CALIFORNIA LUTHERAN UNIVERSITY

Develop Business


  • Access an expanded strata of high-net-worth clients as a
    CPA with a Financial Planning MBA and CFP®
  • Use your MBA skills to grow your accounting practice to a multi-service business

Grow Company Revenues

  • Generate higher revenues per existing clientele by offering personal financial services
  • Reach an expanded client base by offering expert solutions to more client problems
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Retain Clients


  • Did you know that 150 CPAs sat for the November 2007 CFP® Exam, 67 CPAs sat for the March 2008 exam, 91 CPAs sat for the July 2008 Exam, and 146 CPAs sat for the November 2008 Exam?
  • Are you comfortable with your clients going to another CPA for financial planning advice?
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What our students are saying…


I have been attending CLU for about a year, but it has been long enough to realize what a worthwhile endeavor this has been. I have expanded my knowledge greatly with the help of professors who have current real world experience. I am honored to recommend this program to anyone interested in this field of study.

Lisa D. Cameron, CPA, ABA, CCPS

As a CPA, I specifically sought out the "MBA in Financial Planning" degree. When I finally found this degree offering at CLU through the CFP Board of Standards website, I submitted my application the same day.

Rich Burchill, CPA

If I had to choose the single biggest strength with this academic experience, it has been the availability and access to high quality instructors and their knowledge base.

Lorri Craig, CFP®

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www.callutheran.edu/cif Email: fponline@clunet.edu Toll Free: 888-372-4155
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and which it awards to individuals who successfully complete initial and ongoing certification requirements.

California Lutheran University does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™ and marks. CFP certification is granted solely by Certified Financial Planner Board of Standards Inc. to individuals who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met ethics, experience and examination requirements.