Students considering a career with financial institutions offering financial planning services or a career in private consulting of individuals may choose the personal financial planning specialization. This is a dual concentration in Finance and Accounting/Taxation that integrates complexities encountered in taxation and in financial decision-making.

Students completing this specialization will receive the Personal Financial Planning Designation on their official transcripts.

The five courses required from the Accounting and Taxation area are:

• AC7184    Individual and Business Entity Taxation
• TX7025    Tax Planning for High Net Worth Individuals
• TX7056    Taxation of Executive Compensation, Employee Benefits and Retirement Plans
• TX7078    Preserving Wealth with Estate Planning
• TX7099    Life Cycle Case Studies

The five courses required from the Finance area:

• FN7421 Principles of Modern Finance
• FN7430 Investment Analysis
• FN7460 Portfolio Management
• FN7431 Options and Futures Market
• FN7470 Real Estate Finance

These courses provide a student with concepts and situations encountered in examinations for certified financial planners and specialists. In addition to personal financial planning coursework, it is important that students planning careers in financial counseling be aware of the importance of obtaining the Certified Financial Planner certification from the Certified Financial Planner Board of Standards, Inc. located in Denver, Colorado. For more information: http://www.cfp.net.

For further information, please contact:

Academic Advising
Program Management Office
33 West 60th Street, 4th floor
New York, NY 10023
Phone: (212) 636-6104
Fax: (212) 636-7144
Email: fbadvising@fordham.edu