Securities and Investments

The securities and investments industry consists of brokerage firms, investment banks, and stock exchanges, all of which support the flow of funds from investors to companies and institutions. Related services include financial planning, asset management, hedge fund management, and custody services.

Careers

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Compare up to 3 careers by selecting the compare checkbox beside each career and then press Compare Selected Careers.

A
- Account Executive compare
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- Analyst compare
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B
- Bank Secrecy Act-Anti-Money Laundering (BSA/AML) Officer compare
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- Banking Center Manager (BCM) compare
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- Branch Manager compare
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- Broker compare
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- Budget Analyst compare
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- Budget and Policy Analyst compare
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- Budget Coordinator compare
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- Budget Officer compare
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- Business Administrator compare
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- Business Manager compare
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C
- Certified Financial Planner (CFP) compare
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- Chief Financial Officer (CFO) compare
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- Chief Fiscal Officer (CFO) compare
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- Client Manager compare
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- Collections Vice President compare
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- Community Reinvestment Act Officer (CRA Officer) compare
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- Compliance Analyst compare
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- Compliance Director compare
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- Compliance Manager compare
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- Compliance Officer compare
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- Compliance Specialist compare
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- Compliance Vice President compare
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- Comptroller compare
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- Consumer Lending Vice President compare
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- Consumer Loan Manager compare
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- Controller compare
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- Credit Products Officer compare
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E
- Electronic Services Vice President compare
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- Equity Research Analyst compare
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F
- Finance Director compare
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- Finance Vice President compare
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- Financial Advisor compare
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- Financial Analyst compare
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- Financial Consultant compare
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- Financial Counselor compare
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- Financial Planner compare
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- Financial Representative compare
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- Financial Services Representative compare
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- Financial Specialist compare
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- Fixed Income Manager compare
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I
- Internal Auditor compare
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- Investment Advisor compare
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- Investment Analyst compare
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- Investment Consultant compare
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- Investment Executive compare
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- Investment Officer compare
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- Investment Specialist compare
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L
- Lending Manager compare
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- Loan Servicing Vice President compare
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- Loan Systems Director compare
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O
- Operational Risk Analyst compare
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P
- Planning Analyst compare
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- Portfolio Manager compare
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R
- Real Estate Analyst compare
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- Registered Representative compare
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- Relationship Banker compare
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- Relationship Manager compare
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- Research Analyst compare
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S
- Securities Analyst compare
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- Select Banker compare
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- Service Center Manager compare
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- Staff Analyst compare
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- Stock Broker compare
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T
- Treasurer compare
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Continuing Education

Wisconsin Technical Colleges
- Blackhawk Technical College
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  Accounting AAS
  
  Business Management AAS
- Chippewa Valley Technical College
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  Accounting AAS
  
  Business Management AAS
- Fox Valley Technical College
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  Accounting AAS
  
  Business Management AAS
  
  Banking & Financial Services AAS
  
  Associate of Arts - University Transfer AAS Lib
- Gateway Technical College
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  Accounting AAS
  
  Business Management AAS
- Lakeshore Technical College
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  Business Management AAS
  
  Accounting AAS
- Madison College
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  Accounting AAS
  
  Finance AAS
  
  Business Management AAS
  
  General Accountancy TD
- Mid-State Technical College
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  Accounting AAS
  
  Business Management AAS
- Milwaukee Area Technical College
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  Business Management AAS
  
  Business Management : Tech Diploma TD
- Moraine Park Technical College
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  Accounting AAS
  
  Business Management-Small Business Entrepreneurship AAS
- Nicolet Area Technical College
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  Accounting AAS
  
  Business Management AAS
- Northcentral Technical College
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  Business Management AAS
- Northeast Wisconsin Technical College
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  Accounting AAS
  
  Business Management AAS
- Southwest Wisconsin Technical College
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  Accounting AAS
  
  Business Management AAS
- Waukesha County Technical College
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  Business Management AAS
- Western Technical College
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  Accounting AAS
  
  Business Management AAS
  
  Financial Services AAS
- Wisconsin Indianhead Technical College
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  Accounting AAS
  
  Business Management AAS
University of WI System Campuses
- UW-Eau Claire
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  Accounting B
  
  Business Finance B
  
  Economics B
- UW-Green Bay
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  Accounting B
  
  Economics B
- UW-La Crosse
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  Accountancy B
  
  Finance B
  
  Economics B
- UW-Madison
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  Business: Risk Management And Insurance B
  
  Business: Accounting B
  
  Business: Actuarial Science B
  
  Business: Finance* Investment And Banking B
  
  Personal Finance B
  
  Business: Accounting M
  
  Business: Finance, Investment And Banking M
- UW-Milwaukee
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  Accounting B
  
  Actuarial Science B
  
  Finance B
  
  Economics B
- UW-Oshkosh
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  Accounting B
  
  Finance B
  
  Economics B
- UW-Parkside
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  Economics B
- UW-Platteville
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  Accounting B
- UW-River Falls
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  Accounting B
  
  Economics B
- UW-Stevens Point
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  Accounting B
  
  Economics B
- UW-Superior
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  Accounting B
- UW-Whitewater
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  Accounting B
  
  Finance B
  
  Economics B
  
  Accounting M
Wisconsin Private Colleges & Universities
- Cardinal Stritch University
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  Accounting B
- Carroll University
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  Accounting B
  
  Actuarial Science B
- Carthage College
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  Accounting B
  
  Finance, General B
- Concordia University Wisconsin
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  Accounting B
  
  Actuarial Science B
  
  Finance, General B
  
  Finance, General M
- Edgewood College
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  Accounting B
  
  Accounting M
- Lakeland College
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  Accounting B
  
  Business/managerial Economics B
- Marian University
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  Accounting B
  
  Business/managerial Economics B
- Marquette University
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  Business/managerial Economics B
  
  Finance, General B
  
  Accounting B
  
  Accounting M
- Mount Mary College
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  Accounting B
- Northland College
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  Accounting B
- Silver Lake College
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  Accounting B
- St. Norbert College
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  Accounting B
  
  Finance, General B
- Viterbo University
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  Accounting B
- Wisconsin Lutheran College
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  Business/managerial Economics B

Madison College
- Business Management Career Pathway
Wisconsin Indianhead Technical College
- Financial Services

Sample Career Plan

Secondary

English / Language Arts

English/ Language Arts I

Math

Algebra I

Geometry

Science

Earth or Life or Physical Science

Social Studies / Sciences

State History Geography

Career and Technical Courses

Business Essentials

Business Technology Applications

English / Language Arts

English/ Language Arts II

Math

Geometry

Algebra II

Science

Biology

Chemistry

Social Studies / Sciences

U.S. History

Career and Technical Courses

Business Finance

English / Language Arts

English/ Language Arts III

Math

Pre-Calculus or Algebra II

Science

Chemistry

Physics

Social Studies / Sciences

World History Psychology

Career and Technical Courses

Accounting

Principles of Marketing

English / Language Arts

English/ Language Arts IV

Math

Pre-Calculus or Calculus or Trigonometry or Statistics

Science

Physics or other science course

Social Studies / Sciences

Government Economics

Career and Technical Courses

Fundamentals of Insurance Services

	9	10	11	12
English / Language Arts	English/ Language Arts I	English/ Language Arts II	English/ Language Arts III	English/ Language Arts IV
Math	Algebra I Geometry	Geometry Algebra II	Pre-Calculus or Algebra II	Pre-Calculus or Calculus or Trigonometry or Statistics
Science	Earth or Life or Physical Science	Biology Chemistry	Chemistry Physics	Physics or other science course
Social Studies / Sciences	State History Geography	U.S. History	World History Psychology	Government Economics
Career and Technical Courses	Business Essentials Business Technology Applications	Business Finance	Accounting Principles of Marketing	Fundamentals of Insurance Services

Post Secondary

English / Language Arts

English Composition English Literature

Math

Algebra or Calculus

Science

Lab Science

Social Studies / Sciences

Economics Psychology

Career and Technical Courses

Insurance Underwriting Operations

Risk Management

English / Language Arts

Speech/ Oral Communication Technical Writing

Math

Science

Social Studies / Sciences

Sociology Public Policy

Career and Technical Courses

Regulatory Compliance in Insurance Services

Services Marketing

English / Language Arts

Math

Science

Social Studies / Sciences

Career and Technical Courses

Continue Courses in the Area of Specialization

English / Language Arts

Math

Science

Social Studies / Sciences

Career and Technical Courses

Complete Insurance Services Major (4-year degree program)

	Year 13	Year 14	Year 15	Year 16
English / Language Arts	English Composition English Literature	Speech/ Oral Communication Technical Writing
Math	Algebra or Calculus
Science	Lab Science
Social Studies / Sciences	Economics Psychology	Sociology Public Policy
Career and Technical Courses	Insurance Underwriting Operations Risk Management	Regulatory Compliance in Insurance Services Services Marketing	Continue Courses in the Area of Specialization	Complete Insurance Services Major (4-year degree program)