

CURRICULUM OUTLINE
Credits required for graduation (23)

Course Title Credit Hours
CIS 106 Computer Concepts 5
BUS 142 Information Processing 4
BUS 144 Business Interaction Skills 4
BUS 145 Managing Customer Effectiveness 3
BUS 146 Personal Effectiveness 2
BUS 147 Financial Services 5
Completion of Work Ready Assessment

CIS 106 - Computer Concepts 5 hours

  • History of Computers
  • Components of the System Unit
  • Introduction to the Internet and World Wide Web
  • Hardware and Software
  • Input, Output and Storage
  • Operating Systems and Utility Programs

BUS 142 - Information Processing 4 hours

  • Introduction to Computers
  • Keyboarding & Data Entry
  • Business Writing

BUS 144 - Business Interaction Skills 4 hours

  • Language of Business
  • Communication Skills
  • Working with Information
  • Resolving Interpersonal Conflict
  • Team & Collaborative Skills

BUS 145 - Managing Customer Relationships 3 hours

  • Quality Service Orientation
  • Telephone Service Skills
  • Customer Interactions Skills
  • Managing the Difficult Customer
  • Serving the Multicultural Customer

BUS 146 - Personal Effectiveness 2 hours

  • Time & Stress Management
  • Resume Writing
  • Interviewing Skills
  • Managing Change

BUS 147 - Financial Services Environment 5 hours

  • Worldwide Financial Organizations
  • Banking and Investment Services
  • Taxation and Valuation of Money and Assets
  • Capital Sources and Financing
  • Financial Planning and Analysis
  • Financial Industry Technology
  • Financial Industry Career Opportunities

The content of this page does not constitute a contract between Columbus Technical College and its students on either a collective or individual basis. Course curriculum, fee changes, or additional unforeseen changes may occur after publication. Course offerings are contingent upon adequate enrollments. Please contact the school offering the program for the most current information. Academic advising is available to students prior to registration; this information is not a substitute for consulting with an academic advisor.

Last updated: August 12, 2008.