Financial Services (Financial Planning Associate) (A137)

Associate in Applied Science

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.

Expected Job Growth and Earnings

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.

Cost

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

Curriculum

Course Title and Number		Credits
General Education Courses
ENC 1101	English Composition I	3
	*Humanities	3
	*Mathematics	3
ECO 2013	Principles of Economics I	3
INP 1390	Human Relations in Business and Industry	3
or PSY 1012 General Psychology
or SYG 2000 Introductory Sociology
	Credit Hours	15

Required Professional Courses
**CGS 1060	Introduction to Information Technology	3
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
CGS 1100	Microcomputer Applications for Business and Economics	3
FIN 1020	The Mathematics of Personal Finance	1
ACG 2021	Financial Accounting	4
FIN 1943	Internship	3
FIN 2125	Estate Planning	3
FIN 2931	Special Topics in Finance	1
	Credit Hours	33

Professional Electives (minimum 12 credit hours)
ACG 2071	Managerial Accounting	3
APA 1001	Applied Accounting	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 1522	Personal Insurance (INS-22)	3
RMI 1523	Commercial Insurance (INS-23)	3
RMI 2524	Risk Management/ARM 54	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./A.A.S. degree General Education Requirements.
**CGS 1570 may be substituted for CGS 1060.

Note

The associate in applied science degree program is intended primarily for students who desire to complete an associate degree and become employed. Students who decide to pursue university transfer should select the A.S. degree Financial Services.

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