Financial Services Overview Tracks
INTRO TO FINANCIAL SERVICES CERTIFICATE
This curriculum provides students with an introductory knowledge of the financial services industry.
CURRICULUM REQUIREMENTS:
- Principles of Banking
- Economics
- Law and Banking: Applications or Law and Banking: Principles
- Marketing
- Business Math
- Customer Service
GENERAL FINANCIAL SERVICES DIPLOMA
This curriculum provides students with both general knowledge and specific competencies that establish a foundation for a successful career in the finacial services industry.
CURRICULUM REQUIREMENTS:
All of the requirements as shown above for the Intro to Financial Services Certificate, PLUS:
ADVANCED FINANCIAL SERVICES DIPLOMA
This curriculum provides students with the specific competencies and in-depth knowledge to establish a foundation for a successful career in the financial services industry.
CURRICULUM REQUIREMENTS:
All of the requirements as shown above for the General Financial Services Diploma, PLUS:
- Analyzing Financial Statements
- Communication Skills (min 1 credit)
- Sales (min 1 credit)
And any two of the following:
Dploma Requirements and Eligibility:
- All required and elective courses must be completed with a passing grade (D or better) and the student’s overall grade point average (GPA) must be 2.00 or higher.
- All courses must carry a minimum of 2.00 credits unless otherwise noted in the specific diploma and certificate requirements.
- You can transfer up to half of the course credits needed for each diploma or certificate from a college, university, or other educational organization. CFT will also consider awarding credit for other training programs (including internal training) on a case-by-case basis.
- You can complete the requirements of your diploma and certificate at a pace that suits your schedule and the courses can be completed in any order you choose.
- In order to keep pace with the ever-changing financial services landscape, it is necessary for CFT to revise the course requirements of certain diplomas and certificates from time to time. Once you have begun the process of completing the requirements for a specific CFT diploma or certificate, you can continue to do so right through to completion, under the requirement guidelines you started with.






