UC Irvine Extension and CLU
California Institute of Finance
Transfer Agreement

Master in Business Administration-Financial Planning

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

UC IRVINE EXTENSION CERTIFICATE IN PERSONAL FINANCIAL PLANNING

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The required certificate courses (30 credits ) and any combination of two electives (3.5 credits or more) totaling 33.5 quarter credits earns their certificate.

UC IRVINE EXTENSION CERTIFICATE IN PERSONAL FINANCIAL PLANNING ACCELERATED PROGRAM

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The required courses (20 credits) are eligible for transfer to CLU, Institute of Finance program in Financial Planning upon admission.

A grade of "B" or better must be earned in all coursework from the UC Irvine Extension Certificate in Personal Financial Planning or UC Irvine Extension Certificate in Personal Financial Planning Accelerated Program to be eligible for transfer into the CLU MBA Financial Planning Degree.

Meeting the above requirements makes one eligible for transfer to CLU, Institute of Finance program in Financial Planning upon admission.

The following courses will be transferred in for the MBA (Financial Planning) degree for all UC Irvine Extension Certificate in PFP or the Accelerated PFP programs.
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

AWARDS AND HONORS

  

W.A.S.C. CFP Board of Standards U.S. News Ranks CLU a Top 20 School in the West USDLA Recipient of the USDLA 2007 Silver Award For Excellence In Distance Learning For Best Practices In Computer Programming





 
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