Financial Services

Learn how to manage money, and Advise on investing and financial matters

The Associate of Arts – Financial Services Studies gives students an understanding of financial services available to consumers and the factors that must be considered when deciding on such things as loans, mortgages, and insurance. Students gain the knowledge and skills that are vital for young people to make informed financial decisions by acquainting them with the risks and challenges involved in personal finance, and tools for effective planning.

Financial Services Learning Outcomes. You will:
  • Get an introduction to supply and demand.
  • Study about firms and their decisions about optimal production.
  • Understand the fundamentals of microeconomics & macroeconomics.
  • Incorporate numeric information to support solutions to economic issues
  • Understand market structures and market power.
  • Collect and integrate information from a variety of sources.
Career Opportunities
01. Private Banking
02. Mortgage Management
03. Investment Banking & Services
04. Retail Banking
05. Banking & Investment Consultancy
06. Personal Banking Services
Course Overview
General Requirements Major courses Adjunct Courses Elective
Caribbean Studies

Communication Studies

Integrated Math

Economics Unit 1

Economics Unit 2

Management of Business Unit 1

Management of Business Unit 2

Law Unit 2

Entrepreneurship Unit 1

Choose one unit from any other CAPE syllabus
30 credits 40 credits 20 credits 10 credits
About Transfers

Lead Institute has a long history of successfully preparing students for transfer to four-year institutions. We articulation agreements with a variety of institutions and programs to assist our students with transferring to a university. Your Lead Institute Advisor can assist you with a personalized plan for your specific transfer based on university and program. We remain committed and ready to support you on that journey to continuing your studies.


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