Financial and Insurance Services Specialist

To learn more, visit:

Program Number: 10-114-7
Associate of Applied Science Degree
Campus: Beaver Dam, Fond du Lac, West Bend, Online
This program is eligible for financial aid

This is a unique program focusing on both finance and insurance. Graduates of the Financial and Insurance Services Specialist program are prepared to help clients navigate the complex and evolving worlds of finance and insurance.

About the Program

This program prepares students to obtain industry-recognized credentials required within the financial and insurance industries, including the Series 6, Nationwide Multistate Licensing System (NMLS), and insurance. Students will also gain an understanding of regulatory standards related to Financial Industry Regulatory Authority (FINRA), lending practices, and insurance lines.

Graduates can be employed in support and advising capacities working with clients on financial planning, investment strategies, securities, insurance, pension plans, and real estate.

What You'll Learn

Students will learn about financial and insurance products and services, lending regulations and practices, insurance regulations and practices, client relationship management, and marketing and brand management.

Transfer Opportunities

Earn credits at MPTC and transfer to a four-year college to earn your bachelor’s degree.

Visit the Transfer Opportunities page for more information on credit transfer agreements between Moraine Park and four-year colleges, both public and private.