Classification of Instructional Programs 2020Standard Occupational Classification 2018
CIP 2020 52.0804 to SOC 2018
Crosswalk mapping from CIP 2020 52.0804 "Financial Planning and Services" to SOC 2018. 4 official equivalences.
CIP 2020 52.0804 in SOC 2018
Each entry is an official equivalence edge. Click to see the full SOC 2018 definition, hierarchy, and its own crosswalks.
- 13-2052broadPersonal Financial Advisors
- 13-2071broadCredit Counselors
- 25-1011broadBusiness Teachers, Postsecondary
- 41-3031broadSecurities, Commodities, and Financial Services Sales Agents
Reverse direction: SOC 2018 to CIP 2020
About CIP 2020 52.0804
52.0804 Financial Planning and ServicesA 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.