67 credential programs ladder toward this occupation. Median wage on completion: $102,140 · projected growth +9.6%. See full occupation profile →
Micro-Credential
Advanced Cellular Imaging
National Institutes of Health (NIH)
Certification
Advanced Retirement Planning Certificate
The American College
$2,050 cost
Design comprehensive retirement income plans accounting for longevity risk, healthcare costs and evolving life stagesEvaluate psychological, physical and financial dimensions of aging in client decision-makingAssess and compare income-generating strategies using annuities, equities, fixed income and alternative investmentsIntegrate Social Security, tax planning and housing wealth into client-specific retirement income plansCommunicate complex retirement strategies with empathy, clarity and ethical consideration
Bachelor's Degree
B.A. in Finance
Anderson University (IN)
Bachelor's Degree
B.A. in Financial Services
Bethel University (IN)
Bachelor's Degree
B.S. in Finance
Marian University (IN)
Bachelor's Degree
BANKING AND FINANCE
Alabama State University
AL
Bachelor's Degree
BANKING AND FINANCE
University of Alabama in Huntsville
AL
Micro-Credential
Biomedical Image Analysis
National Institutes of Health (NIH)
Micro-Credential
Biomedical Signal Processing
National Institutes of Health (NIH)
Bachelor's Degree
Business - Financial Economics
Anderson University (SC)
Master's Degree
CONSUMER SCIENCES
University of Alabama
Bachelor's Degree
CONSUMER SCIENCES
University of Alabama
Course
CTE Lab in Finance
Career and Technical Education, Alabama State Department of Education (ALSDE)
AL
Demonstrate expertise in a specific occupation within the Finance ClusterConduct investigative research on a selected topic related to finance using approved research methodology, interpret finDemonstrate higher order critical thinking and reasoning skills appropriate for a career in financeApply enhanced leadership and professional skills needed in a career in finance
Course
Career Pathway Project in Finance
Career and Technical Education, Alabama State Department of Education (ALSDE)
AL
Create a formal, narrative proposal that communicates a specific concept, creates a processConduct independent research related to the Finance career pathway projectWrite a detailed report on the chosen career pathway project, following established conventions for format, grammarProduce an original multimedia presentation based upon career pathway project research and resultsDesign and create a project portfolio that documents all components of the career pathway project
Certification
Certified Trust and Fiduciary Advisor (CTFA)
American Bankers Association
Knowledge of fiduciary principles, standards and responsibilities including the prudent investor ruleIdentify and interpret duties related to legal entity structures used to hold assetsDevelop financial plans including goals, risk tolerance, cash flow analysis and insurance needsIdentify and interpret types of ownership interests including joint tenancy, community property and beneficiary designationsEducate clients on estate planning including gifting techniques, transfer tax planning and business successionConsult and implement retirement strategies including IRAs, qualified plans and Social Security
Certification
Chartered Retirement Planning Counselor (CRPC)
College for Financial Planning
Maximize client experience during the retirement planning processApply investment principles and strategies for retirement portfoliosKnowledge of Social Security, military, and government retirement benefitsIdentify additional income sources to bridge retirement income gapsNavigate health care options in retirementManage the emotional and financial transition to retirement
Micro-Credential
Clinical Laboratory Techniques
National Institutes of Health (NIH)
Bachelor's Degree
Consumer Sciences, BS
University of Alabama
AL
Micro-Credential
Corporate Finance Essentials
IESE Business School
Doctoral Research
D.B.A. in Finance
Anderson University (IN)
Bachelor's Degree
ECONOMICS AND FINANCE
University of South Alabama
AL
Certificate
Estate Planning and Taxation Certificate
The American College
$2,050 cost
Knowledge of gift, estate and generation-skipping transfer tax law and computation processesKnowledge of income tax concepts, calculations and research methodsMaximise charitable transfers to facilitate business succession planning objectivesKnowledge of family limited partnerships and limited liability companiesApply discounting techniques to sales and gifts of business interests
Bachelor's Degree
FINANCE
Bethany College (WV)
Master's Degree
FINANCE
University of Alabama
Bachelor's Degree
FINANCE
Auburn University at Montgomery
AL
Doctoral Research
FINANCE
University of Alabama
Bachelor's Degree
FINANCE
Alabama A&M University
Bachelor's Degree
FINANCE
University of North Alabama
AL
Bachelor's Degree
FINANCE
University of Montevallo
AL
Bachelor's Degree
FINANCE
Jacksonville State University
AL
Bachelor's Degree
FINANCE
University of Alabama at Birmingham
AL
Bachelor's Degree
FINANCE
University of Alabama
Bachelor's Degree
FINANCE
Auburn University
AL
Bachelor's Degree
Finance
Auburn University at Montgomery
AL
Bachelor's Degree
Finance
Colorado Technical University-Colorado Springs
Bachelor's Degree
Finance
University of West Florida
Bachelor's Degree
Finance
Auburn University
AL
Bachelor's Degree
Finance
University of West Alabama
AL
Bachelor's Degree
Finance
Jacksonville State University
AL
Master's Degree
Finance
Auburn University
AL
Short-Term Certificate
Finance
Taft University System
Bachelor's Degree
Finance
Alabama A&M University
AL
Bachelor's Degree
Finance (BSBA)
University of Alabama in Huntsville
AL
Master's Degree
Finance and Risk Management
University of Colorado Denver
Master's Degree
Finance — MS
Auburn University
AL
Bachelor's Degree
Finance, BS
University of Alabama at Birmingham
AL
Bachelor's Degree
Finance, BS
University of Alabama
AL
Bachelor's Degree
Financial Planning
Colorado Technical University-Colorado Springs
Certificate
Financial Planning
Auburn University
AL
Associate's Degree
Financial Services
Berkeley College-Woodland Park
Bachelor's Degree
Financial Services
Berkeley College-Woodland Park
Course
Fundamentals of Financial Management
Career and Technical Education, Alabama State Department of Education (ALSDE)
AL
Analyze and interpret financial data pertaining to cost-benefit analysis of a business decisionExplain financial management as it relates to income, savings, and investment opportunitiesDescribe how a financial business benefits from the organizing management functionExplain how managers use financial informationEvaluate risk management options available to consumers and entrepreneurs for protection against financial lossAnalyze the risks, interest rate returns, and liquidity of various types of savings and investments
Course
Global Financial Markets
Career and Technical Education, Alabama State Department of Education (ALSDE)
AL
Research and present findings on cultural challenges and diversity issues that impact global business relationsGather and share information about the nature and scope of financial globalization since World War IIResearch and share information about the global financial settings in which businesses operateExplain concepts of global trade and investmentsExplain the importance of global financial marketsResearch and present information on the effects of world events on global financial markets
Course
Insurance I
Career and Technical Education, Alabama State Department of Education (ALSDE)
AL
Research and share reasons for obtaining life and health insurance, including disability, cancerSummarize and share the differences between life and health insuranceExplain the financial impact of health care costs on individualsInvestigate and share information on the history of both private and governmental health insurance in AlabamaExplain the purposes of both short-term and long-term disability insuranceCalculate the cost of healthcare coverage, including the cost of premiums and copayments, deductibles
Course
Insurance I: Life and Health
Career and Technical Education, Alabama State Department of Education (ALSDE)
AL
Research and share reasons for obtaining life and health insurance, including disability, life, cancerSummarize and share the differences between life and health insuranceExplain the financial impact of health care costs on individualsInvestigate and share information on the history of both private and governmental health insurance in AlabamaExplain the purposes of both short-term and long-term disability insuranceCalculate the cost of healthcare coverage, including the cost of premiums and copayments, deductibles
Course
Insurance I: Property and Casualty
Career and Technical Education, Alabama State Department of Education (ALSDE)
AL
Interpret information presented in the sections of the declaration page on personal auto policiesGather and share information on how auto insurance works and the importance of obtaining and maintaining auto insuranceSummarize the physical damage components of comprehensive and collision insuranceCompare and contrast insurance limits when determining the amount of coverage for comprehensiveExplain the purpose, provisions, and importance of uninsured and underinsured motorist insuranceResearch and share information on personal automobile policy liability coverage related to bodily injury
Course
Insurance II
Career and Technical Education, Alabama State Department of Education (ALSDE)
AL
Analyze the risk posed by potential clients in order to make insurance approval/denial decisions and set policy pricesSummarize the different types of commercial liability exposureExplain the coverages of commercial liability insurance, including Coverage A (bodily injury and property damage)Explain the factors used in rating the general liability of the businessResearch and share information on procedures an insurance agent follows to file a commercial property claimDescribe the legal contract obligation of an insurance policy
Course
Insurance II: Claims and Underwriting Operations
Career and Technical Education, Alabama State Department of Education (ALSDE)
AL
Analyze the risk posed by potential clients in order to make insurance approval/denial decisions and set policy pricesDevelop a compliance program to protect a company’s financial well-beingInterpret provisions of insurance contractsEvaluate information acquired from claimants to simulate the process of settling insurance claimsUtilize information technology tools to simulate the underwriting of an insurance policyPrepare documentation to support insurance underwriting
Course
Insurance II: Risk Management and Commercial Insurance
Career and Technical Education, Alabama State Department of Education (ALSDE)
AL
Explain the purpose of commercial property insuranceList the advantages and disadvantages of purchasing property insurance to protect company assets from loss due to fireDemonstrate ways an insurance agent helps a business protect its financial well-beingDescribe the factors used in rating the value of business property, including building construction and usage, sizeSummarize the different types of commercial liability exposureExplain the coverages of commercial liability insurance, including Coverage A (bodily injury and property damage)
Micro-Credential
Introduction to Financial Markets
Indian School of Business