Finance

Snead State Community College

CertificateNon-degree

Finance Certificate prepares students for careers in finance, banking, and financial services. Coursework includes accounting, business statistics, financial management, and investments.

Credits

30 credits

Format

In-Person

Eligibility Calculator

Which aid programs apply to this program?

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Program Pathways

Credentials this program stacks toward

No program pathways.

Program Requirements

Courses required to complete this program

ACT 249Payroll Accounting

3 cr

BUS 100Introduction to Business

3 cr

BUS 146Personal Finance

3 cr

BUS 175Retailing

3 cr

BUS 241Principles of Accounting I

3 cr

BUS 242Principles of Accounting II

3 cr

ENG 101English Composition I

3 cr

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.

Finance

Snead State Community College

CertificateNon-degree

Finance Certificate prepares students for careers in finance, banking, and financial services. Coursework includes accounting, business statistics, financial management, and investments.

Credits

30 credits

Format

In-Person

Eligibility Calculator

Which aid programs apply to this program?

Record Quality Eligibility Calculators

Skills & Competencies

Skills developed through this program

Auto-populatedfrom O*NET via SOC 13-2052.00

Skills

Reading ComprehensionActive ListeningSpeakingWritingCritical ThinkingService OrientationComplex Problem SolvingMathematicsActive Learning

Knowledge

Customer and Personal ServiceEnglish LanguageMathematicsEconomics and AccountingPsychologyAdministrativeEducation and Training

Abilities

Oral ComprehensionWritten ComprehensionOral ExpressionInductive ReasoningWritten ExpressionDeductive ReasoningNear VisionProblem SensitivitySpeech ClarityNumber FacilityInformation OrderingSpeech Recognition

Tasks

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.
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.

Technology

Financial analysis softwareCustomer relationship management CRM softwareWord processing softwareDocument management softwareCompliance softwareNetwork conferencing softwareData base user interface and query softwareElectronic mail softwareInformation retrieval or search software

Tools

10-key calculatorsDesktop computersNotebook computersPersonal computersPersonal digital assistants PDATablet computersFinancial calculatorsInkjet printersLaptop computersLaser facsimile machinesLaser printersMulti-line telephone systems

Work Values

IndependenceAchievementWorking ConditionsRecognitionRelationshipsSupport

Career Pathways

Occupations this program prepares you for

Program Pathways

Credentials this program stacks toward

No program pathways.

What You'll Learn

Key competencies developed through this program

Auto-populatedfrom NSX Competency Framework

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

Client financial profiles — analyze independently to identify gaps in insurance coverage, savings rates, and investment allocation within a team-based advisory practice.
Financial planning strategies — develop and present tailored cash management and investment recommendations to clients with moderate financial complexity.
Client portfolio accounts — review on a scheduled basis to assess performance against stated goals and flag needed adjustments with limited oversight.
Life-event changes — evaluate their impact on existing client financial plans and initiate appropriate plan revisions in a timely manner.
Financial analysis software — utilize to model scenario projections including retirement income estimates, college savings trajectories, and debt payoff timelines.
Written financial plans — produce clear, organized documents that translate analytical findings into actionable client recommendations using standard firm templates.
Referral network — coordinate with tax professionals, estate attorneys, and insurance specialists to facilitate implementation of components outside direct advisory scope.
Client relationship management — maintain ongoing communication with an established book of clients using CRM software to track interactions and follow-up actions.
Regulatory and suitability standards — apply consistently when recommending specific financial products such as mutual funds or annuities to client segments.
Economic and market developments — monitor regularly and communicate their implications for client portfolios during scheduled review meetings.

Program Requirements

Courses required to complete this program

ACT 249Payroll Accounting

3 cr

BUS 100Introduction to Business

3 cr

BUS 146Personal Finance

3 cr

BUS 175Retailing

3 cr

BUS 241Principles of Accounting I

3 cr

BUS 242Principles of Accounting II

3 cr

ENG 101English Composition I

3 cr

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.

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.