Financial and Investment Services Specialty

Certificate of Achievement
Career/Technical (Major Code: B2027)

Designed to provide students with a basic understanding of financial services and investments which is required for a wide variety of positions in the financial services industry. Covers banking services, including loans, deposit accounts, lines of credit, sales or inventory financing, certificates of deposit, cash management, and mutual funds as well as investment principles, including markets, stock and bonds, investment funds, and insurance investments.

Program Student Learning Outcome

  • Student will demonstrate the ability to present and explain the important risk versus reward characteristics of the major investment asset types.
Program Requirements
BUS 120INTRODUCTION TO BUSINESS3
BUS 121FINANCIAL PLANNING AND MONEY MANAGEMENT3
BUS 123INTRODUCTION TO INVESTMENTS3
BUS 183BUSINESS MATHEMATICS3
Plus the following additional courses:5-7
WORK EXPERIENCE IN BUSINESS I
PRINCIPLES OF MANAGEMENT
LEADERSHIP AND SUPERVISION
Total Units17-19