Carl H. Lindner College of BusinessCarl H. Lindner College of BusinessUniversity of Cincinnati

Carl H. Lindner College of Business

Financial Planning Track

Curriculum for an UG Major in Finance with a CFP Focus

A professional designation is an important indicator of the knowledge and quality of a finance professional.  One of those designations is the Certified Financial Planner (CFP).  The CFP is an important designation for students interested in working in financial planning and wealth management.  To achieve this designation, a candidate must first pass the CFP exam.  Before a student can take the CFP exam, they must first complete a set of courses from a program approved by the CFP Board.  The Financial Planning track (detailed below) in the UG Finance program at the Lindner College of Business is such an approved program.  In addition to the required core Finance major courses, someone seeking a FP focus must take the following 15 semester credit hours of electives. (All of these electives count toward the Finance major except ACCT 3072.) 


Required Core Finance Major Courses

Course NumberCourse Name
Credit Hours
Co- or Pre-Requisites
Semester Offered
FIN 4001Corporate Finance3FIN 3080Fall, Spring, Summer
FIN 4011Investments3FIN 3080Fall, Spring, Summer
FIN 4041Financial Modeling3FIN 3080, 4001, 4011Fall and Spring



Certified Financial Planner (CFP) Focus Area

Course NumberCourse NameCredit HoursCo- or Pre-Requisites
Semester Offered
FIN 4160
Fundamentals of Financial Planning1FIN 3080 (pre)Fall
IRM 4110
Health and Life Insurance3FIN 3080 (pre)Fall, Spring and Summer
ACCT 3072Introduction to Tax3ACCT 2081 (pre)Fall
ACCT 5146
Estate and Gift Tax2ACCT 2081 (pre)Spring
IRM 4155
Retirement Planning and Employee Benefits3FIN 3080 (pre)Spring
FIN 4161
Financial Planning Capstone3IRM 4110 (co), ACCT 5146 (co), IRM 4155 (co), FIN 4011 (co), ACCT 3072 (co), FIN 4160 (pre)Spring