Florida Community College at Jacksonville wave logo

Technical Certificate

Financial Para-planner (6010)

This Financial Para-planner certificate prepares students for employment in the financial planning industry by providing the necessary skills needed to advance beyond a clerical position in a financial planner’s office. This program focuses on broad transferable skills and stresses understanding and demonstration of the following elements of the financial planning process: fundamentals of financial planning, principles of insurance, investment planning, retirement planning and employee benefits.

All courses in this technical certificate apply to the Financial Services (Financial Planning Associate) associate degree.

Estimated tuition is $797 (for Florida residents, as of 7/06). Contact the program manager for additional costs (fees, materials and textbooks).


Professional Courses
FIN 1122 Fundamentals of Financial Planning 3
RMI 1521 Principles of Insurance 3
FIN 2123 Investment Planning, Retirement
Planning and Employee Benefits
  or FIN 2190 Employee Benefits and Retirement
  Planning (1)
  and FIN 2191 Financial Planning and Debt
  Management (1)
  and FIN 2192 Investments and Investment
  Strategies (1)
FIN 1943 Internship 3
  Total Credit Hours 12

Please see the technical certificate Graduation Requirements.


© Florida Community College at Jacksonville