Financial Planning | Bellevue University

Skills & Competencies

Skills developed through this program

Auto-populatedfrom O*NET via SOC 13-2051.00

Skills

Active ListeningReading ComprehensionSpeakingCritical ThinkingWritingJudgment and Decision MakingComplex Problem SolvingActive Learning

Knowledge

English LanguageCustomer and Personal ServiceMathematicsAdministration and ManagementComputers and Electronics

Tasks

Collect fees, commissions, or other payments, according to contract terms.
Send samples of clients' work and other promotional material to potential employers to obtain auditi
Keep informed of industry trends and deals.

Technology

Accounting softwareHuman resources softwareFinancial analysis softwareBusiness intelligence and data analysis softwareAnalytical or scientific software

Tools

10-key calculatorsComputer data input scannersDesktop computersLaptop computersLaser facsimile machinesMulti-line telephone systemsNotebook computersPersonal computersPhotocopying equipmentTablet computers

Career Pathways

Occupations this program prepares you for

Auto-populatedfrom O*NET + BLS

Occupations matched to this program, with median wage, top wage, growth, and openings
SOC	Occupation	Method	Wage	Growth	Openings
Match confidence: high13-2051.00	Financial and Investment Analysts	title_inference	$101,350 median$180,550 top	+5.73%	2,110

Program Pathways

Credentials this program stacks toward

No program pathways.

What You'll Learn

Key competencies developed through this program

Auto-populatedfrom NSX Competency Framework

Mastery: advanced (Level 4)(based on Master's Degree)

Organizational investment strategy — set overarching analytical direction, define research priorities, and align team capabilities with firm-wide financial and business objectives.
Competency development programs — design and lead mentoring, training, and performance evaluation initiatives that elevate analytical talent across the department.
Enterprise-level client relationships — cultivate and steward relationships with major institutional clients, negotiating complex fee structures and multi-year contractual commitments.
Industry thought leadership — represent the firm at conferences, in publications, and with media to communicate authoritative perspectives on market trends and investment outlook.
Cross-departmental financial governance — chair investment committees and cross-functional reviews, integrating legal, compliance, technology, and operations input into final decisions.
Proprietary analytical frameworks — architect firm-specific financial models, valuation methodologies, and risk management systems that become institutional standards.
Strategic talent acquisition processes — define criteria and lead high-stakes evaluation of senior analyst candidates, aligning hiring decisions with long-term organizational strategy.
Regulatory engagement and policy influence — interact with government and regulatory bodies, contributing expert input to shape evolving financial law and compliance requirements.
Technology and tool ecosystem — lead the evaluation, procurement, and implementation of next-generation financial analysis, BI, and data infrastructure at organizational scale.
Organizational integrity and accountability culture — model and institutionalize the highest standards of dependability, ethical conduct, and attention to detail across all analytical and client-facing functions.

Program Details

Detailed information about this program

No detailed information available.

Requirements

What you need to earn this credential

No requirements listed.

Financial Aid

Eligible funding programs

No funding information available.

Scholarships

No scholarships listed.