Curriculum and Requirements
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 1100 - Personal Finance 3 cr.
- FIN 1122 - Fundamentals of Financial Planning 3 cr.
- FIN 2940 - Internship in Financial Services 3 cr.
- RMI 1003 - Principles of Insurance 3 cr.