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Personal Financial Advisors

Typical job duties performed with this occupation include:

TASK DUTIES
Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
Answer clients' questions about the purposes and details of financial plans and strategies.
Devise debt liquidation plans that include payoff priorities and timelines.
Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
Implement financial planning recommendations or refer clients to someone who can assist them with plan implementation.
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*Note: Not all occupations will have a full list of Task Duties or associated programs

Training for this occupational program or those in a similar family of programs can be located at the following postsecondary institutions in the State of Kansas. Please check with a program advisor at the postsecondary institution for more information on the particular focus of each program listed. Programs nearest the local area appear first. Click on the program to find more information.

INSTITUTION NAME CITY INSTITUTION TYPE PROGRAM TITLE AWARDS HOURS
University of Kansas Lawrence Public FINANCE Bachelor Degree - BSB 120
Washburn University Topeka Public FINANCE Bachelor Degree - BBA 124
Emporia State University Emporia Public FINANCE Bachelor Degree - BSB 124
Kansas State University Manhattan Public INTEGRATED INVESTMENT MANAGEMENT Postsecondary award/certificate/diploma(< 1 academic year) - CERT 15
Kansas State University Manhattan Public PERSONAL FINANCIAL PLANNING Bachelor Degree - BS 120
Kansas State University Manhattan Public FINANCE, GENERAL Bachelor Degree - BS 126
Pittsburg State University Pittsburg Public FINANCE Bachelor Degree - BBA 124
Labette Community College Parsons Public FINANCIAL SERVICES (VOC. APP.) Associate Degree - AAS 60
Wichita State University Wichita Public FINANCE Bachelor Degree - BBA 120
Barton Community College Great Bend Public QUALIFIED 401K ADMINISTRATOR Less Than One-year Technical Certificate - CCOMP 10
Barton Community College Great Bend Public TAX EXEMPT ADMINISTRATOR Less Than One-year Technical Certificate - CCOMP 9
Barton Community College Great Bend Public RETIREMENT PLAN FUNDAMENTALS Less Than One-year Technical Certificate - CCOMP 4
Fort Hays State University Hays Public FINANCE Bachelor Degree - BBA 124
Grantham University Lenexa Private BUSINESS ADMINISTRATION - FINANCIAL PLANNING Bachelor of Business Administration - BBA 0
Webster University Kansas City Private FINANCE Master of Arts - MA 0
National American University - Garden City Garden City Private BUSINESS ADMINISTRATION EMPH FINANCIAL MANAGEMENT Bachelor of Science - BS 0