Earn a Master's Degree in Financial Planning

The objective of the MBA degree in Financial Planning program is to develop competent and caring professionals who are confident in their judgment, ethical and strong in character, and sensitive to the needs of their clients. The program strives to provide an academically rigorous and intellectually challenging curriculum in an environment which stimulates personal growth and the highest standards of professionalism.

ONLINE MBA IN FINANCIAL PLANNING

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Taking online courses at CLU is similar to participating in courses in a physical classroom setting; except that students attend classes through an online portal rather than sitting in a classroom... Read more...

ON-CAMPUS MBA IN FINANCIAL PLANNING

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This specialized MBA in Financial Planning prepares students to serve their future clients by integrating formal education, research and analysis with experience and ethics. Read more...

CERTIFICATE IN FINANCIAL PLANNING

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CLU offers a Certificate-only program for candidates wishing to work toward CFP® Certification in a graduate studies framework. The graduate financial planning 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. Read more...

PROGRAM INFORMATION

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Program Description Requirements Course Descriptions
Tuition/Financial Aid Academic Calendars Course Workload
Recommended Order Courses and Terms FAQ

COURSES AND SCHEDULES

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Course Descriptions
To view the course requirements or financial planning class descriptions, click the program of your choice from the far left column and click the individual course.

Academic Calendars
Use the academic calendar, the 2-year course planner, and the recommended order of classes to plan your academic future.

Faculty
Our faculty are carefully selected and demonstrate both that we conduct graduate-level programs and that financial planning is a practitioner field. Our instructors are either full-time tenured faculty or those with significant knowledge and experience in their fields of practice.
 
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