UC Davis Extension and CLU
California Institute of Finance
Transfer Agreement

Master in Business Administration-Financial Planning

Students who complete the Certificate Program in Personal Financial Planning from the University of California — Davis Extension will be eligible to transfer up to five courses toward the online Master of Business Administration (MBA) degree in Financial Planning at California Lutheran University (CLU). The five UC-Davis Extension courses that are eligible for transfer to the California Lutheran MBA program form the core of the UC-Davis Extension Certificate Program in Personal Financial Planning.

Completion of the UC-Davis Extension Certificate Program in Personal Financial Planning equates to graduate credits in the California Lutheran University (CLU) MBA Financial Planning degree, under the following stipulations:

UC DAVIS EXTENSION CERTIFICATE PROGRAM IN PERSONAL FINANCIAL PLANNING

Completion of the UC-Davis Extension Certificate Program in Personal Financial Planning (24.5 quarter credits), equates to 16.4 graduate credits respectively (quarter credits are 67% of semester credits) in the California Lutheran University MBA in Financial Planning degree. The maximum number of credits transferable to California Lutheran MBA Financial Planning degree for persons holding the UC-Davis Extension Certificate in Personal Financial Planning is fifteen (15) graduate credits. The following courses will be transferred in for the MBA in Financial Planning degree:

CAL LUTHERAN COURSES		SEMESTER CREDITS
BUS 501 Introduction to Financial Planning		3 Credits
BUS 502 Tax Management and Strategies		3 Credits
BUS 505 Employee Benefit and Retirement Planning		3 Credits
BUS 506 Risk Management and Insurance		3 Credits
BUS 507 Principles of Estate Planning		3 Credits