Master of Science in Financial Planning
Master of Science in Financial Planning
Focused on the "art and science" of financial planning, this program allows you to customize your courses and earn an accredited degree that positions you for success in your chosen career path. Our M.S. in Financial Planning degree requires students to successfully complete a program comprised of 12, three-credit hour courses (totaling 36 credits).
Track 1: M.S. + Eligibility for the CFP® Exam
Consists of 10 core courses and two electives. Our courses are registered by the Certified Financial Planner (CFP®) Board of Standards. Upon completion of the program, you will earn an M.S. in Financial Planning and gain eligibility to sit for the prestigious CFP® Certification Exam.
| Required Courses | ||
| MFP 513 | Financial Principles and Policies | 3 |
| MFP 521 | Introduction to Financial Planning | 3 |
| MFP 522 | Tax Management and Strategy | 3 |
| MFP 525 | Employee Benefits/Retirement Planning | 3 |
| MFP 526 | Risk Management and Insurance | 3 |
| MFP 527 | Principles of Estate Planning | 3 |
| MFP 542 | Investment and Portfolio Management | 3 |
| MFP 545 | Behavioral Finance | 3 |
| MFP 598 | Capstone Course in Financial Planning | 3 |
| Electives | ||
| Select 2 courses from the following: | ||
| MFP 511A | Macroeconomics for Investment | 3 |
| MFP 530 | Advanced Estate Planning | 3 |
| MFP 531 | Sales Management | 3 |
| MFP 534 | Financial Planning Small/Family Business | 3 |
| MFP 535 | Psychology and Cultural Dynamics | 3 |
| MFP 536 | Social Psychology of Client Leadership | 3 |
| MFP 543 | Real Estate Investments | 3 |
Track 2 M.S. only; for those with CFP® certification
Identical to the first track except for the fact that five of the introductory-level financial planning courses are replaced with advanced financial planning courses and interdisciplinary-study courses. Upon completion of the program, you will earn an M.S. in Financial Planning.
| Required Courses | ||
| MFP 513 | Financial Principles and Policies | 3 |
| MFP 530 | Advanced Estate Planning | 3 |
| MFP 534 | Financial Planning Small/Family Business | 3 |
| MFP 536 | Social Psychology of Client Leadership | 3 |
| MFP 542 | Investment and Portfolio Management | 3 |
| MFP 545 | Behavioral Finance | 3 |
| Electives | ||
| Select 4 courses from the following | ||
| MFP 510 | Strategic Decision Making | 3 |
| MFP 511A | Macroeconomics for Investment | 3 |
| MFP 531 | Sales Management | 3 |
| MFP 535 | Psychology and Cultural Dynamics | 3 |
| MFP 541 | Strategic Financial Analysis | 3 |
| MFP 543 | Real Estate Investments | 3 |