Financial Services Sales Certificate

The Black School of Business offers an interdisciplinary Financial Services Sales Certificate (FNSRSL).

 

Overview

The Financial Services Sales Certificate 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.

 

Requirements (15 credits)

 

Required courses: 9 credit hours

  • CAS 252 Business and Professional Communications - 3 credits
  • FIN 330 Personal Financial Planning - 3 credits
  • MKTG 410 Personal Selling - 3 credits

 

Choose one of the following two courses: 

  • CAS 203 Interpersonal Communication - 3 credits
  • PSYCH 243 Introduction to Well-being and Positive Psychology - 3 credits

 

Choose one of the following courses:

  • ECON 351 Money and Banking - 3 credits
  • FIN 409 Principles of Real Estate - 3 credits
  • FIN 420 Investments - 3 credits
  • FIN 450 Retirement Planning​ - 3 credits

 

Visit the Registrar's website to download the certificate application.

 

Contact Person

Dr. Greg Filbeck, ​Professor of Finance​
Penn State Behrend Black School of Business
281E Burke
5101 Jordan Road
Erie, PA 16563

Phone: 814-898-6549 
Email: mgf11@psu.edu