The Financial Planning Track major will be suspended effective Spring 2021. Currently, declared Financial Planning Track majors are able to complete the degree. Students who are not currently declared but would like to follow the Financial Planning Track must declare Financial Planning by August 1, 2020 and be prepared to complete the Financial Planning requirements by the end of the Spring 2021 semester. Students wishing to declare the Financial Planning Track must contact Prof. Ron Richter at rrichter@business.rutgers.edu to map out the track’s course sequencing.
The financial planning track is designed to prepare undergraduate finance majors for an exciting career in financial advisement, where you are helping clients secure a solid financial future. Our program provides an approved, practical and theoretical approach to personal financial planning. Successful completion of this curriculum satisfies the Certified Financial Planner Board of Standards of education and assists you in taking the CFP Board Examination.
Required Courses (21 credits)
| Course # | Title | Cr |
|---|---|---|
| 29:390:315 | Investments* | 3 |
| 29:390:370 | Financial Institutions & Markets* | 3 |
| 29:393:341 | Financial Planning/Insurance** | 3 |
| 29:393:466 | Estate Planning** | 3 |
| 29:393:467 | Retirement Planning** | 3 |
| 29:393:469 | Taxation Issues Affecting Financial Planning** | 3 |
| 29:393:495 | Capstone: Developing a Financial Plan** | 3 |
Prerequisites:
- *29:390:329 - Finance
- **29:390:315 - Investments
Suggested Course Sequence
| Sophomore Year | Second Semester | 29:390:329 | Finance |
| Junior Year | First Semester | 29:390:315 | Investments |
| Second Semester | 29:390:370 | Financial Institutions & Markets | |
| 29:393:341 | Financial Planning/Insurance | ||
| Senior Year | First Semester | 29:393:467 | Retirement Planning |
| 29:393:469 | Taxation Issues Affecting Financial Planning | ||
| Second Semester | 29:393:466 | Estate Planning | |
| 29:393:495 | Capstone: Developing a Financial Plan |
Questions? Contact the program director, Professor Ronald Richter, at rrichter@business.rutgers.edu.