To learn more, visit: https://www.morainepark.edu/academics/programs/financial-services-professional-apprenticeship/
Program Number: 50-114-1
Apprenticeship
Campus: Beaver Dam, Fond du Lac, West Bend, Online
This program is not eligible for financial aid
About the Program
A financial services professional identifies prospective individuals and businesses to uncover needs, and implements strategies to meet client needs, and create and advise on financial plans.
What You'll Learn
Students will learn about financial products and services, lending regulations and practices, client relationship management, and marketing and brand management.
Additional Information
Learn more at www.wisconsinapprenticeship.org
Application/Admission Information
Students interested in an apprenticeship do not complete standard admissions with Moraine Park.
Interested students/employers should contact the training representative listed below to start the apprentice/employer apprenticeship contract application:
Lavelle Gill, Apprenticeship Training Representative
Phone: (262) 340-1143
Email: almonl.gill@dwd.wisconsin.gov
Learn more at www.wisconsinapprenticeship.org
Application Requirements
Registered Wisconsin Apprentice
Special Provisions: Complete Series 6 Certification
Minimum Qualifications:
- Be at least 18 years of age
- Have a high school diploma, GED or equivalency
- Have a valid government-issued photo identification
Approximate Costs
Tuition
Occupational
- $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.
Training Period
- 1-year apprenticeship under the hybrid model (both time-based and competency-based)
- 2,000 hours on-the-job training
- 144 hours of paid related instruction
- Complete Transition to Trainer course in the final year
Working Conditions
Financial services professionals generally work in an office environment and spend most of their time using computers and viewing computer monitors.
Course Requirements
Plan of Study Grid
| Year 1 |
|---|
| Semester 1 |
|---|
| 114-101 |
Financial and Insurance Fundamentals |
1 |
| 114-103 |
Financial Service Lines |
3 |
| | Credits | 4 |
| Semester 2 |
|---|
| 104-102 |
Marketing Principles |
3 |
| 114-109 |
Securities Industry - Concepts to Compliance |
3 |
| | Credits | 6 |
| | Total Credits | 10 |
Students must take course 47-455-455 Transition to Trainer, Your Role as a Journeyworker (complete in the final year).
Program Outcomes
- Prospect for business
- Convert prospects to clients
- Manage client relationships
- Maintain ongoing professional development
- Maintain compliance documentation
