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Financial Services Industry - collage of people at financial appointment and planning chart and colleagues talking

Financial Services Industry

The financial services industry is the perfect career choice for energetic and ambitious people who are looking for great career opportunities. This industry offers a wealth of opportunities that accommodate different skill sets. Here at UNFCE, you can find opportunities to add new skills or you can build on those you already have. 
  • Are you a planner who likes helping people? Work as a Certified Financial Planner.
  • Have an enquiring mind and like working with figures? Become a Certified Bookkeeper.
  • Detail-oriented, trustworthy, organized? A Tax Professional career may be for you!
  • Honest with great people skills and a high energy level? Try getting your 2-15 license.
CFP Professional

The demand for Certified Financial Planners is growing. Our program has been established to meet the need of professionals who are able to plan, assess, and evaluate a client’s financial future through the development of a comprehensive financial plan. This program is registered with the Certified Financial Planner Board of Standards, Inc.


ONLINE! This online training program leads to national certification with the American Institute of Professional Bookkeepers (AIPB).

Tax Professional

ONLINE! This nationally-recognized, innovative online certificate course enables you to start working and earning money while completing coursework toward the CTP professional credential. After successful completion, you will be qualified to prepare individual tax returns for almost all U.S. taxpayers and will also have the tax knowledge to successfully pass the Special Enrollment Examination (SEE).

Insurance Professional

Looking to broaden your career opportunities? Jobs are available now for those with a 2-15 license. Many of these career positions pay on average $51K+ per year. To prepare you for the test and a career in healthcare insurance sales, you will learn Federal and State regulations, legal concepts of the insurance contract, life and health insurance, health and accident insurance, and disability and medical reimbursements.