Program Details
Program Details

Program Details

Certificate of Proficiency Financial Operations

Certificate of Proficiency
Peirce College

The online Certificate of Proficiency in Financial Operations prepares students for entry into the financial and securities industry with the option of preparing to sit for the FINRA Securities Industry Essentials (SIE) exam. The 16-credit undergraduate certificate develops a knowledge base of customer service, software applications, foundational accounting and finance as well as securities focused portfolio selection and risk management, and investment strategies and portfolio analysis. 

Outcomes

Upon completion of the certificate, students are encouraged to enroll in the Securities Industry Essentials (SIE) preparation course. Passing the SIE exam demonstrates that you possess basic industry knowledge and the ability to pass additional FINRA exams, which are critical to professional advancement in the sector. SIE is the first exam required to sit for additional FINRA certifications, such as Series 6 and Series 7, which are required for professional advancement in the field of finance and securities.


Program Overview & Guidance
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Program Web Page
Click here for details
External Link
Delivery Mode
In-Person
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Delivery Mode
Online
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Delivery Mode
Hybrid
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Program Guidance Element What You Need to Know
Considerations for Selecting Degree
Considerations When Selecting Courses

  • Create a schedule for all required courses, pay attention to prerequisites and when courses are offered, complete your first math and English courses in your first year
  • Connect with an advisor at your community college and Peirce College within your first year via College Connect
Program Requirements Beyond Specific Courses
Doing More With Your Degree
Program Successes & Highlights
Related Programs & Certifications
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Related Workforce Credentials
FINRA Securities Industry Essentials (SIE) exam.   
Program Credit Requirements
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The table below provides the requirements to complete this program. If you have an account and have created a Portfolio, the table includes the "Applied Credits" column. This column shows how the credits you earned based on the experiences you entered may be applied to satisfy these requirements. You can find schools where you can take courses that will transfer and apply to this degree using the Where Can I Find An Equivalent Course feature in the Transfer Tools menu.

Please note that some courses may count towards more than one requirement such as meeting a general education requirement and a major specific requirement. The course will be listed under the first matching requirement. Please contact the institution with questions.

The program map provided below is an estimate based on courses identified as a result of reviewing your portfolio and the requirements for the selected program.

A formal determination of credits awarded for your prior learning and their applicability to the degree requirements can only be made by the institution. The formal determination and resulting map may reflect higher or lower number of credits to be completed to achieve this program.
Requirements
Required Credits
Certificate of Proficiency Financial Operations
16
Cert in Financial Operations
16
This requires a minimum GPA of 2
OR
Transfer credits will be evaluated, and as applicable, up to 9 credits may be applied to this program.
Cert in Financial Operations Requirements
16
PRC100/PRC101
3
Earn 3 credits: Complete the following
Earn 3 credits: Use the following rules
Complete the following
Use the following rules
Complete courses from the following Course:
AND
A minimum grade of C must be earned for courses in this requirement.
OR
Complete courses from the following Course:
Application Software Fund
3
Complete courses from the following Course:
AND
A minimum grade of C must be earned for courses in this requirement.
Essential of Customer Service
3
Complete courses from the following Course:
AND
A minimum grade of C must be earned for courses in this requirement.
Fundamental of Accounting
3
Complete courses from the following Course:
AND
A minimum grade of C must be earned for courses in this requirement.
Fundamental of Finance
3
Complete courses from the following Course:
AND
A minimum grade of C must be earned for courses in this requirement.
Business Elective
3
A minimum grade of C must be earned for courses in this requirement.
Rule Notes
Rule Notes:
Specific courses required - will need to confer with Advisor
What If I Have An Associate Degree Or Credit For Prior Learning?
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Transfer Guidance Element What You Need to Know
Associate Transfer Degree Completion

Completion of Associate Degree Concurrent with High School
Credit for Prior Learning Yes. Students can earn credit for college-level knowledge acquired outside the classroom, including professional and military training, credit-by-exam, professional certifications and licenses, as well as college courses.
Did You Know That...
  • Completing your Associate transfer degree post-high school satisfies all lower division general education requirements and increases the chance of completing your bachelor's degree?
  • Exceeding 3 years or 90 credits at your community college means you may have exhausted your financial aid at that college and have limited your future financial aid at: Peirce College
College Level Information
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Transfer Center
Visit our transfer site for more information
External Link
Transfer Admission Application
Transfer Students - Apply Here
External Link
Transfer Student Aid
Financial Aid for Transfer Students
External Link
Number of Transfer Students
268
Percent of Accepted Transfer Students
100% of transfer students werre accepted as we are an open admission school.
College Fit Guidance What You Need to Know
Is This College Right For Me? Peirce College understands the needs of adults better than any other college or university in Philadelphia. Our advisors, counselors and faculty take the time to know you and understand your unique needs and goals so we can help you finish your degree, advance your career and transform your life.
Transfer Student Catalog Year Catalog year determined by first semester of attendance
First Year Student Catalog Year Catalog year determined by first semester of attendance
Applying for Guaranteed Admissions
Careers Where This Degree Applies
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O*Net Code Name Description Parent
43-3011.00Bill and Account CollectorsLocate and notify customers of delinquent accounts by mail, telephone, or personal visit to solicit payment. Duties include receiving payment and posting amount to customer's account, preparing statements to credit department if customer fails to respond, initiating repossession proceedings or service disconnection, and keeping records of collection and status of accounts.Office and Administrative Support Occupations
43-4041.00Credit Authorizers, Checkers, and ClerksAuthorize credit charges against customers' accounts. Investigate history and credit standing of individuals or business establishments applying for credit. May interview applicants to obtain personal and financial data, determine credit worthiness, process applications, and notify customers of acceptance or rejection of credit.Office and Administrative Support Occupations
13-2071.00Credit CounselorsAdvise and educate individuals or organizations on acquiring and managing debt. May provide guidance in determining the best type of loan and explain loan requirements or restrictions. May help develop debt management plans or student financial aid packages. May advise on credit issues, or provide budget, mortgage, bankruptcy, or student financial aid counseling.Business and Financial Operations Occupations
43-4131.00Loan Interviewers and ClerksInterview loan applicants to elicit information; investigate applicants' backgrounds and verify references; prepare loan request papers; and forward findings, reports, and documents to appraisal department. Review loan papers to ensure completeness, and complete transactions between loan establishment, borrowers, and sellers upon approval of loan.Office and Administrative Support Occupations
43-4141.00New Accounts ClerksInterview persons desiring to open accounts in financial institutions. Explain account services available to prospective customers and assist them in preparing applications.Office and Administrative Support Occupations
43-3071.00TellersReceive and pay out money. Keep records of money and negotiable instruments involved in a financial institution's various transactions.Office and Administrative Support Occupations
Cost To Complete
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This section provides you with a very high-level estimate of your costs and is purely intended as a guide. You should consult the institution via College Connect to get a more detailed estimate based on the totality of your circumstances. The selections below are based on information gathered from your Profile and the estimated costs are calculated based on the 16 credits remaining to be completed

As a resident of Pennsylvania, you may also be eligible for a PA State Grant (PHEAA) -- contact the Student Financial Services office for additional details.
Please select the "Cumulative Months of Service" that determine your Post 9/11 GI Bill benefits.
PELL Grant Eligibility
Are you eligible for the PELL Grant?
Your household size should include yourself, your spouse (if married), your children, and other dependents.
Please enter the income level for you (or your household).
Add the Household Size and Income Level to your Profile.
Employer Tuition Discounts
Great! You may be eligible for approximately $1,920 (20% discount per credit) in Employer benefits.
Add the Participating Corporation to your Profile.
PHEAA EAP Eligibility
Are you eligible for the Pennsylvania Higher Education Assistance Agency (PHEAA) Education Assistance Program (EAP)?
Add the Pennsylvania National Guard Commitment to your Profile.
Estimated Cost for the Certificate of Proficiency Financial Operations at Peirce College
These costs are based on an estimated 1 semesters or 0.5 years remaining to complete this degree (assuming a full-time load of 16 hours per semester)
Category Cost Basis Cost (To You) Estimated Benefits Net Cost Notes
Tuition $600 Per Credit $9,600 $1,920 $7,680 $1800 Per 3-credit-hour class
Fees
Service Fee $330 Per Semester $330 0 $330 This fee is charged at a rate of $165 per session.
*Please note that the above estimated costs do not include all Federal, State or other financial aid, grants, scholarships, etc. for which you may qualify. All such aid could substantially reduce these costs.
Tuition & Fee Notes:
  • Additional Fees as applicable
    • $75 - Application fee for Graduation. Required of all students. Students using Montgomery GI Bill will have fee covered by their benefits
    • $200 - Peirce College Test Out fee per course.
    • $350 - Credit for Work Experience fee per course.
    • $350 - Credit for Portfolio Assessment fee per course
    • $18 - Associate Business Program Assessment Fee
    • $36 - Bachelor's Business Program Assessment Test
Payment Options:
  • Student Loans - Please complete your FAFSA and contact the Student Financial Student Services office (sfs@peirce.edu or 215-670-9600) for eligibility and other loan options. You can use this Loan Calculator to explore loan payment options.
  • Tuition Reimbursement - Even if your employer is not a Peirce College corporate partner, please check with your employer on specific tuition reimbursement benefits to assist in funding your education.
  • Payment Plan - Peirce offers flexible payment plans. Please contact the Student Billing Office (billing1@peirce.edu).
Other Financial Aid to Pay for College:
  • You may be eligible for additional financial aid from Federal, State, and Local sources. Military education benefits are not considered in determining eligibility for federal financial aid. Everyone is therefore encouraged to apply for federal financial aid by submitting the Free Application for Federal Student Aid (FAFSA), because many will qualify for additional educational funds like Pell Grants, worth over $5,500/yr.