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.

Articulations
All courses in this technical certificate apply to the Financial Services (Financial Planning Associate) associate degree.

Cost
Estimated tuition is $797 (for Florida residents, as of 7/06). 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 Investment   Strategies (1)
FIN 1943	Internship	3
	Total Credit Hours	12

Please see the technical certificate Graduation Requirements.