Finance - Personal Financial Planning | Commonwealth University of Pennsylvania

Skills & Competencies

Skills developed through this program

Auto-populatedfrom O*NET via SOC 13-2051.00

Skills

Active ListeningReading ComprehensionSpeakingCritical ThinkingWritingJudgment and Decision MakingComplex Problem SolvingActive Learning

Knowledge

English LanguageCustomer and Personal ServiceMathematicsAdministration and ManagementComputers and Electronics

Tasks

Collect fees, commissions, or other payments, according to contract terms.
Send samples of clients' work and other promotional material to potential employers to obtain auditi
Keep informed of industry trends and deals.

Technology

Accounting softwareHuman resources softwareFinancial analysis softwareBusiness intelligence and data analysis softwareAnalytical or scientific software

Tools

10-key calculatorsComputer data input scannersDesktop computersLaptop computersLaser facsimile machinesMulti-line telephone systemsNotebook computersPersonal computersPhotocopying equipmentTablet computers

Career Pathways

Occupations this program prepares you for

Auto-populatedfrom O*NET + BLS

Occupations matched to this program, with median wage, top wage, growth, and openings
SOC	Occupation	Method	Wage	Growth	Openings
Match confidence: high13-2051.00	Financial and Investment Analysts	title_inference	$101,350 median$180,550 top	+5.73%	2,110

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: proficient (Level 3)(based on Bachelor's Degree)

Full-scope investment analyses — execute independently across equity, fixed income, and alternative asset classes, integrating complex financial models with macroeconomic context.
Non-routine valuation challenges — resolve through advanced analytical and scientific software techniques, drawing on inductive and deductive reasoning without supervisory guidance.
Client promotional materials and investment proposals — craft persuasive, polished written and visual content that effectively positions strategies to sophisticated institutional audiences.
Fee negotiation and contract management — lead discussions with clients and counterparties to structure commission and payment terms that align organizational and client interests.
Candidate or counterparty evaluation — design and conduct rigorous assessment interviews, synthesizing qualitative and quantitative signals to make high-confidence selection decisions.
Sector and market intelligence — develop and maintain a continuously updated knowledge base of industry trends, M&A activity, and competitive dynamics to inform portfolio strategy.
Cross-functional financial problem solving — integrate information from accounting, legal, technology, and operations domains to address multifaceted investment challenges autonomously.
Risk and judgment frameworks — apply disciplined, evidence-based decision-making processes to assess portfolio risk, validate assumptions, and recommend actionable strategies.
Regulatory compliance and governance — ensure all analytical work, client communications, and reporting adhere fully to applicable legal, government, and administrative standards.
Advanced data and BI platforms — leverage database management, business intelligence, and analytical software to generate proprietary insights that drive competitive advantage.

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.