Financial Services Certificate

Develop the skill for a career in financial services.

The skills you learn in the Financial Services program are versatile and are sought after by organizations in many industries. At EBI, we designed the program to help you learn principles and practices of the financial services industry.

We focus on helping develop the technical skills and background to succeed in banking, investment management, financial planning, and insurance. Upon completion, you can be prepared for an entry-level position with an opportunity for professional growth and advancement.

Financial Services Certificate Program

Financial services courses
The basic courses will help you develop a strong understanding of the technical skills you’ll need in financial services. You’ll take courses specific to the financial services industry, including Fundamentals of Selling, Insurance Licensing, Principles of Banking, Financial Securities, and Investments.

What you’ll do
Financial services professionals advise people about how to utilize their money to help them reach their long and short-term goals, from saving for retirement to investing to making a large purchase. The ability to analyze data and communicate complicated financial information to people who are unlikely to share your expertise is essential.

Develop the skills you’ll need to work in a business environment
Our Financial Services program can help you develop technical, organizational, critical thinking and decision-making skills you’ll need for a rewarding career. The program is designed to help you prepare for the Series 6 and 63 licensing exams as well as the New York State licensing exam in life, accident, and health insurance.

Career outlook for financial services
Unlike many other professions, financial service professionals are not limited to one particular area for seeking employment. The education you’ll receive at EBI can prepare you for positions in banking, investment management, financial planning, and insurance. The career outlook for all areas is generally good, but some areas offer more growth potential. According to the Bureau of Labor Statistics, demand for bank loan officers is expected to grow 8% by 2024, while demand for financial planners is expected to grow by 30% over the same period.

Complete your program in as little as 12 months
The program is designed to prepare you for a career working in a variety of settings, including banks, lending offices, financial advisor firms, credit unions, and investment firms. Upon successful completion of this program, you can be prepared for a new career in the financial services industry.

Learn more about EBI’s Financial Services program.
To request additional information about EBI’s programs, courses, and more, call Elmira: 607-733-7177 Vestal: 607-729-8915. Or to get started today, simply apply online.

Course Disclosure