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
- 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.
Curriculum
Click to view course requirements for the MBA with concentration in Financial Planning (MBA + CFP).
Core MBA Courses (15 credits)
| Course # | Formerly | Course Name | # of Credit Hours |
|---|---|---|---|
| BUS 6000 | BUS 600 | Managerial Finance and Data Analysis | 3 |
| BUS 6100 | BUS 610 | Globalization and Social Responsibility | 3 |
| BUS 6200 | BUS 620 | Leadership and Teamwork | 3 |
| BUS 6300 | BUS 630 | Current Events Impact on the Economy | 3 |
| BUS 6400 | BUS 640 | Strategic Management Practicum | 3 |
Financial Planning Concentration (21 credits)
| Course # | Formerly | Course Name | # of Credit Hours |
|---|---|---|---|
| FIN 6000 | FIN 600 | Introduction to Financial Planning | 3 |
| FIN 6100 | FIN 610 | Tax Management and Strategy | 3 |
| FIN 6200 | FIN 620 | Employee Benefits and Retirement Planning | 3 |
| FIN 6300 | FIN 630 | Risk Management & Insurance Planning | 3 |
| FIN 6400 | FIN 640 | Principles of Estate Planning | 3 |
| FIN 6500 | FIN 650 | Investment Analysis and Portfolio Management | 3 |
| FIN 6600 | FIN 660 | Capstone in Financial Planning | 3 |