O.E.C., Financial Services Representative

This is an archived copy of the 2020-2021 catalog. Access the most current version of the catalog.

Occupational Endorsement

The financial services representative program provides education and training to qualify students for customer service and teller positions in banks, credit unions and other financial institutions. This 15-credit occupational endorsement may be earned in one semester and represents half the credits required for the applied business management certificate in finance. Upon completion of the course work, students may enroll in BA F253 for an optional additional 1-3 credits and get practical work experience in a financial institution.

This program is open to students who can document a high school diploma or GED. To be hired in any financial institution, graduates must be able to pass credit and criminal background checks. Applicants must be 16 years old to be admitted.

Minimum Requirements for Financial Services Representative Occupational Endorsement: 15 credits

Community and Technical College
Applied Business and Accounting

Complete the following admission requirements:

  • Be at least 16 years old by the first day of the semester in which you are admitted.

Students must earn a C- grade or better in each course.

Minimum Requirements for Financial Services Representative Occupational Endorsement: 15 credits

General University Requirements
Complete the general university requirements.
Occupational Endorsement Requirements
Complete the occupational endorsement requirements.
Financial Services Representative Program Requirements
ABUS F154Human Relations3
or ABUS F175 Customer Service
ABUS F155Business Math (or MATH F100-level or above)3
ABUS F233Financial Management3
Complete 6 credits from the following:6
Principles of Banking
Personal and Business Finance
Introduction to Investing