Virginia Highlands Community College
Personal Financial Advisors
Abingdon, USA
Bachelor's degree
DURATION
LANGUAGES
English
PACE
APPLICATION DEADLINE
EARLIEST START DATE
Sep 2026
STUDY FORMAT
On-Campus
Key Summary
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.
Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.
Manage client portfolios, keeping client plans up-to-date.
Implement financial planning recommendations or refer clients to someone who can assist them with plan implementation.
Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
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