Program Tracks

Our MBA in Financial Planning degree requires students to successfully complete a program comprised of 16, three-credit hour courses (totaling 48 credits).

Track 1

MBA + Eligibility for the CFP® Exam

Consists of eight business-administration courses and eight financial-planning (FP) courses. The FP courses are accredited by the Certified Financial Planner (CFP®) Board of Standards. Upon completion of the program, you will earn an MBA in Financial Planning and gain eligibility to sit for the prestigious CFP® Certification Exam.

Track 2

MBA only; for those with CFP® certification

Identical to the first track except for the fact that five of the introductory-level financial planning courses are replaced with advanced financial planning courses and interdisciplinary-study courses. Upon completion of the program, you will earn an MBA in Financial Planning.

Certificate Option

Eligibility to sit for the CFP® Exam only

The certificate program is designed exclusively for professionals who have an MBA or other business-related professional degree (JD, CPA, etc.) or those with significant experience in the financial planning field.

Compare your options

The following table shows you which courses satisfy the requirements for each program option.

  Track 1
MBA + CFP® Exam Eligibility
Track 2
MBA Only
CFP® Exam Eligibility Only
Introduction to Financial Planning y   y
Tax Management & Strategy y   y
Employee Benefits and Retirement Planning y   y
Risk Management & Insurance y   y
Principles of Estate Planning y   y
Social Psychology of Leading Clients   y  
Psychological-Cultural Dynamics of Communication and Persuasion   y  
Strategic Financial Analysis   y  
Financial Planning for Small and Family Businesses   y  
Advanced Estate Planning   y  
Financial Principles and Policies y y
Investment & Portfolio Management y y y
Macroeconomics for Investments y y  
Behavioral Finance y y  
Statistical Analysis for Managers y y  
Managerial Accounting y y  
Business Ethics y y  
Law for Business Executives y y  
Marketing Theory y y  
Concepts in Information Technology y y  
Capstone Course in Financial Planning y y y

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.