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 two options
upon graduation from our program: seek employment as a paraplanner
or in another financial services capacity, or continue
on to earn a bachelor’s degree in Financial
Planning at the University of North Florida, which accepts
our program credits. For more information, call 904.632.5064.
Estimated tuition is $3,800 (for Florida residents, as of 7/05). Contact program manager about additional costs (textbooks, fees and materials).
| General Education Courses |
| ENC 1101 |
English Composition I |
3 |
| ENC 1102 |
English Composition II: Writing About Non-Fiction Prose |
3 |
| LIT 2000 |
Introduction to Literature (Fiction) |
3 |
| |
*Humanities |
6 |
| MAC 1105 |
College Algebra |
3 |
| |
**Laboratory Science |
4 |
| |
**Non-Lab Science |
3 |
| ECO 2013 |
Principles of Economics I |
3 |
| |
Credit Hours |
28 |
| Professional Courses |
| ACG 2021 |
Financial Accounting |
4 |
| ACG 2071 |
Managerial Accounting |
3 |
| CGS 1100 |
Microcomputer Applications for Business and Economics |
4 |
| ECO 2023 |
Principles of Economics II |
3 |
| FIN 1122 |
Fundamentals of Financial Planning |
3 |
| FIN 1943 |
Internship |
3 |
| FIN 2123 |
Investment Planning, Retirement Planning and Employee Benefits |
3 |
| MAC 2233 |
Calculus for Business and Social Sciences |
3 |
| RMI 1521 |
Principles of Insurance (INS-21) |
3 |
| STA 2023 |
Elementary Statistics |
3 |
| |
Credit Hours |
32 |
Total Credit Hours: 60
*Refer to A.S. degree General
Education Requirements.
*Any Gordon Rule Humanities (7,000)
**Astronomy, Biology, Chemistry, Earth Science or Physics
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).
