Resources | PFP | Personal Financial Planning

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.