Is a National Tipping Point Study Needed to Improve Our Credentialing System?

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Case Study

Financial Customer Service Representative Microcredential

SUNY Rockland Community College

CREDENTIAL TITLE

Financial Customer Service Representative Microcredential

CREDENTIAL LEVEL

Undergraduate

ACADEMIC PROGRAM

Business

CREDIT/NON-CREDIT # OF CREDITS (IF CREDIT BEARING)

9

INCREMENTAL CREDENTIALING FRAMEWORK APPROACHES

 Stack As You Go
Learn As You Go
Specialize As You Go
Transfer As You Go
Partner As You Go
Retro As You Go

Top Competencies/Learning Outcomes

A Financial Customer Service Representative is responsible for engaging with customers on behalf of their company. They provide introductory information to new customers and ensure that customers are satisfied with products and services. Escalating queries and troubleshooting issues with a product of service. This microcredential prepares the student with business communication skills, information management skills, and finance fundamentals to prepare for career opportunities in the finance industry. Upon successful completion of these classes, the student will receive a digital badge in Financial Customer Service Representative.

Credential Components

BUS 10800, FIN 10100, MGT 11110

Improving Education and Employment Outcomes

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LEARN-AND-WORK ECOSYSTEM

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© COPYRIGHT 2025 CREDENTIAL AS YOU GO

ALL RIGHTS RESERVED

FUNDING STATEMENT

Credential As You Go has acquired three phases of funding to date. Lumina Foundation funded Phase I, resulting in the Incremental Credential Framework for testing. The Institute of Education Sciences, U.S. Department of Education funds Phase II (Grant R305T210063), which focuses on rapid prototyping of and research on incremental credentials with a national campaign. An anonymous private donor fund at the Program on Skills, Credentials & Workforce Policy at George Washington University funds the development of the prototype Learn and Work Ecosystem Library. Walmart funds Phase III, which focuses on systems change for expansion and sustainability of incremental credentials. The opinions expressed are those of the authors and do not represent views of Lumina Foundation, Institute of Education Sciences, the U.S. Department of Education, Walmart, or George Washington University.