Financial Para-planner (6010)

Technical Certificate

This Financial Para-planner certificate prepares students for employment in the financial planning industry by providing the necessary skills needed to advance beyond a clerical position in a financial planner’s office. This program focuses on broad transferable skills and stresses understanding and demonstration of the following elements of the financial planning process: Fundamentals of Financial Planning, Principles of Insurance, Investment Planning, Retirement Planning and Employee Benefits.

Articulations

This certificate articulates directly into the Financial Services (Financial Planning Associate) Associate in Science degree.

Cost

Estimated cost of tuition is $797 (tuition rated for Florida residents, as of 7/07). Contact the program manager for additional costs (textbooks, materials, fees).

Need More Information? Contact:

Melissa Chandler, Urban Resource Center, 904.361.6261

Curriculum

Course Number and Title		Credits
Required Professional Courses
FIN 1122	Fundamentals of Financial Planning	3
RMI 1521	Principles of Insurance	3
FIN 2123	Investment Planning, Retirement Planning and Employee Benefits	3
FIN 1943	Internship	3
	Total Credit Hours	12

Please see the technical certificate Graduation Requirements.

Return to Financial Services