Apr 20, 2024  
2022-2023 SLCC General Catalog 
    
2022-2023 SLCC General Catalog [**** ATTENTION: YOU ARE VIEWING AN ARCHIVED CATALOG ****]

Financial Services: CP (CTE)


Certificate of Proficiency | 17 credits minimum

Program Website
Academic and Career Advising

Program Description
The Finance Services Certificate of Proficiency provides the student with a foundation in banking and financial services. Included are the study of personal financial planning, personal taxation, investments and consumer credit and credit law. Students will have the competencies required to fill the needs of an ever more diverse cadre of financial service providers.

Career Opportunities
Financial services representative, stock broker, insurance agent, bank lending officer and several other finance related businesses.

Estimated Cost for Students
Tuition and student fees: http://www.slcc.edu/student/financial/tuition-fees.aspx

Note: This Certificate of Proficiency is not eligible for financial aid. However, courses within the certificate may be eligible if taken as part of a financial aid eligible program such as an AS or AAS degree. Please check with the Financial Aid Office to determine course and program eligibility.

Program Requirements


Time to Completion & Graduation Map


  • Financial Services CP: Part-time  
  • Time to completion is two semesters based on a full-time minimum of 15 credits per semester. Less than 15 credits per semester will increase time to completion.

Program Learning Outcomes


Program learning outcome alignment with Student Learning Outcomes  in brackets.

  • Demonstrate competencies in assessing the value of financial assets used as investments. They will be competent in providing basic financial planning information in the areas of money management, consumer credit, purchasing strategies for major assets like home and car. Additionally, students will be able to provide basic income tax and legal strategies to minimize taxes and maximize real rates of return. [1]
  • Through written assignments, group projects and personal financial presentations, students will gain experience and confidence in understanding and communicating the value of financial services. [2]
  • Understand the application of time value of money and specific valuation forms for common and preferred stock, bonds, and real estate. Students will be able to advise and prepare basic individual income tax. [3]
  • Be able to relate abstract economic and financial data to individual, family, business, and economy-wide problems with an eye toward planning and solving diverse problems through the use of specific financial services. [4]
  • Participate as a member of a student group in evaluating current topical discussions and themes as they relate to financial services. [5]