Ideal curriculum for financial planning students

Here's a mashup of university program directors' ideas for which courses would best prepare next-gen financial advisers

Sep 1, 2018 @ 6:00 am

By Greg Iacurci

We asked program directors at four universities — San Diego State, Texas A&M, Utah Valley and Virginia Tech — what the ideal curriculum would be to prepare next-generation financial planners. Here's a mashup of their picture-perfect course list.

Required courses:

  1. Fundamentals of financial planning
  2. Investment planning
  3. Retirement planning
  4. Estate planning
  5. Life insurance planning
  6. Tax planning
  7. Capstone: Developing a financial plan

Advanced classes:

  1. Advanced investment planning
  2. Advanced tax strategies
  3. Technology
  4. Professional sales
  5. Special/current topics in financial planning (e.g., tax reform, special needs planning, case studies)
  6. Financial counseling and behavioral finance
  7. Implications of debt for the household
  8. Internship

The future of financial planning:

  1. Financial planning policy and compliance
  2. Communication and emotional intelligence
  3. Peer-to-peer financial counseling
  4. Practice management
  5. Financial planner in residence (a financial planner comes into the classroom three-four days at a time, and teaches on
  6. advanced concepts they see in practice. Repeat with various planners throughout the semester.)

Prep courses:

  1. Series 7
  2. Chartered Financial Analyst (CFA) level 1
  3. Certified Financial Planner (CFP) review
  4. Accredited Financial Counselor (AFC) review
  5. Accredited Investment Fiduciary (AIF) review
  6. Certified Retirement Counselor (CRC) review

0
Comments

What do you think?

View comments

Recommended for you

Featured video

INTV

Why a #MeToo story about the financial advice industry was important to do

Reporter Greg Iacurci and editorial director Fred Gabriel discuss the survey behind our cover story on sexual harassment in the workplace.

Video Spotlight

We started as a boutique firm with huge ambitions. Schwab was a perfect fit.

Sponsored by Schwab Advisor Services

Recommended Video

Keys to a successful deal

Latest news & opinion

Warburg Pincus among private equity managers interested in acquiring Kestra Financial

Sources say Kestra is being valued at between $600 million and $800 million, about eight to 10 times EBITDA.

10 highest paid professions in America today

These are the top-paying jobs in the U.S., according to Glassdoor.

Former Merrill Lynch star broker Thomas Buck sentenced to 40 months in prison

He pleaded guilty to securities fraud in 2017; charged clients excessive commissions.

Rules for claiming Social Security at 70

Some individuals' benefits will begin automatically; others have to take action.

Bills would allow employers to help workers pay off student debt, tax-free

Tackling growing loan burdens sparks bipartisan interest on Capitol Hill.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print