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, 2020.

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

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.

Click to view course requirements for the MBA with concentration in Financial Planning (MBA + CFP).

Core MBA Courses (15 credits)

Course #FormerlyCourse Name# of Credit Hours
BUS 6000BUS 600Managerial Finance and Data Analysis3
BUS 6100BUS 610Globalization and Social Responsibility3
BUS 6200BUS 620Leadership and Teamwork3
BUS 6300BUS 630Current Events Impact on the Economy3
BUS 6400BUS 640Strategic Management Practicum3

Financial Planning Concentration (21 credits)

Course #FormerlyCourse Name# of Credit Hours
FIN 6000FIN 600Introduction to Financial Planning3
FIN 6100FIN 610Tax Management and Strategy3
FIN 6200FIN 620Employee Benefits and Retirement Planning3
FIN 6300FIN 630Risk Management & Insurance Planning3
FIN 6400FIN 640Principles of Estate Planning3
FIN 6500FIN 650Investment Analysis and Portfolio Management3
FIN 6600FIN 660Capstone in Financial Planning3