Financial Services Retirement Accounts: Customer Service


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This award is not eligible for Financial Aid

The Certificate of Completion (CCL) in Financial Services Retirement Accounts: Customer Service is designed to provide students with the training required for employment in the financial services industry. Courses focus on the responsibilities of the customer service representative, including financial services plans, compliance, and account management in addition to effective customer service and use of required systems.


Field of Interest
Business, Entrepreneurialism, and Management
Degree Type
Certificate of Completion (CCL)
Academic Plan
Financial Services Retirement Accounts: Customer Service (CER)
Academic Plan Code
Total credits required
Effective Term
Spring 2023
Admissions criteria

This program is offered through an educational partnership. Employment by the partnership organization is required for admission.


This program is not eligible for Title IV Federal Financial Aid.
Students must earn a grade of C or better in all courses within the program.

What You'll Learn
  • Use appropriate financial services terminology. (CSI161, CSI163, CSI165, CSI167)
  • Differentiate between characteristics of various types of retirement plans. (CSI161, CSI163, CSI165, CSI167)
  • Demonstrate adherence to industry codes and compliance regulations. (CSI161, CSI163, CSI165, CSI167)
  • Complete customer service procedures for managing member accounts. (CSI161, CSI163, CSI165, CSI167)
  • Explain basic customer service principles for financial services representatives. (CSI161, CSI163, CSI165, CSI167, CSR197)
Required courses
Course #Course TitleCredits
CSI161Financial Services Retirement Plans3
CSI163Employer Sponsored Retirement Plans1
CSI165Introduction to Financial Customer Service3
CSI167Financial Systems Customer Service3
CSR197Customer Service Representative Business Practices2

At Maricopa, we strive to provide you with accurate and current information about our degree and certificate offerings. Due to the dynamic nature of the curriculum process, course and program information is subject to change. As a result, the course list associated with this degree or certificate on this site does not represent a contract, nor does it guarantee course availability. If you are interested in pursuing this degree or certificate, we encourage you to meet with an advisor to discuss the requirements at your college for the appropriate catalog year.

Read the official description