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.

Do you need a CFP capstone course? Our capstone course runs for 11 weeks, starting July 11, 2019.

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
  • Professionals interested in teaching classes at the collegiate level
  • Others considering a career in personal financial planning

Core MBA Courses (15 credits)

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

Financial Planning Concentration

FIN600 Introduction to Financial Planning
FIN610 Tax Management and Strategy
FIN620 Employee Benefits and Retirement Planning
FIN630 Risk Management & Insurance Planning
FIN640 Principles of Estate Planning
FIN650 Investment Analysis and Portfolio Management
FIN660 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.

Brian Benson '20

MBA in financial planning
Audit and accounting associate at Meyers Brothers Kalicka, P.C.

Photo of MBA graduate Brian Benson '18

“Having already completed a double major at Elms College, I was aware of their strong business programs and incredible faculty that genuinely care about the success and wellbeing of their students. When I found out that Elms was adding new certificate programs that could prepare me for both the CPA and CFP exams, the decision to enroll was easy. The programs give me the flexibility to work full time and complete graduate classes simultaneously, allowing me to further elevate my career.”