M.S. in Financial Planning

Online and on-campus

Program Tracks

Our M.S. in Financial Planning degree requires students to successfully complete a program comprised of 12, three-credit hour courses (totaling 36 credits).

Track 1

M.S. + Eligibility for the CFP® Exam

Consists of 10 core courses and two electives. Our courses are registered by the Certified Financial Planner (CFP®) Board of Standards. Upon completion of the program, you will earn an M.S. in Financial Planning and gain eligibility to sit for the prestigious CFP® Certification Exam.

Track 2

M.S. 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 M.S. in Financial Planning.

Certificate Option

Eligibility to sit for the CFP® Exam only

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

Learn more about the certificate option


Compare your options

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

  Track 1
M.S. + CFP® Eligibility
Track 2
M.S. Degree Only
Core Courses
Financial Principles and Policies X X
Investment & Portfolio Management X X
Behavioral Finance X X
Applied Research in Financial Planning X X
Introduction to Financial Planning X  
Tax Management & Strategy X  
Employee Benefits and Retirement Planning X  
Risk Management & Insurance X  
Principles of Estate Planning X  
Capstone Course in Financial Planning X  
Social Psychology of Leading Clients   X
Retirement Income Planning   X
Financial Planning for Small and Family Businesses   X
Advanced Estate Planning   X
Electives (Track 1 select two; Track 2 select four)
Macroeconomics for Investments X X
Psychological and Cultural Dynamics of Communication and Persuasion X X
Real Estate Investment X X
Sales Management X X
Financial Planning for Small and Family Businesses X  
Retirement Income Planning X  
Advanced Estate Planning X  
Social Psychology of Leading Clients X  
Strategic Financial Analysis   X
Strategic Decision Making   X




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 M.S. 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.

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