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University Bulletin

Undergraduate Degree Programs

Financial Services Sales Certificate

Undergraduate Certificate Program

Greg Filbeck/Mary Beth Pinto
286 Burke
Penn State Erie
814-898-6549
email: mgf11@psu.edu

Penn State Behrend

Financial Services Sales Certificate (FNSRSL)

This certificate program is designed to prepare both current and returning students for a career in a sales position in the financial services industry.  The certificate recognizes the need for a baseline knowledge in financial planning and various financial products, but also the importance of personal marketing and communication skills necessary to be successful within the industry.  This certificate program requires a total of 15 credit hours and can be completed concurrently with a Penn State Behrend degree or via continuing education.

Required Courses                                                                                                       
CAS 252:          Business and Professional Communications                                          
FIN 330:            Personal Financial Planning                                                                  
MKTG 410:       Personal Selling

Choose one of the following two courses:                                                                   
CAS 203:          Interpersonal Communication                                      
PSYCH 243:      Introduction to Well-being and Positive Psychology

Choose one of the following three courses:                                                                
ECON 351         Money and Banking                                                                                          
FIN 409             Principles of Real Estate                                                                                  
FIN 420             Investments                                                                                                     
FIN 450             Retirement Planning

Effective Semester:  Fall 2013