2018-2019 Graduate Catalog

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 513Financial Principles and Policies3
MFP 521Introduction to Financial Planning3
MFP 522Tax Management and Strategy3
MFP 525Employee Benefits/Retirement Planning3
MFP 526Risk Management and Insurance3
MFP 527Principles of Estate Planning3
MFP 542Investment and Portfolio Management3
MFP 545Behavioral Finance3
MFP 598Capstone Course in Financial Planning3
Electives
Select 2 courses from the following:
MFP 511AMacroeconomics for Investment3
MFP 530Advanced Estate Planning3
MFP 531Sales Management3
MFP 534Financial Planning Small/Family Business3
MFP 535Psychology and Cultural Dynamics3
MFP 536Social Psychology of Client Leadership3
MFP 543Real Estate Investments3
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 513Financial Principles and Policies3
MFP 530Advanced Estate Planning3
MFP 534Financial Planning Small/Family Business3
MFP 536Social Psychology of Client Leadership3
MFP 542Investment and Portfolio Management3
MFP 545Behavioral Finance3
Electives
Select 4 courses from the following
MFP 510Strategic Decision Making3
MFP 511AMacroeconomics for Investment3
MFP 531Sales Management3
MFP 535Psychology and Cultural Dynamics3
MFP 541Strategic Financial Analysis3
MFP 543Real Estate Investments3