Detail for CIP Code 52.0804

Title: Financial Planning and Services.

Definition: A program that prepares individuals to plan and manage the financial interests and growth of individuals and institutions. Includes instruction in portfolio management, investment management, estate planning, insurance, tax planning, strategic investing and planning, financial consulting services, and client relations. See also: 19.0401) Family Resource Management Studies, General.

Action: No Substantive Changes

Crosswalk

Help

Crosswalk

The crosswalk shows the CIP code number and title in the previous version and the current version of the CIP.

• New CIP codes will only be listed in the right-hand columns.
• Moved CIP codes will have different numbers in the left- and right-hand columns.
• Deleted CIP codes will show as Deleted in the right-hand column.

CIP Title or Definition Changed

CIP 2010		CIP 2020
Code	Title	Action		Code	Title
52.0804	Financial Planning and Services.			52.0804	Financial Planning and Services.