Median annual salary based on certification and degree program completion.
Why should you pursue a career in Financial and Investment Planning?
If you love to plan ahead, you might consider a career in Financial and Investment Planning. People with these jobs prepare investment strategies and give financial advice to individuals and businesses.
What kind of careers could you get in the field of Financial and Investment Planning?
Explore careers such as a personal financial advisor, an investment fund manager or a risk management specialist. Whatever your career goals, a California community college can help put you on the path to success.
Where Your Ambitions Meet Our Opportunities
No matter what you want to do with your life, higher education can help make it happen. At California community colleges, we help you turn your vision into reality.
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.
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.
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.