Helpful tips and faculty advice for the sequence of coursework.

1st Semester of PFP Major Coursework (Semester 4)

   Course

Prereq

Semesters Offered

   FIN 3060 - Intro to the PFP Profession

MATH 1050 OR 1055 OR 1090

Fall, Spring, Summer

   FIN 3200 - Financial Counseling

FIN 3060

Fall, Spring, Summer

Middle Semesters of PFP Major Coursework (Semesters 5,6,7)

  Course

Prereq

Semesters Offered

   FIN 3210 - Retirement Planning

FIN 3060

Fall, Spring

   FIN 3220 - Risk Management and Insurance

FIN 3060

Fall, Spring

   FIN 3300 - Tax Planning for PFP

FIN 3060

Fall, Spring

   FIN 3400 - Investment Management FIN 3100 Fall, Spring, Summer
   FIN 483R - Colloquium in PFP   Fall, Spring
   FIN 4210 - Estate Planning Fund FIN 3060 Fall, Spring
   FIN 4270 - Wealth management Seminar FIN 3060 Fall, Spring
   FIN 482R - Internship FIN 483R Fall, Spring, Summer
   FIN 4290 - Technological Applications in PFP FIN 3060 Fall, Spring
   PFP/Business Electives    

Last Semester of PFP Major Coursework (Semester 8)

   Course

 Prereq

 Semesters Offered

   FIN 4800 - PFP Capstone

FIN 3060
FIN 3210
FIN 3220
FIN 3400
FIN 4210

Fall, Spring, Summer

   FIN 4700 - CFP Exam Prep

FIN 3060
FIN 3210
FIN 3220
FIN 3300
FIN 3400
FIN 4210

Fall, Spring,

   Other Business Core or Business Capstone Course

   

Faculty Advice

  • Take FIN 3100 then FIN 3400 then FIN 4270 – must take in this order because of prerequisites.
  • Take FIN 3210 first, then take FIN 3300 second (not in the same semester)
  • FIN 4290 – 2 options:
    • Take earlier in the sequence it is beneficial to your internship
    • Take later in the sequence you have more content knowledge to apply the technology better.
  • If you want to learn more about the various business types on the PFP profession, take the colloquium earlier in your coursework.
  • Meet with your faculty advisor on a regular basis.

Recommended Reading for PFP Students

book cover.

Practice Management

Deena Katz

Get this on Amazon

Book cover

The Investment Think Tank

Harold Evensky and Deena B. Katz

Get this on Amazon

book cover.

Retirement Income Redesigned

Harold Evensky and Deena B. Katz

Get this on Amazon

book cover.

The Upside of Irrantionality

Dan Ariely

Get this on Amazon

book cover.

Freakonomics

Steven B. Levitt and Stephen J. Dubner

Get this on Amazon

book cover.

7Twelve

Craig L. Israelsen

Get this on Amazon

book cover

Common Sense on Mutual Funds

John C. Bogle

Get this on Amazon

book cover.

Who Really Cares

Arthur C. Brooks

Get this on Amazon

book cover.

The Behavior Gap

Carl Richards

Get this on Amazon

book cover.

Security Analysis

Seth A Klarman, James Grant, Bruce Greenwald, and others

Get this on Amazon

book cover.

Thinking Fast and Slow

Daniel Kahneman

Get this on Amazon

book cover.

blink

Malcolm Galdwell

Get this on Amazon

book cover.

The Tipping Point

Malcolm Gladwell

Get this on Amazon

book cover

Outliers

Malcolm Gladwell

Get this on Amazon

book cover

Drive

Daniel H. Pink

Get this on Amazon

book cover

Good to Great

Jim Collins

Get this on Amazon