Technical Certificate

Financial Para-planner (6010)

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.

Cost
Estimated tuition is $760 (for Florida residents, as of 7/05). Contact the program manager for additional costs (fees, materials and textbooks).

Curriculum

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
or FIN 2190	Employee Benefits and Retirement Planning (1)
and FIN 2191	Financial Planning and Debt Management (1)
and FIN 2192	Investments and Investments Strategies (1)
FIN 1943	Internship	3
	Credit Hours	12

Total Credit Hours: 12

Please see the technical certificate Graduation Requirements.