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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Job Outlook

Employment in business and financial operations occupations is projected to grow 8 percent from 2020 to 2030, about as fast as the average for all occupations, adding about 750,800 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 $72,250 in May 2020, which was higher than the median annual wage for all occupations of $41,950.

Source: Bureau of Labor Statistics

Potential Careers

• Accountant

• Financial Advisor

• Financial Analyst

• Loan Officer

• Management Analysts

• Personal Financial Advisors

• Tax Examiners



Meet Your Faculty and Experts

Oakton's dedicated financial services faculty are ready to help you prepare for you career. The Financial Services program is overseen by an expert panel composed of business owners, CEOs and vice-presidents, all applying their expertise to your learning.

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.

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.

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