FINANCIAL PLANNING ADVISORY TRACK
CAL STATE UNIVERSITY FULLERTON
Mihaylo College of Business & Economics
Department of Finance
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Dear Student:
We thank you for your interest in participating in the financial planning courses and curriculum
offered by California State University, Fullerton.
Individuals completing the appropriate set of courses at CSUF will be eligible to sit for the CFP®
examination without further preparation or course work.
REQUIRED COURSES
Finance 340
Finance 360
Finance 410
Finance 411
Finance 355
Accounting 308
Introduction to Investments
Principles of Insurance
Personal Financial Planning
Retirement and Estate Planning
Real Estate Investment Analysis
Fundamentals of Federal Income Tax - Individual
COURSE DESCRIPTION
FINANCE 340 - INTRODUCTION TO INVESTMENTS
Institutional characteristics of security markets, security evaluation and trading methods,
fundamental and technical analysis. Selection and management of securities, introduction to the
capital asset pricing model, role of options and futures markets, portfolio analysis and mutual
funds.
FINANCE 355 - (previously 455) REAL ESTATE INVESTMENT ANALYSIS
Alternative analytical techniques in evaluating real estate investments. Tax aspects, measurement
of investment returns, application of computer models to investment decisions. Lecture,
discussions and case analysis of major investment types - raw land, apartment houses, commercial
and industrial uses.
FINANCE 360 - PRINCIPLES OF INSURANCE
Life, casualty and liability insurance, individual and group insurance programs; methods of
establishing risks and rates.
FINANCE 410 - THEORY & PRACTICE OF PERSONAL FINANCIAL PLANNING
Developing, implementing and monitoring comprehensive personal financial plans. Includes risk
management, investment, taxation, retirement and estate planning, as well as professional
practices.
FINANCE 411 - RETIREMENT AND ESTATE PLANNING
Development of retirement objective, needs and financial condition. Forecasting retirement
income from employer based retirement plans. IRAs, insurance policies, social security,
investment programs. Medicare, medical, group life and health benefits after retirement. Property
titling, wills and transfers in contemplation of death.
ACCOUNTING 308 –FUNDAMENTALS OF FEDERAL INCOME TAX - INDIVIDUAL
Provisions, legislative history and implications of federal taxes.
COURSE SCHEDULE
The course schedule can be found on line for each semester. Log on at fullerton.edu and you will
come to the CSUF home page. Click on Schools, Majors & Academic Programs to find out the
necessary information. If you do not have access to the internet, please call the Finance Office,
(657)278-2217, and we will mail your fax you a course schedule.
METHOD OF ENROLLMENT
Students enrolled at CSUF as regular students need only enroll for the required courses and apply
to sit for the Certified Financial Planner Examination.
*HOW TO ENROLL AS AN ADJUNCT STUDENT*
Individuals not formally admitted to the university, may register through the Office of Extended
Education as adjunct students for regular classes. There is no application process or admission
requirements for Adjunct students.
Students must obtain a registration card at Extended Education office to be signed by the instructor.
The signed card should be returned to the office along with tuition payment in order to be officially
enrolled.
Adjunct students must pay extension fees and observe extension regulations for change of
program, fees, refunds and grades.
The Extended Education Office is located at 2600 E. Nutwood Avenue, College Park, Suite 100,
Fullerton, CA. 92831. Hours are M-Th 8:00 am to 7:30pm, F 8:00 am to 6:00pm, Sat 8:30-11:30
am. The phone number is (657) 278-2611.
For additional academic and administrative information, please consult the course catalog available
at the Titan Bookstore or contact Don Crane at (657) 278-3956.
PARKING INSTRUCTIONS
Visitor parking before 4:00pm is at lots G and A. After 4:00pm visitors may park at lot A, G, B,
D, I, E and E West. Cost for all day parking is $8.00.
TUITION COSTS
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Tuition fees can be found by going to the CSUF Web Page, click Admissions & Prospective
Students, click General Interest then CSUF costs.
Visa, American Express, MasterCard, check or money order, no cash.
The particulars of the certification requirements are described in the General Information
Booklet published by the Certified Financial Planner Board of Standards. We recommend that
you refer to the booklet or contact the office directly concerning policies and procedures. The
address is:
CFP® Board of Standards
Director of Examinations
1425 K Street, NW, Suite 500
Washington, DC. 20005
P (800) 487-1497 FAX (202) 379-2299
http://www.cfp.net/
We hope that the above information will assist you in preparing your course of study in financial
planning at California State University Fullerton.
Sincerely,
Don Crane, D.B.A, CFP®