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Financial Services & Wealth Management

According to the Bureau of Labor Statistics: 

Job growth for financial analysts is projected to grow by 6% through 2028, with increases being driven by the growing range of financial products and the need for in-depth knowledge of geographic regions. The median annual salary of financial analysts is about $85,000.

Job growth for financial advisors is projected to grow by 7% through 2028, with the increases being driven by a higher projected demand for financial planning services as ages and life expectancies rise. The median annual salary of financial advisors is about $87,000.

Job growth for securities and financial sales agents is projected to grow by 4% through 2028, with the increases being driven by more demand in investment banking and retirement services. The median annual salary of financial advisors is about $62,000.

The credentials below prepare students to earn industry-recognized certifications and designations that are can help career-changers enter these fields or help those already in the sector advance professionally.  

 

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Securities Industry Essentials (SIE) Training Course 
This course prepares you for the FINRA® Security Industry Essentials (SIE) exam, an introductory-level exam for anyone seeking to earn their first securities license. This flexible online course is ideal for those seeking to enter the securities industry and earn additional security licenses. 

COST OF TRAINING COURSE: $169 + $78 (optional materials) = $247
COST OF EXAM:  $60*
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Wealth Management Specialist (WSM) Designation 
This course provides a substantial overview of the most critical concepts in financial planning. This flexible, online course provides a solid foundation for the CFP® certification prep course and is ideal for entry-level employees, sales assistants and support staff, and career changers interested in wealth management. 

COST: $509
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Financial Paraplanner Qualified Professional™ (FPQP™)  
This flexible, online program prepares you to earn the Financial Paraplanner Qualified Professional™ (FPQP™) designation. The program covers the main facets of personal financial planning and is an excellent starting point for those new to the field. It is also ideal for those in support roles and career changers who are interested in financial planning.

COST: $1,105
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*exam fees are subject to change based on organizations who administer exam and award certification; exam fees are typically paid directly to the organizations administering the exam.  
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