MCCCD Program Description

Major: 5965N Catalog Year: 2024-2025 Effective Term: 2023 Spring Last Admit Term: 9999 Award: CCL Total Credits: 12 CIP Code: 52.0411	Primary College: Initiating College: Rio Salado College Program Availability: Not Found Program Availability: College-Specific Program Availability: RS Field of Interest: Business, Entrepreneurialism and Management Instructional Council: Occupational Administrators (53) GPA: 2.00
SOC Code: Upon completion of this certificate, students may pursue a career as: 43-4051.00 Customer Service Representatives

Description: The Certificate of Completion (CCL) in Financial Services Retirement Accounts: Customer Service is designed to provide students with the training required for employment in the financial services industry. Courses focus on the responsibilities of the customer service representative, including financial services plans, compliance, and account management in addition to effective customer service and use of required systems.

Learning Outcomes
1. Use appropriate financial services terminology. (CSI161, CSI163, CSI165, CSI167) 2. Differentiate between characteristics of various types of retirement plans. (CSI161, CSI163, CSI165, CSI167) 3. Demonstrate adherence to industry codes and compliance regulations. (CSI161, CSI163, CSI165, CSI167) 4. Complete customer service procedures for managing member accounts. (CSI161, CSI163, CSI165, CSI167) 5. Explain basic customer service principles for financial services representatives. (CSI161, CSI163, CSI165, CSI167, CSR197)

Program Notes
This program is not eligible for Title IV Federal Financial Aid. Students must earn a grade of C or better in all courses within the program.

Admission Criteria
This program is offered through an educational partnership. Employment by the partnership organization is required for admission.

Required Courses

CSI161 Financial Services Retirement Plans 3
CSI163 Employer Sponsored Retirement Plans 1
CSI165 Introduction to Financial Customer Service 3
CSI167 Financial Systems Customer Service 3
CSR197 Customer Service Representative Business Practices 2

Credits: 12

Restricted Electives
	Credits:

General Electives
	Credits:

+ indicates course has prerequisites and/or corequisites.
++ indicates that any suffixed course may be selected.

MCCCD Governing Board Approval Date: November 22, 2022

All information published is subject to change without notice. Every effort has been made to ensure the accuracy of information presented, but based on the dynamic nature of the curricular process, course and program information is subject to change in order to reflect the most current information available.