Financial Planning - Cleary University

Financial Planning from Cleary University is a Campus Bachelor Finance degree that prepares you for a Business career. The BS in Financial Planning degree is designed to provide a formal education in areas of personal finance such as retirement planning, insurance and risk management, employee benefits planning , estate planning, income tax planning , and real estate finance. Recognizing that personal financial planners require mathematical, computer, accounting, analytical, and problem-solving skills, the core curriculum has been designed to include sufficient courses in quantitative analysis, accounting, logic, and problem solving. Personal financial analysts are also required to be detail-oriented, motivated to seek out information, make buy or sell recommendations, and be familiar with the workings of the economy and recent regulations. Courses in economics, ethics, marketing, and law are also part of the core curriculum. Communication courses in the program help students master their presentation and intercultural communication skills. Keeping in mind that students may work in large companies like Edward Jones or Merrill Lynch, students are also offered courses in management and team building. Career Benefits Personal financial planners or financial consultants use their knowledge of investments, estate planning, funding for college, and tax laws to recommend financial options to individuals and help them achieve their short-term and long-term goals. A personal financial advisor meets with the client and obtains information on the client's current financial situation and future financial goals. The financial planner then makes recommendations on saving and investing for retirement, funding for college, estate planning , insurance, and other investment options. The financial planner must take into consideration the client's risk and return preferences in making these recommendations. The financial plan of the client is reviewed and updated periodically. Some financial planners trade securities on behalf of their clients. Many financial advisors manage their client's financial portfolio. View more details on Cleary University . Ask your questions and apply online for this program or find other related Finance courses.