The Elms College MBA in Financial Planning is offered in a live-classroom setting for a student-centered approach in business to teaching financial planning courses. Tailored for students seeking to become certified financial planners (CFPs), our expert faculty provide you with a well-rounded understanding of financial planning from technical to interpersonal skills so that you have the skillset to successfully manage your client’s needs. We integrate ethical thinking and decision-making into our curriculum in order to prepare our students to sit for the CFP® exam after graduating.

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
  • Professionals interested in teaching classes at the collegiate level
  • College graduates 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 – Management Concentration
Core MBA Courses (15 credits)

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

Graduate Certificate in Financial Planning (21 credits)

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