Degree and Certificate Programs

Financial Services

Financial Services (Financial Planning Associate) (2137)

Associate in Science

The two-year program in financial services (financial planning associate) is structured to provide students with both general and specialized skills and competencies needed to embark upon a profitable and rewarding career in financial services. One of the fastest growing industries in the United States is financial planning. Opportunities in financial services are especially good, as Jacksonville is a hub of financial activity. Financial institutions such as banks, insurance companies, credit unions, brokerage houses, investment advisors and financial planners are looking for qualified and motivated degree students to enter their training programs.

The program is designed to serve students who are interested in the financial services industry. The financial planning associate program provides students with a background that will assist in preparation for a career in financial services with an emphasis in personal financial planning. The classroom experiences provide a broad understanding of the financial planning associate.

The program manager, with the approval of the instructional dean, may require additional courses or make substitutions required to meet the need of students.

Note: The associate in science degree program is intended primarily for students who desire to complete an associate’s degree and become employed. Students who desire to pursue a university transfer study must meet certain course and test requirements. For details refer to university transfer requirements.

Required Courses

The following is a list of courses required for this program presented in a recommended sequence of completion. The sequence is only a suggested guide, and there is no requirement to follow the sequence precisely. Students in this program may register for any course as long as the student has met any prerequisites for that course. Where a “professional elective” is indicated in the course sequence, students may choose any course from the group of professional electives that follows the full course sequence.

Course Number and Title	Credits
FIN 1122 Fundamentals of Financial Planning	3
ECO 2013 Principles of Economics	3
Professional Elective (see list below)	3
ENC 1101 English Composition I	3
*Social and Behavioral Sciences	3
RMI 1521 Principles of Insurance	3
CGS 2512 Spreadsheet Concepts and Practices	3
FIN 1106 Investment Planning	3
*Humanities	3
MAC 1105 College Algebra	3
OR
MAC 1140 Precalculus Algebra (4 cr.)
TAX 2000 Individual Taxes	3
FIN 2124 Retirement Planning and Employee Benefits	3
CGS 1060 Introductory Computer Concepts	3
OR
CGS 1570 Microcomputer Application Software Professional Electives (see list below)	6
ACG 2021 Financial Accounting	4
**Professional Electives (see list below)	9
FIN 1943 Internship	3
FIN 2125 Estate Planning	3
Total Credit Hours	64

**Professional Electives

ACG 2071 Managerial Accounting
APA 1001 Applied Accounting
CDA 2946 Internship
CGS 1100 Microcomputer Applications for Business and Economics
CGS 2512 Spreadsheet Concepts and Practices
CGS 2525 Introduction to Multimedia
CGS 2542 Database Concepts for Microcomputers
GEB 1011 Introduction to Business
INR 2002 International Relations
OST 1324 Business Mathematics Using Calculators
OST 1355 Introduction to Information and Records Management
OST 1949 Cooperative Education Work Experience I
MAN 2021 Principles of Management
MAN 2800 Small Business Management
MAR 1011 Principles of Marketing
MKA 1021 Salesmanship
RMI 1134 Retirement Plans: Basic Features and Defined Contribution Approaches
RMI 1522 Personal Insurance
RMI 1523 Commercial Insurance
RMI 2524 Essentials of Risk Management
RMI 2525 Essentials of Risk Control
RMI 2526 Essentials of Risk Financing
RMI 2535 Principles of Insurance Production
RMI 2536 Multi-Lines Insurance Production
RMI 2537 Agency Operations and Sales Management

*Refer to A.S. degree General Education Requirements.