Financial Services Retirement Accounts: Customer Service
This award is not eligible for Financial Aid
Announcement
This program is offered through an educational partnership. Employment by the partnership organization is required for admission.
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.
Details
Field of Interest
Business, Entrepreneurialism and Management
Academic Plan Code
5965N
Total credits required
12
Catalog Year
2023 - 2024
What You'll Learn
- Use appropriate financial services terminology.
- Differentiate between characteristics of various types of retirement plans.
- Demonstrate adherence to industry codes and compliance regulations.
- Complete customer service procedures for managing member accounts.
- Explain basic customer service principles for financial services representatives.
Standard Occupational Classification
Upon completion of this certificate, students may pursue a career as: 43-4051.00 Customer Service Representatives
Official Curriculum Documentation
View catalog page
Catalog page: https://riosalado.catalog.maricopa.edu/programs/5965N-RSC06
Disclaimer
This program is not eligible for Title IV Federal Financial Aid.
Students must earn a grade of C or better in all courses in the program.
All information published is subject to change without notice. Every effort has been made to ensure the accuracy of information presented, but based on the dynamic nature of the curricular process, course and program information is subject to change in order to reflect the most current information available.