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Securities, Commodities, and Financial Services Sales Agents

Typical job duties performed with this occupation include:

TASK DUTIES
Prepare documents needed to implement plans selected by clients.
Analyze market conditions to determine optimum times to execute securities transactions.
Complete sales order tickets and submit for processing of client-requested transactions.
Offer advice on the purchase or sale of particular securities.
Prepare financial reports to monitor client or corporate finances.
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*Note: Not all occupations will have a full list of Task Duties or associated programs

Training for this occupational program or those in a similar family of programs can be located at the following postsecondary institutions in the State of Kansas. Please check with a program advisor at the postsecondary institution for more information on the particular focus of each program listed. Programs nearest the local area appear first. Click on the program to find more information.

INSTITUTION NAME CITY INSTITUTION TYPE PROGRAM TITLE AWARDS HOURS
Kansas State University Manhattan Public PERSONAL FINANCIAL PLANNING Bachelor Degree - BS 120
Grantham University Lenexa Private BUSINESS ADMINISTRATION - FINANCIAL PLANNING Bachelor of Business Administration - BBA
ExamFX Inc Leawood Private SERIES 66 Certificate - CERT
ExamFX Inc Leawood Private SERIES 65 Certificate - CERT
ExamFX Inc Leawood Private SERIES 26 Certificate - CERT
ExamFX Inc Leawood Private SERIES 24 Certificate - CERT
ExamFX Inc Leawood Private SERIES 7 Certificate - CERT
ExamFX Inc Leawood Private SERIES 6 & 63 Certificate - CERT