Faculty Spotlight
Dean, School of Fire and Health Sciences
Financial Services Major

The combination of changing credit markets for both large and small businesses, the increasing personal wealth of U.S. citizens and the focus on personal financial management has elevated the need for individuals to become more knowledgeable about managing their companies and their own personal financial resources and has created a demand for professionals who can provide credit and manage the financial resources of others. Increasingly risk management strategies for both individuals and businesses involve insurance strategies and investment management in both long and short term financial planning and management.

The Financial Service Major results in a Bachelor of Science.

Studying Financial Services at Anna Maria College

The field of financial services and personal financial management has undergone significant changes. Traditional boundaries between the securities industry, insurance, and banking have been blurred or obliterated with fundamental changes in federal laws and regulatory rulings. Many organizations now compete in each of these fields. Because of the profound impact technology has had on financial information delivery, development of new products and mass market distribution it is increasingly important for providers of these services to find and develop individuals with the skills to ethically meet customer needs and provide the next generation of management.

 The Financial Services Major was developed to prepare students for careers in serving the consumer’s financial needs.  The program focuses on the areas of banking, credit, personal investments, financial institutions and markets, risk management & insurance and regulatory frameworks.  

Students interested in Financial Services also benefit from expanding their knowledge in other areas including a marketing course in consumer behavior and a Business Law course.

Learning Outcomes for Financial Services

 All students in the School of Business will demonstrate:    

1.    Skills necessary to manage their own as well as their company's financial resources
2.    Knowledge of financial institutions and markets
3.    Ability to manage risk and operate in a regulatory environment
4.    Knowledge of the insurance industry and its practices
5.    Skills in financial operations and financial information technology
6.    Ethical reasoning and decision-making relating to the financial services industry 

Course Requirements 

Students in the Financial Services Major will complete the following course requirements:


Principles of Accounting I

Principles of Accounting II 

Principles of Management 

Principles of Financial Management I 

Principles of Financial Management II

Business Law

Principles of Microeconomics 

Principles of Macroeconomics

Financial Institution Balance Sheets & Income Statement

Trust, Fiduciary & Investments (Series 7 Prep)

Financial Institutions, the Federal Reserve and the Capital Markets

Regulatory Compliance & Risk Management

Commercial, Consumer and Employee Benefit Insurance (Insurance License Prep)

Consumer Behavior

Business Ethics

Financial Operations & Technology: From the Teller Line to the Data Warehouse and I-Pad


Opportunities after Graduation

Students who concentrate in Financial Services Management may enter a number of fields, including:

Commercial & Retail Banking

Financial Planning & Consulting Services

Insurance Sales and Operations

Investment Product Sales