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Financial and Investment Planning
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What are the salary expectations?
Median salary
$71,000
Median annual salary based on certification and degree program completion.
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Find the career in Financial and Investment Planning thats right for you
Perform duties related to the purchase, sale or holding of securities. Duties include writing orders for stock purchases or sales, computing transfer taxes, verifying stock transactions, accepting and delivering securities, tracking stock price fluctuations, computing equity, distributing dividends, and keeping records of daily transactions and holdings.
Buy or sell energy products on the behalf of residential or commercial customers or utilities. Negotiate and oversee contracts for energy sales.
Construction - Sustainable Construction: Sustainable Design
Certificate of Achievement
Plan, direct, or coordinate investment strategy or operations for a large pool of liquid assets supplied by institutional investors or individual investors.
Manage communications or negotiations between corporate issuers of securities and clients regarding private equity investments. Underwrite the issuance of securities to provide capital for client growth. Negotiate and structure the terms of mergers or acquisitions.
Provide guidance to prospective loan applicants who have problems qualifying for traditional loans. Guidance may include determining the best type of loan and explaining loan requirements or restrictions.
Business Administration: Banking And Finance
Certificate of Achievement
Advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives.
Analyze and manage risk management issues by identifying, measuring, and making decisions on operational or enterprise risks for an organization.
Sell financial services, such as loan, tax, and securities counseling to customers of financial institutions and business establishments.
Buy and sell securities in investment and trading firms and develop and implement financial plans for individuals, businesses, and organizations.
Buy and sell securities and commodities to transfer debt, capital, or risk. Establish and negotiate unit prices and terms of sale.
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