DO YOU NEED A CFP CAPSTONE COURSE? Our capstone course runs for 11 weeks, starting July 11, 2018!

NOW ENROLLING, CLASSES BEGIN OCTOBER 1, 2018 for degree programs in financial planning.

MBA with a Concentration in Financial Planning

The MBA with a Concentration in Financial Planning is a tailored program of study for students seeking to become certified financial planners (CFPs). Our expert faculty design their courses to provide you with a holistic understanding of financial planning, which means you will graduate with the technical and interpersonal skills needed to successfully manage the goals of a diverse clientele. To prepare our students to sit for the CFP exam after graduating, we integrate ethical thinking and decision-making into our curriculum every step of the way.

This program is designed for:

  • Individuals who desire to enter the financial planning field
  • Those seeking a career change or positions within the field of financial planning
  • Current professionals in banking, accounting, investments, and legal fields
  • Mid-career professionals in the finance industry who want to hone their skills
  • College graduates
  • Others considering a career in personal financial planning

BUS600 Managerial Finance and Data Analysis
BUS610 Globalization and Social Responsibility
BUS620 Leadership and Teamwork
BUS630 Current Events Impact on the Economy
BUS640 Strategic Management Practicum

FIN 600-Introduction to Financial Planning
FIN 610-Tax Management and Strategy
FIN 620-Employee Benefits and Retirement Planning
FIN 630-Risk Management & Insurance Planning
FIN 640-Principles of Estate Planning
FIN 650-Investment Analysis and Portfolio Management
FIN 660-Capstone in Financial Planning

Quick Info

-Graduates will be prepared to sit for the CFP® exam after completing their course of study.

-Students who are not pursuing the certificate are welcome to take as many individual courses as they wish.