Financial and Insurance Services Specialist

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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

Your academic journey can continue at a four-year college or university. Earn your associate degree at Moraine Park and then apply those credits toward a bachelor’s degree. Starting at MPTC makes completing a bachelor’s degree affordableaccessible and convenient. You can go anywhere as MPTC has transfer agreements with colleges and universities both in Wisconsin and throughout the country.

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


Admission Process

Standard Admissions steps details

Credit for Prior Learning

Transform the skills and abilities developed through previous experience into college credit through MPTC’s Credit for Prior Learning process. 

  • Transfer credit from other colleges/universities
  • Earn college credit for your military training and experience
  • Earn college credit via Advance Placement, CLEP, DANTES/DSST or MPTC Challenge Exams
  • Earn college credit from previous/current work and life experiences

Visit MPTC’s Credit for Prior Learning page for more information.

Approximate Costs



  • $149.50 per credit (resident)
  • $224.25 per credit (out-of-state resident)

Associate of Arts/Associate of Science

  • $188.90 per credit (resident)
  • $283.35 per credit (out-of-state resident)

Online students are not charged out-of-state fees.

Student Fees

  • $5.00 minimum per course Material Fee
  • $13.45 per-credit Supplemental Fee for Undergraduate courses
  • $4.50 per term mandatory Student Accident Insurance Fee

Please refer to Tuition & Fee Information for additional enrollment fee information.

Financial Aid

Financial Aid is available for associate degree and technical diploma programs (those that are 2 semesters in length and typically with 28 credits or more). Processing can take 4-5 weeks after a student's completed Free Application for Federal Student Aid (FAFSA) is received. Visit the Financial Aid page to learn more.

While attending Moraine Park during the 2024-25 school year, your estimated cost of attendance for one full year includes tuition of $4,462 (15 credits for fall and spring semester), fees of $338, food and housing of $3,008 (if living with parents, $9,147 if living on your own), books and supplies of $1,465, personal expenses of $3,608, and transportation of $4,017 for a total of $17,002. Your direct costs (those costs paid directly to the college) include tuition & fees. The indirect costs (costs not paid to the college) can vary from individual to individual and your own personal needs.

Course Requirements

Plan of Study Grid
Semester 1Credits
101-134 Introduction to Finance 3
103-159 Computer Literacy - Microsoft Office 1
104-102 Marketing Principles 3
114-101 Financial and Insurance Fundamentals 1
801-136 English Composition 1 3
890-101 College 101 2
Mathematics Course 3
Semester 2
101-112 Accounting 1 4
102-110 Introduction to Business 3
105-160 Business Law 3
101-138 Data Management, Analysis and Reporting 3
Social Science Course 3
Semester 3
101-123 Income Tax Accounting 3
104-135 Customer Relationship Management 3
114-103 Financial Service Lines 3
114-105 Insurance Service Lines 3
Communication Course 3
Behavioral Science Course 3
Semester 4
103-185 Microsoft Collaboration 3
105-158 Personal Brand 2
114-107 Financial Wealth Management 3
114-109 Securities Industry - Concepts to Compliance 3
Social Science Course 3
 Total Credits64

Program Outcomes

  • Conduct financial and insurance services research  

  • Analyze financial and insurance data 

  • Manage client relationships 

  • Recommend financial and insurance products and services 

Career Opportunities

  • Certified Financial Planner (CFP) 

  • Customer Service Representative 

  • Financial Advisory 

  • Insurance Sales Agent 

  • Loan Processor 

  • Personal Banker