Associate in Science

Financial Services (Financial Planning Associate) (2137)

The Financial Planning Associate program will enable you to embark upon a profitable and rewarding career in financial services. One of the fastest growing industries in the U.S. is financial planning. This field is particularly strong in Jacksonville where many large financial services companies are located. Banks, insurance companies, credit unions, brokerage firms, investment advisors and financial planners are looking for qualified and motivated degree students. You have three options upon graduation from our program: seek employment as a paraplanner or in another financial services capacity; pursue the CERTIFIED FINANCIAL PLANNER™ Certification Education Program; or continue on to earn a bachelor's degree in Financil Planning at the University of North Florida, which accepts our program credits. For more information, call 904.632.5064.

Expected Job Growth: Faster than the average for all occupations through the year 2012. Financial advisors who have the CERTIFIED FINANCIAL PLANNER™ certification will have the best opportunities.

Average Salary: Median annual earnings of personal financial advisors were $56,680 in 2002.


Certification and Licensing
Completion of this program prepares the student to pursue the CERTIFIED FINANCIAL PLANNER™ certification.

Curriculum

General Education Courses
ENC 1101 English Composition I (3)
ENC 1102 English Composition II: Writing About Non-Fiction Prose (3)
  or LIT 2000 Introduction to Literature (Fiction) (3)
**Communications (3)
**Humanities (6)
MAC 1105 College Algebra (3)
**Laboratory Science (4)
ECO 2013 Principles of Economics (3)

Credit hours: 25

Professional Courses
FIN 1122 Fundamentals of Financial Planning (3)
RMI 1521 Principles of Insurance (INS-21) (3)
CGS 2512 Spreadsheet Concepts and Practices (3)
FIN 2123 Investment Planning, Retirement Planning and Employee Benefits (3)
ACG 2021 Financial Accounting (4)
FIN 1943 Internship (3)
ACG 2071 Managerial Accounting (3)
CGS 1100 Microcomputer Applications for Business and Economics (4)
MAC 2233 Calculus for Business and Social Sciences (3)
STA 2023 Elementary Statistics (3)
ECO 2023 Principles of Economics II (3)

Credit hours: 35

Total Credit Hours: 60

*Refer to A.S. degree General Education Requirements.
**Communications - any Gordon Rule communications (2000 words); Humanities - any Gordon Rule Humanities (7000 words); Lab Science (Astronomy, Biology, Chemistry, Earth Science or Physics).

Notes
The associate in science degree program is intended primarily for students who desire to transfer to a four-year university. Students who are primarily interested in preparation for employment upon graduation should consider the associate in applied science program in Financial Services (A137).

Cost:
Estimated tuition is $3,600 (for Florida residents, as of 7/04).