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  Aug 21, 2017
2008-2009 Florida Community College at Jacksonville Catalog 
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2008-2009 Florida Community College at Jacksonville Catalog

Financial Para-planner (6010)

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Technical Certificate

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.

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Total Credit Hours: 12

Professional Courses

Technical Certificate Graduation Requirements

Please see the technical certificate graduation requirements .


This certificate articulates directly into the Financial Services (Financial Planning Associate) A.S. degree.

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