Transfer Credits

Transfer your Financial Planning courses towards your MBA/MS in Financial Planning

The MBA/MS in Financial Planning from California Lutheran University's School of Management is one of the country's most comprehensive master-level programs, providing financial planning professionals with the skills necessary to excel in the profession. The program is offered fully online, with small classes taught by top industry experts and highly experienced faculty. The program emphasizes advanced financial planning, effective client communication, counseling, streamlined practice management, and leveraging FinTech.

Students who have received the Certificate in Financial Planning from the following CFP® Board registered programs within seven (7) calendar years* from the time of admission will be eligible to transfer up to 15 credits toward the MBA/MS in Financial Planning degree at California Lutheran University:

  • University of California Irvine Division of Continuing Education Certificate in Personal Financial Planning
  • University of California Los Angeles Division of Continuing Education and UCLA Extension Certificate in Personal Financial Planning
  • University of California Santa Cruz Silicon Valley Extension Certificate in Personal Financial Planning


Upon a students admittion to MBA/MS Financial Planning Program at California Lutheran University, students must apply using the "Graduate Petition to Transfer Credit" form in order to determine if credits are transferable and capable of fast tracking your MBA/MS Financial Planning at California Lutheran University. Please contact graduate admission at 805-493-3325,, or

*with a letter grade of “B” and above.