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2008-2009 Florida Community College at Jacksonville Catalog

Florida Community College at Jacksonville

Mar 07, 2021

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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Curriculum

Total Credit Hours: 12

Professional Courses

RMI 1521 - Principles of Insurance (INS-21) Credit Hours: 3

Technical Certificate Graduation Requirements

Please see the technical certificate graduation requirements .

Articulation

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