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  1. Programs
  3. Financial Planning

Financial Planning

University of Kentucky

CertificateCIP: 52.0804

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

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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

  • Lexington, Kentucky

    South Limestone, Lexington, Kentucky, 40506-0032

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Related Programs

Programs related to this one

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Skills & Competencies

Skills developed through this program

Auto-populated·from O*NET via SOC 41-3031.00

Skills

Active ListeningCritical ThinkingReading ComprehensionSpeakingActive LearningWritingService OrientationComplex Problem SolvingMonitoringJudgment and Decision MakingPersuasionInstructingLearning StrategiesMathematics

Knowledge

English LanguageMathematicsCustomer and Personal ServiceEconomics and AccountingEducation and TrainingSales and MarketingAdministration and ManagementAdministrativePsychology

Abilities

Oral ComprehensionOral ExpressionDeductive ReasoningWritten ComprehensionWritten ExpressionProblem SensitivityInductive ReasoningSpeech ClaritySpeech RecognitionNear VisionInformation OrderingNumber Facility

Tasks

  • Make bids or offers to buy or sell securities.
  • Monitor markets or positions.
  • Agree on buying or selling prices at optimal levels for clients.
  • Prepare and deliver lectures to undergraduate or graduate students on topics such as financial accou
  • Evaluate and grade students' class work, assignments, and papers.
  • Initiate, facilitate, and moderate classroom discussions.
  • Calculate clients' available monthly income to meet debt obligations.
  • Explain services or policies to clients, such as debt management program rules, advantages and disad
  • Create debt management plans, spending plans, or budgets to assist clients to meet financial goals.
  • Interview clients to determine their current income, expenses, insurance coverage, tax status, finan
  • Analyze financial information obtained from clients to determine strategies for meeting clients' fin
  • Answer clients' questions about the purposes and details of financial plans and strategies.

Technology

Financial analysis softwareCustomer relationship management CRM softwareWord processing softwareInformation retrieval or search softwareElectronic mail softwareDesktop communications softwareObject or component oriented development softwareTransaction server softwareComputer based training softwareCalendar and scheduling softwareNetwork conferencing softwareData base user interface and query softwareDocument management softwareCompliance software

Tools

10-key calculatorsComputer data input scannersDesktop computersLaptop computersLaser facsimile machinesMobile computing devicesMulti-line telephone systemsNotebook computersPersonal computersPhotocopying equipmentTablet computersCarousel slide projectorsCompact digital camerasCompact disk CD playersComputer laser printersComputer projectorsConference telephonesDigital calculatorsDigital video camerasDigital video disk DVD playersHandheld microphonesInteractive whiteboard controllersInteractive whiteboardsFinancial calculatorsInkjet printersLaser printersPersonal digital assistants PDA

Work Values

AchievementWorking ConditionsIndependenceRelationshipsRecognitionSupport
Career Pathways

Occupations this program prepares you for

  • Securities, Commodities, and Financial Services Sales Agents41-3031.00
  • Business Teachers, Postsecondary25-1011.00
  • Credit Counselors13-2071.00
  • Personal Financial Advisors13-2052.00
What You'll Learn

Key competencies developed through this program

Auto-populated·from NSX Competency Framework

Mastery: developing (Level 2)(based on Certificate)

  • Buy and sell orders — execute client-directed transactions across stocks, bonds, and foreign currencies with reduced oversight on an active trading desk.
  • Market conditions — monitor multiple asset classes simultaneously using financial analysis software and flag developing risks to the client portfolio.
  • Client interviews — conduct independent discovery sessions to assess financial objectives, cash flow, liabilities, and tax status with moderate complexity clients.
  • Negotiated pricing — agree on buying or selling prices at levels favorable to clients by applying current market knowledge and basic negotiation skills.
  • Trade confirmations and records — verify and reconcile transaction data in database systems to ensure accuracy and regulatory compliance after each trading session.
  • Sales presentations — prepare and deliver clear written and oral communications explaining investment options to retail or institutional clients using relevant financial data.
  • Position reporting — produce timely and complete reports of all trading positions and results for compliance and management review in a regulated brokerage environment.
  • Client relationship management — maintain ongoing client contact through electronic mail and CRM tools, proactively addressing routine account inquiries and service needs.
  • Risk signals — apply critical thinking to evaluate market indicators and identify emerging threats or opportunities affecting client portfolios in familiar asset classes.
  • Time-sensitive order processing — prioritize and complete multiple sales order tickets accurately under moderate time pressure on a fast-paced trading floor.

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

Auto-populated·from Scorecard + DOL
Completion Rate
52%
Placement Rate
47%