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(original will be on file in Curriculum Services) Form 1, Page 1
CURRICULUM PROPOSAL REVIEW FORM
Proposal Title: ____Financial Services A.S. Degree Modification
Proposal Originator(s): ____Melissa Chandler__________ Date: ___May 5, 2005___
Campus: ______Open___________________ Phone Number: __633-8114___________
I have reviewed the attached curriculum proposal and I:
DO NOT SUPPORT WITH
SUPPORT SUPPORT CONDITIONS
□ □ □
_________________________ / ________
I. *Campus President Date
CONDITIONS/COMMENTS:
____________________________ / ________ □ □ □
II. *Appropriate Associate Vice President Date
CONDITIONS/COMMENTS:
_______________________ / ________ □ □ □
III. Chair, Curriculum Committee Date
CONDITIONS/COMMENTS:
________________________________ _________________ Approval: □ YES □ NO
IV. Executive Vice President For Instruction Date
And Student Services
CONDITIONS/COMMENTS:
*Above signatures are required, with the exception of EVP, before submission for review by curriculum committee.
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Tracking #: ___2005-34_____________ Form 1, Page 2
CURRICULUM ACTION INFORMATION
1. Curriculum action(s) proposed: Check all items below that apply to this proposal.
PART A PART B
___ *New Program College Credit
_X_ Program Modification _X_ Associate in Science
___ Associate in Applied Science
___ Program Inactivation ___ Associate in Science Transfer Option
___ Associate in Arts
___ Program Reactivation ___Technical Certificate
___ Applied Technology Diploma
___ New Course(s) ___ College Preparatory
___ Course Modification(s) Non-College Credit
___ Course Inactivation(s) ___ Workforce Credit Certificate
___ High School Credit
___ Course Reactivation(s) ___ Other (Specify: ________________)
___ Internal Articulation Agreement College Credit or Non-College Credit
_X_ General Education Requirement ___ Applied Technology Diploma (ATD)
(the following information must be College __ Non-College __
completed)
General Education Requirement -- Prerequisite to upper division program,
_ X_ ____
YES NO University of North Florida
Institution Name
2. Identify the effective semester for implementation: ______Summer Term, 2005_____. This term
should be a future term that would not effect current students negatively. All actions in this package will be
effective during the term indicated, unless otherwise reflected. Example: Fall Term, 2006
3. Proposal Actions.
a. Program Information, if applicable (list title, program code, degree, state CIP code and summary of the
changes to program).
Financial Services (Financial Planning Associate) (2137) CIP: 1206030100.
2137 – AS Degree is being modified so that graduating students may articulate into the Bachelor of
Business Administration with a major in Financial Services with junior level standing at the University of
North Florida as indicated in the articulation agreement between FCCJ and UNF.
*See Program Development handbook located at http://www1.fccj.org/program_development/to find out other
information that must completed prior to curriculum submission for all new programs.
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Form 1, Page 3
b. Course Information (if applicable) (list prefix, number and title, credit hours and contact hours, fee if
non-credit course.
N /A
New Courses:
COURSE PREFIX CREDIT CONTACT
AND NUMBER COURSE TITLE HOURS HOURS
=============== ======================================= ======= =======
N/A
Course Modifications:
Course Inactivations:
4. Should this course be offered in a distance learning or other unique instructional format. (please specify which
format)? Why or why not?
Courses may be offered in a live classroom format or via distance learning.
5. Include appropriate background information. The following questions are information to include in your
response. Is this a state requirement? What is the requirement and why must we implement it? Has history
shown students need this course/program for some reason? Will this meet some specific workforce, university
transfer or student success need? Are there partners, grant requirements, faculty collaborations or other
reasons leading to the development of this course/program?
One of the fastest growing industries in the United States is financial planning. Opportunities in financial services
are especially good, as Jacksonville is a hub of financial activity. Financial institutions such as banks, insurance
companies, credit unions, brokerage houses, investment advisors and financial planners are looking for qualified and
motivated degree students to enter their training programs. The AS degree is articulated with UNF.
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Form 1, Page 4
6. Write a rationale/need for the above action(s). This response should address the following questions. Is there
a need for this course/program in our service district? How will this impact student success for upper division
instruction or job placement? If the College already has a similar course/program, why are we developing this
program/course and what are the differences between the programs and courses? How many students and
what businesses or transfer institutions will benefit? Does this course/program support a College goal or
initiative?
This program supports the following College goals: (1) prepare students for distinctive success in the global
information age and (2) respond quickly and effectively to the human resource needs of employers. This degree
will help prepare students for entry and advancement to higher level jobs in the financial services field.
7. Programs, articulated agreements, or courses affected by this proposal:
a. Identify other existing programs of study or courses that this proposal will affect, and explain how
they will be affected. (Program title, program code, required or elective)
No other programs affected.
b. If there are existing internal or external (inter-institutional) articulation agreements that will be
impacted by this proposal request, please contact as appropriate:
Courses intended for transfer and External Upper division articulations (2+2): Lynne Crosby,
lcrosby@fccj.edu : 632-5066
Internal articulations(i.e. workforce credit certificate programs to a college credit
program): Deborah Morris, dmorris@fccj.edu : 633-5909
Tech Prep (High School) articulations: Debbie Berbig, dberbig@fccj.edu: 632-3277.
8. Fiscal Notes: This response must include specific information on the financial impact to students and the
institution. This section should be concise, unless there are special circumstances related to the
course/program. This section should address the following questions. Will there be unusual costs to students?
Are faculty salaries to teach course/program higher or lower than standard rates? Will additional staff or
faculty be required and if so, what are the costs to the institution? Will the institution have to purchase
additional equipment, supplies, software, and/or materials not currently owned by the college? Are there grant
or business partnerships that will provide funds to establish the course/program? Will business partnerships
cover the course/program costs?
There will be no unusual or extraordinary financial impact to the students or FCCJ. Faculty salaries will conform to
established pay standards currently used. There will be no need to purchase equipment or materials.
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Form 1, Page 5
9. Financial Information:
Special fees: (Specify course prefix and number, amount per student, type of fee, justification, and
estimated annual academic enrollment. Please be aware the fee must be uniquely related to this course only
and the amount charged must not exceed the cost to the College. Contact Finance if you have any questions.)
The tuition charged for the course in this degree will follow tuition rates in the current catalog. There are no
special fees involved.
Budget number: ____112233________ Department: _Institute for Financial Studies__
10. If you selected this course as a General Education Requirement, you must identify which category below.
The course outline, next to course topic must identify the goal number the course topic addresses (a
package with the selection criteria will be provided by Curriculum Services).
(Place an "X" next to category).
COURSE AREA CATEGORY
Category I. -- Communications A __ B __ C __
Category II. -- Humanities A __ B __
Category III. -- Mathematics __
Category IV. -- Natural Sciences A __ B __
Category V. -- Social Environment A __ B __ C __
11. Evaluation: This response requests specific information on how you will assess the effectiveness of the
course/program as it benefits students and the college. This section is also concise but should address the
following: credit transfer course: review of student enrollment, completion and grades, as well as students
ability to move to higher level courses if applicable; credit or non-credit workforce: review of student
enrollment, completion, job placement, as well as business involvement in development, revision and evaluation
of the course/program and student success; and, adult education courses should include the same information
as credit transfer courses but should also include job placement analysis.
The measures of effectiveness for these programs will be determined by:
1. degree completions
2. number of enrollments
3. client and student satisfaction
4. number of AS degree completers who also complete their BBA at UNF.
The benefit to the students will be a locally available degree meeting the need of local industry.
The AS degree is designed for immediate transfer to UNF.
12. Do you feel that this proposal will have any special impact on the recruitment and retention of disadvantaged
students? If so, please explain. No.
13. Answer the following (if appropriate).
Earn credit how many times: ___
Gordon Rule course: ____ ____ Number of words: ______________
yes no (if yes, please answer)
Grading Method or any special instructions: ________________________________
(Include in package as appropriate: program layout for college catalog-see recent catalog for format, course outline(s) in
appropriate format & OCP information if appropriate.) You may request this from the Curriculum office. E-mail package to
KPOPE@FCCJ.EDU. If you have any questions, please call 632-3292. The curriculum services office is located at
MCCS/367. Our fax number is 633-8280.
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Financial Services
(Financial Planning Associate) 2137
Associate in Science
The Financial Planning Associate program will enable you to embark upon a profitable and rewarding career in
financial services. One of the fastest growing industries in the U.S. is financial planning. This field is particularly
strong in Jacksonville where many large financial services companies are located. Banks, insurance companies,
credit unions, brokerage firms, investment advisors and financial planners are looking for qualified and motivated
degree students. You have three two options upon graduation from our program: seek employment as a paraplanner
or in another financial services capacity; pursue the CERTIFIED FINANCIAL PLANNER™ Certification Education
Program; or continue on to earn a bachelor’s degree in Financial Planning at the University of North Florida, which
accepts our program credits.
For more information call (904) 632-5064.
Course Number and Title Credits
General Education
ENC 1101 English Composition I 3
ENC 1102 English Composition II: Writing
About Non-Fiction Prose 3
or LIT 2000 Introduction to Literature (Fiction) 3
**Communication 3
*Humanities 6
MAC 1105 College Algebra 3
**Laboratory Science 4
**Non-Lab Science 3
ECO 2013 Principles of Economics I 3
Credit Hours 25 <change to: 28
Required Professional Courses
ACG 2021 Financial Accounting 4
ACG 2071 Managerial Accounting 3
CGS 1100 Microcomputer Applications for
Business and Economics 4
CGS 2512 Spreadsheet Concepts and Practices 3
ECO 2023 Principles of Economics II 3
FIN 1122 Fundamentals of Financial Planning 3
FIN 1943 Internship 3
FIN 2123 Investment Planning, Retirement Planning
and Employee Benefits 3
MAC 2233 Calculus for Business and Social Sciences 3
RMI 1521 Principles of Insurance (INS-21) 3
STA 2023 Elementary Statistics 3
Credit Hours 35 <change to: 32
Total Credit Hours 60
*Refer to A.S. degree General Education Requirements.
**Communications — Any Gordon Rule Communications (2,000 words);
*Any Gordon Rule Humanities (7,000 words)
** (Astronomy, Biology, Chemistry, Earth Science or Physics).
NOTE: The associate in science degree program is intended primarily for students who desire to transfer to
a four-year university. Students who are primarily interested in preparation for employment upon graduation
should consider the associate in applied science program in Financial Services (A137).
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