Apprenticeship│10 Credits│Beaver Dam, Fond du Lac, West Bend, Online
Financial Services Professional Apprenticeship
Learn the ins and outs of financial services fundamentals to take your career to the next level.
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.
Program Outcomes
- Prospect for business
- Convert prospects to clients
- Manage client relationships
- Maintain ongoing professional development
- Maintain compliance documentation
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
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
Career Opportunities
- Financial Planner
- Financial Advisor
- Service Representative
- Investment Advisor
- Wealth Management Advisor
- Insurance Agent
- Financial Representative
Tuition Costs
The cost of your degree depends on a number of factors such as total credits required, textbooks and the financial aid you receive. Some programs have additional costs such as uniforms, technology and equipment.
Please refer to the Tuition & Fee Information for enrollment fee information.
Cost of Attendance
Cost of attendance (sometimes referred to as the “sticker price”) is the maximum amount of money it costs to attend college for one year and is used to determine your financial aid offering.
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.
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.
