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The Financial Planning and Services Certificate focuses on providing a strong foundation in personal financial planning theories and skills in demand from financial planning professionals. The courses included are grounded in the holistic approach to financial planning that includes investment management, personal income tax planning, insurance planning, retirement planning and employee benefits, and estate planning. The capstone course puts all of these elements together in a case study format giving the student a real-world experience.
Certification/license obtained as part of training program
Certification/license test preparation provided
Employment performance results
Data is unavailable for one of several reasons: In some cases, the institution has not provided the Workforce Board with data to independently evaluate program performance. We encourage all schools to provide this data on an annual basis. In other cases, the program joined Career Bridge recently and student data has not been reported yet. In other cases, the program is too small or too new to provide reliable results.
Top industries for graduates
Data is unavailable for one of several reasons: In some cases, the institution has not provided the Workforce Board with data to independently evaluate program performance. We encourage all schools to provide this data on an annual basis. In other cases, the program joined Career Bridge recently and student data has not been reported yet. In other cases, the program is too small or too new to provide reliable results.
Data is unavailable for one of several reasons: In some cases, the institution has not provided the Workforce Board with data to independently evaluate program performance. We encourage all schools to provide this data on an annual basis. In other cases, the program joined Career Bridge recently and student data has not been reported yet. In other cases, the program is too small or too new to provide reliable results.
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