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


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