UC Santa Cruz 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 (PFP) from the University of California — Santa Cruz 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-Santa Cruz Extension courses that are eligible for transfer to the California Lutheran MBA program form the core of the UC-Santa Cruz Extension Certificate Program in Personal Financial Planning.

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

UC SANTA CRUZ EXTENSION CERTIFICATE PROGRAM IN PERSONAL FINANCIAL PLANNING

  

The required certificate courses (28 Quarter Credit Units) earns the UC-Santa Cruz Extension Certificate Program in Personal Financial Planning.

Completion of the UC-Santa Cruz Extension Certificate Program in Personal Financial Planning (28 Quarter Credit Units) is eligible for transfer to CLU, Institute of Finance program in Financial Planning upon admission. The maximum number of credits transferable to California Lutheran MBA Financial Planning degree for persons holding the UC-Santa Cruz Extension Certificate in Personal Financial Planning is fifteen (15) graduate credits.

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

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

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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