Financial and Insurance Services Specialist | WTCS Skip to content

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Career Area: Finance
Associate Degree
Program Number: 10-114-7
Approximately 2 Years to Complete
This is based on full-time enrollment. Actual time to completion may vary based on the availability of courses a college offers and the number of credits the student takes in any given time period.
Credit Program
Most credit programs are eligible for financial aid, while most non-credit certificates provide valuable work-related skills on a short timeline. Check with the college offering the program to determine if it is eligible for financial aid.
Average Annual Tuition: $4386
This is based on one year of full-time enrollment for in-state students. WTCS tuition is set by the Wisconsin Technical College System Board in March for the following year. It does not include books, materials or program/college-related fees.
2 women discussing mortgage lending options

Financial and Insurance Services Specialist Careers

Students will learn about…

  • Financial products and services
  • Insurance products and services
  • Lending regulations and practices
  • Insurance regulations and practices
  • Client relationship management
  • Marketing and brand management
  • Research and critical thinking

Graduates will know how to…

  • Conduct financial and insurance services research
  • Analyze financial and insurance data
  • Manage client relationships
  • Recommend financial and insurance products and services
  • Apply foundational finance and insurance concepts
  • Prepare for client/customer relationships management

Recent Wisconsin job postings for this degree:


  • Certified Financial Planner (CFP)
  • Customer Service Representative
  • Financial Advisory
  • Insurance Sales Agent
  • Loan Processor
  • Personal Banker

Financial and Insurance Services Specialist Programs

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

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.

Financial and Insurance Services Specialist Part of a Career Pathway Program Transfers Offered completely online Shared Program
Moraine Park Financial and Insurance Services Specialist at Moraine Park