Financial Planning
证书
This certificate is suitable for the student who wishes to gain the financial literacy needed in the current financial services and workforce environment. Financial planning certificate students are people who need to create a basic foundation for navigating the increasingly complex world of personal financial planning and gain 技能 essential to careers in the financial services industry. Financial Planning students will be prepared for financial-services jobs in banking, 保险, and securities; financial planning, bank branch management, and 保险 agency sales and management. Students already employed in the financial services industry will find the 金融 Concentration program useful in advancing their careers. The program also offers transfer opportunities for those who wish to continue their education at 4-year colleges or universities.
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18学分
ACC 111 会计
BUS 113 Intro to Personal 金融
ECO 110 Macroeconomics or ECO 120 Microeconomics
FIN 110 Principles of 金融
FIN 150 Introduction to Investing
FIN 170 Insurance and Risk Management
学位 questions, answered.
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职业生涯
Students with a 证书 in Financial Planning, expect to work in a job where a self-directed retirement plan is offered or the financial services industry. Representative jobs in that field include loan officer, 分行经理, customer relations representative, mortgage originator, 保险代理人, stockbroker in smaller or regional brokerage firms, and back-office administration and management for financial institutions. Students will graduate with more 技能 specifically related to the financial services industry, as well as the broader 技能 needed to navigate personal financial issues. The objective of the program is to provide students with the knowledge, 培训, 技能, 和凭证, which will lead toward a general career path or a career in finance-related businesses. This certificate is also useful for adults who seek the information necessary to handle their financial decisions which are increasingly complex.