Financial Planning Track

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 Credits
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

Return to Areas of Study

Course Descriptions

 

Questions? Contact the program director, Professor Ronald Richter, at rrichter@business.rutgers.edu