Fairfax, USA

George Mason University

Bachelor of Science in Business - Concentration in Financial Planning and Wealth Management

Johannesburg, South Africa

University of Johannesburg

BCom Hons in Financial Planning

New York, USA

Online

Berkeley College

Financial Services - Bachelor of Business Administration

Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.

Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.

Manage client portfolios, keeping client plans up-to-date.

Implement financial planning recommendations or refer clients to someone who can assist them with plan implementation.

Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.

Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan. Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals. Manage client portfolios, keeping client plans up-to-date. Implement financial planning recommendations or refer clients to someone who can assist them with plan implementation. Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.

Bachelor

Master

Economic Studies

Finance

Financial Planning

Financial Economics

At Virginia Highlands Community College, we value excellence, individual worth, a welcoming environment, accountability, and achievement. Educational excellence that furthers intellectual, creative, ethical, and social development through a broad range of programs, professionally delivered and continuously evaluated with a focus on improvement. Individual worth, focusing on the strengths, experiences, and perspectives of all people. We set aside personal preferences and focus on the best interest of our campus and local communities, which are strengthened in an environment of mutual respect and learning. A safe, secure, and welcoming environment that cultivates a student-centered approach to service. Accountability, accepting responsibility for our actions, and accepting ownership for the results. We uphold the values of honesty, transparency, and integrity while remaining good stewards of the resources entrusted to us. Achievement, recognizing that life-long learning provides individual empowerment, resulting in success and personal satisfaction. We are proud to be a life-changing institution that encourages a passionate pursuit of excellence.

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Similar Courses

Bachelor of Science in Business - Concentration in Financial Planning and Wealth Management

BCom Hons in Financial Planning

Financial Services - Bachelor of Business Administration