- Award:
- Certificate of Achievement
- Program location:
- Elkhorn Valley Campus
- Fort Omaha Campus
- Sarpy Center
The Para-Financial Planner Certificate is designed to prepare students for employment in the financial planning industry by providing exposure to the fundamental elements of the financial planning process, including principles and practices, insurance, investments, retirement planning, tax planning, and estate planning. Upon completion of this program, potential employment opportunities exist with companies, government agencies, and nonprofit organizations in the financial services industry.
Graduation Requirements
| Requirement | Credit Hrs. |
|---|---|
| General Education | 13.5 |
| Major Requirements | 37.0 |
| Total Credit Hours Required | 50.5 |
General Education Requirements - 13.5
| Courses | Credit Hrs. |
|---|---|
| ENGL Level I | 4.5 |
| Courses | Credit Hrs. |
|---|---|
| Humanities/Social Sciences | 4.5 |
| Courses | Credit Hrs. |
|---|---|
MATH 1220 Business Mathematics
|
4.5 |
Major Requirements for Business Management – Para-Financial Planner - 37.0
| Courses | Credit Hrs. |
|---|---|
| ECON 1000 Macroeconomics
|
4.5 |
| FINA 1200 Wealth-Building Fundamentals and Personal Finance
|
4.5 |
| FINA 1310 Not found | 4.5 |
| FINA 1320 Financial Calculator Applications
|
1.0 |
| FINA 2100 Introduction to Investments
|
4.5 |
| FINA 2206 Fundamentals of Financial Planning I | 4.5 |
| FINA 2207 Fundamentals of Financial Planning II | 4.5 |
| FINA 2981 Internship in Finance | 4.5 |
| INFO 1001 Information Systems and Literacy
|
4.5 |