Financial Planning Advising

Back to programs

Financial planners are in high demand in the dynamic field of financial services and planning. This program prepares you to work with clients to help them achieve their financial goals. You will learn from leading faculty the necessary skills in finance, taxes, portfolio management, insurance and estate planning to secure employment in the field.

Major Requirements

Sequencing - Tempe
FIN 300
FIN 380
FIN 385
FIN 386
FIN 420
ACC 435
FIN 460
Sequencing - ASU Online
Fall A
FIN 300

Fall B
FIN 380

Spring A
FIN 385

Spring B
FIN 386

Fall B
FIN 420

Spring A
ACC 435
Spring B
FIN 460

Business Financial Planning Courses

FIN 380 Personal Financial Management
FIN 385 Personal Insurance Planning
FIN 386 Estate Planning Strategies
FIN 420 Personal Portfolio Management
FIN 460 Personal Finance Cases and Modeling
ACC 435 Personal Tax Management and Planning

Advising

Business financial planning advising is available on the Tempe campus. If you would like to schedule an advising appointment with the business financial planning advisor, but are located on a different campus, you are welcome to schedule a phone advising appointment, meet with the major advisor at the Tempe campus, or meet with a W. P. Carey advisor located on your home campus. Appointments may be scheduled online using Advising SOS.

Major-Related Resources