Program Tracks

Our MBA in Financial Planning degree requires students to successfully complete a program comprised of 16, three-credit hour courses (totaling 48 credits).

The Program offers two MBA tracks and a certificate-only option.

TRACK 1

MBA in Financial Planning + Eligibility for the CFP® Exam

Consists of eight business-administration courses and eight financial-planning (FP) courses. The eight FP courses are accredited by the Certified Financial Planner (CFP®) Board of Standards. Upon completion of the program, students will earn an MBA in Financial Planning and gain eligibility to sit for the prestigious CFP® Certification Exam.

TRACK 2

MBA 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, students will earn an MBA in Financial Planning.

CERTIFICATE OPTION

Eligibility to sit for the CFP® Exam only

In addition to the MBA-FP program, we offer a certificate-only program for candidates who wish to work towards the CFP® certification in a graduate studies framework. The certificate program is designed exclusively for professionals who have an MBA or other business-related professional degree, e.g. JD, CPA, or those with significant experience in the financial planning field.

Compare your options

The following table shows you which courses satisfy the requirements for each program option.

Track 1
MBA + CFP® Exam
Track 2
MBA only
Certificate
CFP® Exam
Introduction to Financial Planning Social Psychology of Leading Clients Introduction to Financial Planning
Tax Management & Strategy Psychological-Cultural Dynamics of Communication and Persuasion Tax Management and Strategy
Employee Benefits and Retirement Planning Strategic Financial Analysis Employee Benefits and Retirement Planning
Risk Management & Insurance Financial Planning for Small and Family Businesses Risk Management and Insurance
Principles of Estate Planning Advanced Estate Planning Principles of Estate Planning
Financial Principles and Policies Financial Principles and Policies
Investment & Portfolio Management Investment and Portfolio Management
Macroeconomics for Investments Capstone Course in Financial Planning
Behavioral Finance  
Statistical Analysis for Managers  
Managerial Accounting  
Business Ethics  
Law for Business Executives  
Marketing Theory  
Concepts in Information Technology  
Capstone Course in Financial Planning  




The CFP® Board is a nonprofit professional regulatory organization that requires education, ethics requirements, examination, and experience for CERTIFIED FINANCIAL PLANNER® certificants. Along with completing the financial planning coursework and passing the CFP® Certification Examination, the CFP® Board also requires successful CFP® certificants to have financial planning-related work experience and adhere to their Code of Ethics and Professional Responsibility.

The MBA and Certificate program in Financial Planning is registered by the Certified Financial Planner Board of Standards Inc. (CFP Board) in Washington DC. Candidates who plan to sit for the CFP Certification Examination must successfully complete a CFP Board-Registered Program.

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