Financial Planning and Services

Stan T.Leave a Comment

About this program

A program that prepares individuals to plan and manage the financial interests and growth of individuals and institutions. Includes instruction in portfolio management, investment management, estate planning, insurance, tax planning, strategic investing and planning, financial consulting services, and client relations.

Career Opportunities

Securities and Commodities Sales Agents

buy and sell securities in investment and trading firms and develop and implement financial plans for individuals, businesses, and organizations.
$96540
Bachelor's degree
Strong job growth
Personality Match

Interest Match

Business Professors

teach courses in business administration and management, such as accounting, finance, human resources, labor and industrial relations, marketing, and operations research. Includes both teachers primarily engaged in teaching and those who do a combination of teaching and research.
$107270
Doctoral degree
Strong job growth
High job satisfaction
Personality Match

Interest Match

Credit Counselors

advise and educate individuals or organizations on acquiring and managing debt. May provide guidance in determining the best type of loan and explain loan requirements or restrictions. May help develop debt management plans or student financial aid packages. May advise on credit issues, or provide budget, mortgage, bankruptcy, or student financial aid counseling.
$49940
Bachelor's degree
Strong job growth
High job satisfaction
Personality Match


Personal Financial Advisors

Jim Eutsler, CFP®, ChFC®, CMA from HCM Wealth Advisors
Margaret M. Koosa from The Alchemists, Your Wealth Concierge
Christopher Liew, CFA from Royal Bank of Canada
Chris Nddie from Self-employed
Joshua Gerstler from The Orchard Practice
7 reviews
advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives. May also buy and sell financial assets for clients.
$122490
Bachelor's degree
Strong job growth
High job satisfaction
Personality Match

Interest Match


Related Majors

Selling Skills and Sales Operations

A program that prepares individuals to possess the skills associated with direct promotion of products and services to potential customers and to function as independent sales representatives and managers. Includes instruction in consumer psychology, image projection, public speaking and interpersonal communications, sales organization and operations, customer relations, professional standards and ethics, and applicable technical skills.

Fashion Merchandising

A program that prepares individuals to promote product lines/brands, and organize promotional campaigns, at the wholesale level to attract retailer interest, wholesale purchasing, and supply contracts. Includes instruction in wholesaling, wholesale advertising, selling, and customer relations.


Fashion Modeling

A program that prepares individuals to present and display fashion, apparel, and accessories products in wholesale and retail settings, either on the person or via props and natural or artificial settings. Includes instruction in modeling skills, health and cosmetic principles, fashion show management, display design and production, and applicable aspects of advertising and fashion photography.

Apparel and Accessories Marketing Operations

A program that prepares individuals to perform operations connected with the distribution and sale of apparel and accessories. Includes instruction in wholesaling and retailing, apparel technologies, distribution, customer sales and service skills, and principles of consumer research and sales forecasting.

Tourism and Travel Services Marketing Operations

A program that prepares individuals to provide direct retail services to hotel and motel clients and customers in a variety of settings. Includes instruction in the principles of hotel/motel operations, customer sales and assistance operations and techniques, telephone operations, and basic office management.


Tourism Promotion Operations

A program that prepares individuals to perform marketing and sales operations connected with the promotion of tourism in public and private sector settings. Includes instruction in principles of marketing research and advertising, promotional campaign organization, media relations, and applicable technical and administrative skills.

Vehicle and Vehicle Parts and Accessories Marketing Operations

A program that prepares individuals to perform operations connected with the distribution and sale of replacement parts and other end-use supplies in the automotive, marine, and aviation industries. Includes instruction in wholesaling and retailing, principles of vehicular technologies, storage and distribution, customer sales and service skills, and principles of consumer research and sales forecasting.

Business and Personal/Financial Services Marketing Operations

A program that prepares individuals to perform marketing and operational tasks associated with the provision of personal and financial services. Includes instruction in banking, marketing research, advertising, promotional campaign organization, insurance, media relations, and applicable technical and administrative skills.



Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.