Banking & Finance, Certificate of Achievement

Upon successful completion of the Banking and Finance Certificate, the student demonstrates the skills, knowledge, and training for positions such as loan and credit clerks; to process loan and credit applications for major consumer purchases, to call or write to credit bureaus, employers, and personal references to verify information; notify customers by mail, telephone, or in person of acceptance or rejection of their application. Individual are capable of recording credit transactions, deposits and payments; send letters or call customers about overdue accounts and accept payment on accounts; solicit business by sending form letters and brochures to prospective customers; adjust incorrect credit charges and compute interest and payments, using small business machines such as adding machines or calculators.

Minimum Units Required: 31

Recommended Sequence:


First Semester		Units
BUS 061	Principles and Operations of Financial Institutions		3
BUS 001A	Principles of Accounting		5
Elective	See Below		3

Second Semester

BUS 001B	Principles of Accounting	5
BUS 065	Introduction to Consumer and Business Loans	3

Third Semester

BUS 063	Analysis of Financial Statements	3
	or
BUS 003	Financial Accounting	5
Elective	See Below	3

Fourth Semester

BUS 066	Principles of Money and Banking	3
	or
BUS 026	Economics of Business	3
Elective	See Below	3

Electives

(minimum of 9 units from the following)

BUS 004	Managerial Accounting	5
CSA 020	MS Word, Excel, and Access	3
BUS 017A	Beginning Business Communications	3
BUS 018A	Business Law	3
	or
BUS 018B	Business Law	3
BUS 020	Introduction to Business	3
BUS 022	Professional Selling	3
BUS 042	Real Estate Finance	3
BUS 067	Introduction to Personal Finance	3

Minimum Units 31

One Level Up

Business Division Certificate Programs