ProgramCIP 52.0804

Financial Planning and Services

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.

Definition from U.S. Department of Education, National Center for Education Statistics (CIP 2020).

FieldFrom the federal list

JobsOfficial crosswalk

KnowledgeFrom O*NET

CoursesNext

ConceptsLater

Open questionsLater

01.

Leads to

4 jobs

Business Teachers, Postsecondary25-1011
Credit Counselors13-2071
Personal Financial Advisors13-2052
Securities, Commodities, and Financial Services Sales Agents41-3031

02.

Knowledge those jobs draw on

Customer and Personal Service4 of 4
English Language4 of 4
Economics and Accounting3 of 4
Mathematics3 of 4
Education and Training2 of 4
Computers and Electronics2 of 4
Administration and Management1 of 4
Law and Government1 of 4
Administrative1 of 4
Sales and Marketing1 of 4

How many of the linked jobs rate the area important (O*NET importance 3.5 or more out of 5).

03.

Financial Planning and Services

Leads to

Knowledge those jobs draw on

See also