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 $760 (for Florida residents, as of 7/05). Contact the program manager for additional costs (fees, materials and textbooks).

Need More Information? Contact:
Melissa Chandler, Urban Resource Center, 904.633.8114, machandl@fccj.edu

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 Investments Strategies (1)
FIN 1943	Internship	3
	Credit Hours	12

Total Credit Hours: 12

Please see the technical certificate Graduation Requirements.

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