For Prospective Students

Considering a career in finance, financial planning or real estate? Learn more about the field with our FAQs, media recommendations and more.

Frequently Asked Questions About Finance

Ideally, we recommend that you complete Finance 3101 prerequisites by the fall of your sophomore year so you can take Finance 3101 in the spring semester of your sophomore year. To stay on track, you should avoid taking it later than fall of junior year.

Fox Advising recommends declaring your sophomore year or earlier—no later than fall of your junior year!

Yes. You should identify a concentration (there are three) during Finance 3101 or earlier. Advising can help. 

Current Finance students recommend aiming for an internship during the summer between freshman and sophomore year. CSPD can help you in this process!

An easy thing to do is to practice Excel as much as possible: use it as a calculator, for making lists and for doing non-finance homework. There are many shortcuts and formulas. You are recommended to familiarize yourself with it before you start taking finance classes!

Finance 3101 is our largest class, since all Fox majors are required to take it. If large classes aren’t your thing, we do usually offer smaller sections (and online sections) of that course, too. After that, your core classes and your electives are typically under 40 people. Your capstone is usually under 20 people. 

Join an SPO! We have four finance-related student professional organizations that routinely feature networking opportunities with alumni and industry partners. We also have special interest groups which are invitation and/or application online. Those are the Fox Fund, the Owl Fund and the Finance Fellows. 

You are not required to join either group or any SPO at all! But we do highly recommend that you participate in Finance organizations and activities.

There are three general areas of finance careers: corporate, investment and service. Examples of careers within corporate include commercial banking and financial risk management. Likewise, investment involves money managers and private equity funds. Lastly, the service sector encompasses investment banking and valuation firms. You will learn more about these, and which one you’d want to pursue, in class and within SPO meetings!

Our alumni have worked for Goldman Sachs, Facebook, IBM, Comcast, Johnson & Johnson, Bloomberg, EY and Vanguard among others!

Current finance students recommend a PC due to the frequent use of Excel in the major.

Frequently Asked Questions About Financial Planning

If you are a freshman, you may register during or after freshman orientation, although some students might be pre-registered. After your first semester, you will follow the priority registration calendar. Contact Fox Advising with questions.

You can start taking upper-level financial planning classes after the pre-requisite, Finance 3101. Most students typically take Finance 3101 during fall semester of junior year. To stay on track, you should avoid taking it later than fall of junior year. Some students may take it earlier. 

Fox Advising recommends declaring your sophomore year or earlier—no later than fall of your junior year!

Yes! Many students double-up. 

Financial Planning is a holistic, long-term approach involving a client’s financial health. Finance typically involves managing money to maximize returns for a corporation. 

Many of our students go on to be a Certified Financial Planner (CFP), which is a rigorous and respected designation. Our program is board-registered and we are annually reviewed to ensure that we address appropriate curriculum necessary for the exam.

Our alumni have worked for large investment advisors, like Vanguard, local and regional banks, registered independent advisors and insurance companies. 

Frequently Asked Questions About Real Estate

If you are a freshman, you may register during or after freshman orientation although some students might be pre-registered. After your first semester, you will follow the priority registration calendar. Contact Fox Advising with questions.

Real Estate 3501 does not have prerequisites, so you are able to take the course as soon as you feel ready to do so but you won’t be able to take upper-level requirements until you take Finance 3101. Most students typically take Finance 3101 during fall semester of junior year. To stay on track, you should avoid taking it later than fall of junior year. Some students may take it earlier. 

Fox Advising recommends declaring your sophomore year or earlier—no later than fall of your junior year!

A Fox real estate degree opens up the possibility of many different entry-level positions, such as loan underwriter, credit analyst, residential or commercial property manager or financial analyst for real estate enterprises among others. 

No! There are many career pathways in the industry beyond the selling of real estate properties. You could work within finance and mortgage lending, brokerage and leasing, appraisal and valuation or property management. You’ll learn about each of these buckets more in-depth during class. 

The Temple Real Estate Institute is a non-degree licensure program for professionals to obtain a Real Estate Salesperson License, Real Estate Broker License or Continuing Education. Find out more on their website

Media Recommendations

The Big Short (2015)
Margin Call (2011)
Inside Job (2010)

Too Big to Fail, Andrew Ross Sorkin

Flash Boys, Michael Lewis 

The Undoing Project, Michael Lewis

Freakonomics, Stephen Dubner and Steven Levitt