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)
|29:390:370||Financial Institutions & Markets*||3|
|29:393:469||Taxation Issues Affecting Financial Planning**||3|
|29:393:495||Capstone: Developing a Financial Plan**||3|
- *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|
|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 email@example.com.