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CIP 52.0804 · CLASSIFICATION 2020

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.

How to use this list

These institutions reported at least one first-major completion in this field in the connected reporting years ending 2025, 2024, 2023, 2022, 2021, 2020. This shows historical award activity, not a complete list of available programs or an assurance that a course is accepting applications.

Compare the degree level, curriculum, teaching language and costs on the institution’s current official website. Related subjects may use different CIP codes.

Learn how to research a field of study →

Sources: NCES CIP 2020 classification and C2023_A.zip, C2024_A.zip, C2025_A.zip, C2020_A.zip, C2021_A.zip, C2022_A.zip, C2024_A.zip.

Connected Financial Planning and Services award observations

Each row describes one ending year and award level for CIP 52.0804. Institution counts overlap across levels and years. Award counts are historical first-major awards, not unique people, available places, programme quality or a graduation rate.

Year endingAward levelReporting institutionsPositive awards
2025Certificate 1–2 years310
2025Associate degree210
2025Certificate 2–4 years110
2025Bachelor degree53806
2025Postbaccalaureate certificate15401
2025Master degree18272
2025Doctorate — research315
2025Certificate under 12 weeks11,703
2025Certificate 12 weeks to under 1 year211,517
2024Certificate 1–2 years314
2024Associate degree311
2024Bachelor degree50702
2024Postbaccalaureate certificate8422
2024Master degree20234
2024Doctorate — research316
2024Certificate under 12 weeks11,691
2024Certificate 12 weeks to under 1 year171,908
2023Certificate 1–2 years11
2023Associate degree211
2023Bachelor degree43629
2023Postbaccalaureate certificate11427
2023Master degree18183
2023Doctorate — research312
2023Certificate under 12 weeks11,347
2023Certificate 12 weeks to under 1 year202,386
2022Associate degree28
2022Bachelor degree42625
2022Postbaccalaureate certificate13102
2022Master degree15198
2022Post-master certificate11
2022Doctorate — research216
2022Certificate 12 weeks to under 1 year18113
2021Certificate 1–2 years11
2021Associate degree314
2021Bachelor degree39679
2021Postbaccalaureate certificate12417
2021Master degree17178
2021Post-master certificate11
2021Doctorate — research317
2021Certificate under 12 weeks1172
2021Certificate 12 weeks to under 1 year112,536
2020Certificate 1–2 years34
2020Associate degree311
2020Bachelor degree32507
2020Postbaccalaureate certificate8240
2020Master degree16187
2020Post-master certificate132
2020Doctorate — research321
2020Certificate under 12 weeks2143
2020Certificate 12 weeks to under 1 year122,354

A year ending 2025 describes July 2024–June 2025. Do not add different years to estimate an entering class or current enrolment. Follow an institution's field link below to inspect the exact records.

These counts cover exact institution-ID matches to our connected directory, rather than a complete national total. Historical providers outside that population remain in the original source evidence and are not assigned invented matches. Read the population and archive rules →

Research the exact programme behind this field

CIP 52.0804 is a reporting classification. The official definition above explains its scope, while a university may use a different programme title. Related fields in classification family 52 can involve different curricula and award levels.

On the current institution website, record the exact degree title, campus, entry route, teaching language, curriculum and cycle. Compare those details with the classification definition before assuming that two similarly named degrees cover the same subject. For regulated professions, check the relevant licensing or recognition body's current requirements separately.

A positive award observation establishes historical activity in this classification. It does not confirm a current application opening, professional recognition, a specific delivery format or career outcome.

Compare two field definitions and historical records → · Use CIP codes to research fields → · Build your field research questions →

Institutions with reported graduates

124 institutions

Related fields

Business/Commerce, General. ↗

Business Administration and Management, General. ↗

Purchasing, Procurement/Acquisitions and Contracts Management. ↗

Logistics, Materials, and Supply Chain Management. ↗

Office Management and Supervision. ↗

Operations Management and Supervision. ↗