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CIP 2010

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.

Action: No Substantive Changes

CIP Title or Definition Changed
CIP 2000 CIP 2010
Code Title Action Code Title
52.0804 Financial Planning and Services. No substantive changes 52.0804 Financial Planning and Services.
Illustrative Examples
  • None available