CIP 52.0804: Financial Planning and Services

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.

Part of 52 Business, Management, Marketing, and Related Support Services 52.08 Finance and Financial Management Services

CIP 52.0804 links to 4 SOC 2018 occupations in the NCES and BLS crosswalk.

  • 4SOC 2018 occupations

CIP program page SOC to CIP

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Questions about this crosswalk

Which occupations match CIP 52.0804?

CIP 52.0804 links to 4 SOC 2018 occupations in the NCES and BLS crosswalk. The match list on this page links each occupation.

Does this crosswalk show where graduates work?

No. A CIP to SOC match describes occupations a graduate may enter. It does not report employment counts or a placement rate.

Official crosswalk: NCES and BLS, CIP 2020 to SOC 2018. NCES CIP 2020.