Personal Financial Planning Track (PFP)
Personal financial planning is a track option within your Finance emphasis area. As a planning professional, you will be helping individuals and families reach their financial goals and objectives by applying your broad understanding of financial topics and concepts, in-depth technical knowledge of wealth management and financial planning strategies and awareness about client communication, including relationship building, active listening during client discovery and presentation of planning recommendations.
The program’s curriculum has been approved by the Certified Financial Planner Board of Standards. After successfully completing the PFP courses, you will be eligible to sit for the national CFP® Certification Examination. The CFP® designation is a professional mark that will help set you apart within the financial-services industry.
The development of this program has been fostered by a generous grant from Charles Schwab & Company.
Requirements for the Personal Financial Planning Track
Students who have elected the Finance emphasis area with the PFP track are required to complete FNCE 2010 Fundamentals of Financial Analysis, FNCE 3010 Corporate Finance and ACCT 3220 Corporate Financial Reporting 1 plus the six track courses (listed below). You are not required to take FNCE 4040 Derivative Securities or 4850 Business Senior Seminar in Finance.
- FNCE 3820 – Introduction to Personal Financial Planning and Insurance
- FNCE 3030 – Investment and Portfolio Management (required of all finance students)
- ACCT 3440 – Income Taxation of Individuals
- FNCE 3040 – Retirement Planning
- FNCE 3060 – Estate Planning*
- FNCE 4840 – Personal Financial Plan Development Capstone*
* The prerequisites of FNCE 4840 are FNCE 3820, FNCE 3030, ACCT 3440 and FNCE 3040. FNCE 3060 and FNCE 4840 may be taken concurrently.
An emphasis will be placed on mentoring, internships and placements specific to the personal financial planning field in cooperation with Schwab, local wealth management firms and planning practitioners.
All undergraduate students from Leeds School of Business earn a Bachelor of Science in Business Administration degree. Additionally, your transcript will show that your area of emphasis was FINANCE with an option in personal financial planning.
Scholarships are available for this program courtesy of Charles Schwab. To apply, go to: http://www.colorado.edu/business/scholarships. (Schwab Scholars Fund)
Contact Harry Starn (above) for details.