Financial Planning | University of Michigan-Dearborn

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: developing (Level 2)(based on Certificate)

Industry deal activity and sector trends — monitor consistently using business intelligence tools and synthesize findings into weekly briefings for portfolio teams.
Financial models — build and maintain multi-variable spreadsheet and financial analysis software models with limited oversight to support investment recommendations.
Client fee and commission collections — manage end-to-end billing processes according to contract terms, resolving routine discrepancies independently.
Investment research reports — produce well-reasoned, clearly written analyses that integrate quantitative data and qualitative judgment for internal distribution.
Potential client or counterparty assessments — conduct structured interviews and financial due-diligence reviews, evaluating creditworthiness and fit using established criteria.
Complex financial problems — apply critical thinking and inductive reasoning to diagnose issues in portfolio performance and propose practical solutions.
Presentation software and oral communication — develop and deliver clear, data-driven briefings to small groups of colleagues and clients in professional settings.
Accounting and economics principles — apply working knowledge of accrual accounting, valuation theory, and macroeconomic indicators to interpret financial statements.
Regulatory and legal requirements — interpret applicable laws, government guidelines, and compliance rules affecting investment strategies and client reporting.
Data integrity and analytical accuracy — verify model inputs and outputs with a high degree of attention to detail, catching errors before deliverables reach senior reviewers.

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.