Curriculum

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

Want to earn your CFP®?

Take eight core financial planning courses along with four business courses.

Already have your CFP®?

Take four business courses along with eight financial planning courses.


Courses

Core FP Courses
  • Financial Principles and Policies
  • Investment & Portfolio Management
  • Introduction to Financial Planning
  • Tax Management & Strategy
  • Employee Benefits and Retirement Planning
  • Risk Management & Insurance
  • Principles of Estate Planning
  • Capstone Course in Financial Planning
Advanced FP Courses
  • Applied Research in Financial Planning
  • Social Psychology of Leading Clients
  • Retirement Income Planning
  • Financial Planning for Small and Family Businesses
  • Advanced Estate Planning
  • Psychological and Cultural Dynamics of Communication and Persuasion
  • Strategic Financial Analysis
Business Courses
  • Behavioral Finance
  • Macroeconomics for Investments
  • Strategic Decision Making
  • Business Law and Ethics
  • Information Technology for Management




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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