Our MBA in Financial Planning degree is considered to be among the country's most intensive and comprehensive master-level programs for financial planning.
Choose between two program tracks to fit your needs.
- Track 1: MBA + Eligibility for the CFP® Exam
- Track 2: MBA only for those with CFP® certification
45 (15 courses)
Fully online, on-campus, or mix with a full-time or part-time course load
Year-round in four 11-week terms (on-campus) or five 8-week terms (online)
$820 per credit
$36,900 base cost
Want to learn more?
Let us know you're interested and we'll reach out to answer your questions. You'll also receive more information about the program and your financial aid options.
Join us for an open house reception to learn more about our programs and get answers to your individual questions in an informal setting. Thursday, February 8, 2018, from 6-8pm at Mediterraneo in Thousand Oaks. This event is open to all prospective and newly admitted School of Management students.
MBA + Eligibility for the CFP® Exam
Offers an MBA in Financial Planning and preparation for your CFP certificate. Recruiters and prospective employers recognize CFP certification as the most desired designation in this growing field.
MBA with advanced courses
Already have your CFP? Track 2 replaces foundation-level financial planning courses with both advanced-level courses and interdisciplinary studies.
Eligibility to sit for the CFP® Exam only
Eligibility to sit for the CFP® Exam only; designed exclusively for professionals who have a business-related professional degree or significant experience in the financial planning field.
Kelly Erickson 2016
I enrolled to advance my knowledge in the financial services industry because I fell in love with working one-on-one with my clients and becoming their trusted financial resource. Having a CFP® certification and MBA in Personal financial Planning really helps the client respect you.
Wealth Advisory, Partners Federal Credit Union of the Walt Disney Company
- Accredited by the Western Association of Schools and Colleges (WASC)
- Ranked by US News and World Report among the top 20 schools in the Western United States.
- USDLA-award-winning online classes
- Listed as one of the Top Schools in November issue of Financial Planning Magazine
Online courses are offered year-round in five, 8-week terms. The accelerated format of the program allows a student to complete the program in less than two years, if desired.
Students and faculty meet in live virtual learning environments designed for collaboration with audio, video, application sharing, and group break-out rooms.
Classes are capped at 20 students.
Transfer Your Credit
Students may petition to transfer up to six semester credits of graduate coursework
taken at other regionally accredited colleges or universities to the financial planning
program at California Lutheran University.
Students may also be eligible to transfer up to nine credits for previously earned master's degrees.
The CFP® Board is a nonprofit professional regulatory organization that requires education,
ethics requirements, examination, and experience for CERTIFIED FINANCIAL PLANNER®
certificants. Along with completing the financial planning coursework and passing
the CFP® Certification Examination, the CFP® Board also requires successful CFP® certificants
to have financial planning-related work experience and adhere to their Code of Ethics
and Professional Responsibility.
The MBA and Certificate program in Financial Planning is registered by the Certified Financial Planner Board of Standards Inc. (CFP Board) in Washington DC. Candidates who plan to sit for the CFP Certification Examination must successfully complete a CFP Board-Registered Program.