Financial Services/Investment Analysis Certificate

Understanding finances and investments and using this skill to support others is an important way to make our communities more equitable. From working as a financial advisor or loan officer to an analyst or manager, studying financial services can prepare you for a variety of careers that help others (and yourself) meet financial goals. 

Oakton's financial services curriculum is designed for students interested in getting started in this field and for current middle-level employees in areas such as banking, securities or commodities trading who are looking for new opportunities.

In this program, you'll take on courses that provide a strong foundation of knowledge in a variety of business activities. Your studies will cover topics including commercial and consumer credit management, personal banking, investment analysis, trading techniques for securities and commodities, account and debt management, marketing and public relations.

Degrees and Certificates

In the Financial Services program, we offer an Investment Analysis Certificate: 15 credit hours of coursework in commodity futures trading, principles of fundamental analysis, principles of technical analysis and option markets. You can apply nine credit hours from this certificate to the A.A.S. degree in management and supervision.

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What's Next

We are glad you are considering attending Oakton College. No matter where you are in your decision-making process, we are here to help you with your next steps. Whether you're ready to apply now, need information on paying for college or have questions and want to contact someone, we're here to help.

Employment in business and financial operations occupations is projected to grow 7 percent from 2021 to 2031, about as fast as the average for all occupations, adding about 715,100 new jobs. Globalization, a growing economy, and a complex tax and regulatory environment are expected to continue to lead to strong demand for accountants and auditors.

This median annual wage for business and financial occupations was $76,570 in 2021, which was higher than the median annual wage for all occupations of $45,760.

Source: Bureau of Labor Statistics

Student with book at library.

Enrolling at Oakton College can save you thousands of dollars and help you earn more over the course of your career. Our tuition is among the lowest in the region, and we offer many ways to bring your costs down even more.

99 percent of Oakton students graduate without debt.

To help you get there, you can apply for a scholarship, which you don’t have to pay back. We award $12 million in scholarships annually. Financial Aid includes grants, loans, and other forms of financial assistance that can reduce your costs of attending college.

We offer payment options that give you control over how you pay. Pay all at once or spread your payments over the course of the semester.

Learn more about your options for paying for your education

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As your community college, we serve students from various backgrounds. We aim to make the application process as easy and as clear as possible for everyone.

We can help you get started on a degree or certificate. Applying to Oakton is fast and easy.

Your first step before you begin your studies is filling out an admission application and completing your enrollment process.

Get Started at Oakton
Oakton College students celebrate graduating in full regalia.

Meet Your Faculty and Experts

Tracy Fulce
Chair of Business
Professor of Business
B.A. Michigan State University
M.B.A. Baker College
847.376.7803, Skokie
Office: B216, Skokie

Meet our part time faculty:

George Kalogeras
A.A. Kendall College
B.S. The Nebraska Wesleyan University
Office: B206, Skokie

Graziano Berto
Carlucci Rosemont

Robyn Wall Berto
Kolon and Associates

Raymond Camosy
Camosy Construction

Robert Chakrabarty
Account Director
Taproot Foundation

Jim Coates
IUOE Local 399 ETF
Training Fund Administrator

Dr. Jerry Field
Executive VP J.B. Burling Group Ltd.

Joseph Gurreri
Founding Principal/Innov Consult

Rand Hass
Medusa Consulting Group

Cynthia Morgan
Shift 2 Green

Richard Paullin
Executive Director
International Trade Assoc. of Greater Chicago

Steven Schumacher
Director Corporate HR

Brian Simek
Senior Manager Fleet Repair Services
Wheels Inc.

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