Financial Services (Financial Planning Associate) (2137)

Associate in Science

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.

In addition to the A.S. degree program, there is a technical certificate available: Financial Para-planner.

Articulations

This A.S. degree program articulates into a bachelor’s degree program. For more information, please visit the Transfer Services Web site.

Cost

Estimated cost of tuition is $3,984 (tuition rated for Florida residents, as of 7/07). Contact the program manager about additional costs (textbooks, fees and materials).

Curriculum

Course Number and Title		Credits
General Education
ENC 1101	English Composition I	3
ENC 1102	Writing About Non-Fiction	3
LIT 2000	Introduction to Literature: Writing About 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

Required Professional Courses
ACG 2021	Financial Accounting	4
ACG 2071	Managerial Accounting	3
CGS 1100	Microcomputer Applications for Business and Economics	3
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
FIN 2931	Special Topics in Finance	1
	Credit Hours	32
	Total Credit Hours	60

*Three credits of Gordon Rule Humanities
**Astronomy, Biology, Chemistry, Earth Science or Physics

Note

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.

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