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财务规划

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首页 » 学者 » 主修,辅修,课程 » 财务规划

财务规划

概述

Financial planners know the ins and outs of investing, saving, and money management.  You’ll learn to guide clients through some of the biggest moments of their lives and be a resource for them when times are tough.

This is a project-based program that not only gets you ready for the CFP Board exam, 但也给你真实的, 实践经验会对你的职业生涯有所帮助. 最棒的是? Doing it here at 重点大学 lets you build a fantastic professional network at a small campus you’ll love.

Our CFP Board registered program fulfills all the educational requirements for this high-growth and lucrative line of work. 

混合计划的好处
This program includes online courses as part of the curriculum through our partnership with Rize. 这些在线课程为学生提供尖端的课程, 更大的调度灵活性, 获得该领域的全国专家, 还能学到更多可以写简历的技能.

在本节目中,你将学习:

  • 与客户一起设定目标并评估风险承受能力
  • 风险管理和保险计划
  • Investing in the securities market, risk/return, stocks, bonds, options, futures
  • 税收后果和合法的减税策略
  • 退休财务规划
  • 遗产规划的税务及非税务考虑

巨大的职业生涯的财务规划师

The number of financial management jobs are expected to grow by 17%, twice the average job and 93% of financial planners are highly satisfied in their career.

个人财务分析师

Performs research/analysis and provides advice on managers, products, investment selections.

$68,532

工资中位数

财富管理顾问

Develops one-on-one relationships with high-net-worth clients and manages investment portfolios.

$97,176

工资中位数

个人理财经理

Creates holistic financial plans to meet the unique financial goals of their clients.

$134,180

工资中位数

课程

Some courses in this program are taught virtually through Rize 教育.

课程要求

除了坚实的商业基础, 会计, 和通信, students complete courses dedicated to providing you the knowledge and experience needed to be a financial planning professional. 这些课程包括:

  • ACCT 3150税务规划
  • 会计会计帐3185财务规划总负责人
  • 退休储蓄和投资
  • ACCT 4125遗产规划
  • 风险管理和保险
  • 投资规划
  • 财务计划发展

常见问题

从事财务规划工作真的需要学位吗?

是的 – the CFP board requires a bachelor’s degree for certification. Having a degree in Certified 财务规划 provides a massive advantage in earning potential and salary. People with a bachelor’s degree also have a 50% lower rate of unemployment, 他们平均多赚630美元,000 to $900,000人, 在像这样的高增长领域甚至更多.

如何成为注册理财规划师?

In order to become a Certified Financial Planner,  students must complete four key requirements:

  • 教育
    • 完成学士学位
    • Complete a seven-course sequence from a CFP Board registered program
  • 考试
    • Complete a 170 Question, 6-hour multiple-choice exam offered in March, July, and November
  • 经验
    • 完成6,000 hours of professional experience relating to financial planning, 或者完成4,做了000小时的学徒. This experience must be completed within five years of sitting for the exam – 详见此处.
  • 道德
    • Complete the ethics declaration forms and pass a background check

Keystone’s 财务规划 degree will prepare you to meet these requirements.

这个项目真的是与企业合作创建的吗?

是的! The only way to make sure our program gives you the skills you need to get hired and teaches you to work through real-world problems that actually matter is to partner with the people out there who are actually doing it. Our collaboration with Fortune 500 companies and subject matter experts means that their multi-billion-dollar expertise is reflected in everything you’ll study here.

我的职业生涯会是什么样子?

财务规划很重要, and our graduates can use their coveted skills to secure many different kinds of high-growth employment. If the idea of helping everyday people maximize their financial future is appealing, 你可能希望直接与家庭合作. 如果公司战略对你更有吸引力 , you may want to work in the finance department of a brand-name corporation. 作为一名注册财务规划毕业生, the high-paying possibilities available to you across industries are essentially endless. 

我怎么知道我是否对这个专业感兴趣?

如果你对财富的产生和增长感兴趣, if you have a desire to help others reach their financial goals, if you are looking for a degree that opens a ton of doors to different high-growth careers, 如果你想有一份永远不会无聊的工作, and if you want to gain a skill set that makes you more and more valuable as your career progresses, 你应该考虑这个专业.

什么是翻转课堂?

A flipped classroom is one where the focus is not on lectures, 但是在讨论中, 项目, 和解决问题. Students in flipped classrooms get the chance for more instructor feedback, 并因此被发现学到了很多东西, 快得多. 

我怎么知道我是否对这个专业感兴趣?

如果你对游戏有热情, 如果你想和别人一起打造出色的项目, if you are looking for a degree that opens a ton of doors to different high-growth careers, 如果你有创造力 , and if you’re looking for a way to take part in shaping the future of gaming and eSports, 你应该考虑这个专业.  

现场选修课是什么意思?

灵活性. Optional live sessions mean our courses can be completed asynchronously, but you will still have the ability to attend live sessions with your instructor. Many students prefer learning that comes with live interactions, while other students love the flexibility of doing them whenever they fit into their schedule.

谁会在我的班上?

This major is part of an exclusive partnership between 重点大学 and Rize 教育, 也就是说你会和你学校的学生一起学习, as well as students from a selective consortium of schools across the country. The goal is to help you begin building a national network of people in your industry before you’ve even graduated.  

我需要成为数学天才才能学习财务规划吗?

不! 虽然这个专业确实涉及数学, the quantitative coursework is relatively light and does not cover abstract mathematical concepts. 请放心,无论你的数学有多好(或坏), this could be the major for you to launch a high-paying career!

项目的目标

  • 解释财务规划的核心概念.
  • Communicate complex financial concepts in a clear and concrete manner.
  • Recognize financial regulations and ethical principles governing the financial planning profession.
  • Develop comprehensive financial plans that encompass various aspects of financial planning.

联系

凯文·文森,CMA
项目负责人
570-945-8430
凯文.vinson@gp087.com

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