Financial Services Certificate

Program Description

The Financial Services Certificate at UCC offers a comprehensive curriculum designed to prepare students for careers in the financial services industry. Students will gain knowledge and skills in areas such as financial planning, investment management, risk assessment, and banking operations, preparing them for entry-level positions in banks, investment firms, insurance companies, and other financial institutions.

Program Learning Outcomes 

Upon completion of the Financial Services Certificate, students will be able to:

  1. Recall key financial concepts, regulations, and terminology used in the financial services industry.
  2. Understand the role of financial institutions, markets, and instruments in the broader economy.
  3. Apply financial planning principles to develop personalized financial plans for clients.
  4. Analyze financial data and market trends to make informed investment and risk management decisions.

Career Considerations

Graduates of the Financial Services Certificate program can pursue various career paths in the financial services industry. They may seek entry level roles as financial advisors, investment analysts, banking associates, insurance agents, or credit analysts. This certificate also provides a solid foundation for further education and professional certifications in finance.

Program Course Requirements

Plan of Study Grid
First Year
Second TermCredits
BA 116 Principles of Financial Svcs 4
BA 218 Personal Finance and Investing 3
BA 233 Accounting for Managers 4
ECON 115 Intro to Economics 3
 Credits14
Second Year
First Term
BA 171 Logic and Reasoning 3
 Credits3
 Total Minimum Credits17

Advising Notes

  • This course path is designed for a Fall start and is fully embedded within the AAs in Business. Please see advisor to ensure you are following the correct path to meet your goals.