Financial Services (Financial Planning Associate) (A137)
If you’re interested in pursuing a career
in the fast growing area of personal financial planning, this
A.A.S. degree program will give you a solid foundation. Banks,
brokerage firms, insurance companies, credit unions, and other
financial services institutions are growing; there are numerous
employment opportunities in the Jacksonville area. The curriculum
in this program covers a broad array of topics: financial planning
fundamentals; principles of insurance; investment planning, retirement
planning and employee benefits; individual taxes and estate planning.
The lengthy list of professional electives allows you to focus
on the areas of particular interest to you.
The number of jobs in this field will grow faster than the average for all occupations through the
year 2012. Median annual earnings of personal financial advisors were $56,680 in 2002.
Estimated tuition is $3,800 (for Florida residents, as of 7/05). Contact program manager
for additional costs (textbooks, materials, fees).
| General Education Courses |
| ENC 1101 |
English Composition I |
3 |
| |
*Humanities |
3 |
| MAC 1105 |
College Algebra |
3 |
| or MAC 1140 Precalculus Algebra (4) |
|
| ECO 2013 |
Principles of Economics I |
3 |
| SOP 1002 |
Human Relations |
3 |
| |
Credit Hours |
15 |
| Professional Courses |
| CGS 1060 |
Introductory Computer Concepts |
3 |
| or CGS 1570 Microcomputer Applications |
|
| FIN 1122 |
Fundamentals of Financial Planning |
3 |
| RMI 1521 |
Principles of Insurance |
3 |
| CGS 2512 |
Spreadsheet Concepts and Practices |
3 |
| TAX 2000 |
Individual Taxes |
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 Investment
Strategies (1) |
|
| CGS 1100 |
Microcomputer Applications for Business and Economics |
4 |
| FIN 1020 |
The Mathematics of Personal Finance |
1 |
| ACG 2021 |
Financial Accounting |
4 |
| FIN 1943 |
Internship |
3 |
| FIN 2125 |
Estate Planning |
3 |
| |
Credit Hours |
33 |
| Professional Electives |
| ACG 2071 |
Managerial Accounting |
3 |
| APA 1001 |
Applied Accounting |
3 |
| CDA 2946 |
Internship |
3 |
| CGS 2525 |
Introduction to Multimedia |
3 |
| CGS 2542 |
Database Concepts for Microcomputers |
3 |
| GEB 1011 |
Introduction to Business |
3 |
| INR 2002 |
International Relations |
3 |
| OST 1324 |
Business Mathematics Using Calculators |
3 |
| OST 1355 |
Introduction to Information and Records Management |
3 |
| MAN 2021 |
Principles of Management |
3 |
| SBM 2000 |
Small Business Management |
3 |
| MAR 1011 |
Principles of Marketing |
3 |
| MKA 1021 |
Salesmanship |
3 |
| RMI 1134 |
Retirement Plans: Basic Features and Defined Contribution Approaches |
3 |
| RMI 1522 |
Personal Insurance (INS-22) |
3 |
| RMI 1523 |
Commercial Insurance (INS-23) |
3 |
| RMI 2524 |
Risk Management/ARM 54 |
3 |
| RMI 2537 |
Agency Operations and Sales Management (AAI 83) |
3 |
| FIN 2100 |
Personal Finance |
3 |
| BUL 2131 |
Business Law I — The Legal Environment of Business |
3 |
| ECO 2023 |
Principles of Economics II |
3 |
| |
Credit Hours |
12 |
Total Credit Hours: 60
*Refer to A.S. degree General
Education Requirements.
The associate in applied 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 should select the A.S.
degree Financial Services (2137).
