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Financial Para-planner―Certificate

The purpose of this program is to prepare students for employment in the financial planning industry. The program also provides necessary skills needed to advance beyond a clerical position in a financial planner's office. The program focuses on broad transferable skills and stresses understanding of the financial planning industry.

Program Code: TC-FINP

FIN 1100Personal Finance

3 cr.
FIN 1122Fundamentals of Financial Planning

3 cr.
FIN 2940Internship in Financial Services

3 cr.
RMI 1003Principles of Insurance

3 cr.

Total Credit Hours: 12