Variant of CIP 2000 - NGS University-level Historical Groupings

• 1 - Commerce, Management and Public Administration
• 11 - Commerce, Management and Public Administration
• 52.08 - Finance and Financial Management Services

52.0804 - Financial Planning and Services

This instructional program class comprises any program that prepares individuals to plan and manage the financial interests and growth of individuals and institutions. These programs include courses in portfolio management, investment management, estate planning, insurance, tax planning, strategic investing and planning, financial consulting services, and client relations.

• Example Program Names:

  • Certified financial planner
  • Financial planning
  • Financial services
  • Financial services management
  • Personal financial planner
  • Professional financial planner

• Exclusion

  • Urban planning(04.0301)
  • Finance(52.0801)
  • Financial investments(52.0807)
  • Life insurance(52.1701)