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 Mangement 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

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Practice Management

Deena Katz

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The Investment Think Tank

Harold Evensky and Deena B. Katz

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Retirement Income Redesigned

Harold Evensky and Deena B. Katz

Get this on Amazon

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The Upside of Irrantionality

Dan Ariely

Get this on Amazon

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Freakonomics

Steven B. Levitt and Stephen J. Dubner

Get this on Amazon

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7Twelve

Craig L. Israelsen

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Common Sense on Mutual Funds

John C. Bogle

Get this on Amazon

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Who Really Cares

Arthur C. Brooks

Get this on Amazon

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The Behavior Gap

Carl Richards

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Security Analysis

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

Get this on Amazon

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Thinking Fast and Slow

Daniel Kahneman

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blink

Malcolm Galdwell

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The Tipping Point

Malcolm Gladwell

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Outliers

Malcolm Gladwell

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Drive

Daniel H. Pink

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Good to Great

Jim Collins

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