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My LER
My LER
  1. Programs
  3. PERSONAL FINANCIAL PLANNING

PERSONAL FINANCIAL PLANNING

Kansas State University

Post-Baccalaureate Certificate

Become a contributor for free to openly demonstrate student outcomes, industry alignment & eligibility criteria.

No description available.

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Program Pathways

Credentials this program stacks toward

No program pathways.

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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.

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Locations

Where this program is offered

  • Manhattan, Kansas

    919 Mid-Campus Drive, Anderson Hall, Manhattan, Kansas, 66506

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Related Programs

Programs related to this one

No related programs.

Skills & Competencies

Skills developed through this program

Auto-populated·from 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-populated·from O*NET + BLS
Occupations matched to this program, with median wage, top wage, growth, and openings
SOCOccupationMethodWageGrowthOpenings
Match confidence: high13-2051.00Financial and Investment Analyststitle_inference$101,350 median$180,550 top+5.73%2,110
What You'll Learn

Key competencies developed through this program

Auto-populated·from NSX Competency Framework

Mastery: proficient (Level 3)(based on Post-Baccalaureate Certificate)

  • Full-scope investment analyses — execute independently across equity, fixed income, and alternative asset classes, integrating complex financial models with macroeconomic context.
  • Non-routine valuation challenges — resolve through advanced analytical and scientific software techniques, drawing on inductive and deductive reasoning without supervisory guidance.
  • Client promotional materials and investment proposals — craft persuasive, polished written and visual content that effectively positions strategies to sophisticated institutional audiences.
  • Fee negotiation and contract management — lead discussions with clients and counterparties to structure commission and payment terms that align organizational and client interests.
  • Candidate or counterparty evaluation — design and conduct rigorous assessment interviews, synthesizing qualitative and quantitative signals to make high-confidence selection decisions.
  • Sector and market intelligence — develop and maintain a continuously updated knowledge base of industry trends, M&A activity, and competitive dynamics to inform portfolio strategy.
  • Cross-functional financial problem solving — integrate information from accounting, legal, technology, and operations domains to address multifaceted investment challenges autonomously.
  • Risk and judgment frameworks — apply disciplined, evidence-based decision-making processes to assess portfolio risk, validate assumptions, and recommend actionable strategies.
  • Regulatory compliance and governance — ensure all analytical work, client communications, and reporting adhere fully to applicable legal, government, and administrative standards.
  • Advanced data and BI platforms — leverage database management, business intelligence, and analytical software to generate proprietary insights that drive competitive advantage.

Some details on this page are auto-populated from public workforce data sources: O*NET (opens in new tab), BLS (opens in new tab), College Scorecard (opens in new tab), DOL Training Provider Results (opens in new tab), NSX (opens in new tab). Provided in partnership with LER.me Career Intelligence.

Student Outcomes

Performance metrics for this program

Completion Rate
Not reported
Placement Rate
Not reported