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Financial Planning and Analytics, M.F.P.A.


The Master of Financial Planning and Analytics (FPA) prepares students for professional positions in financial planning and analytics including an industry accreditation along with the master’s degree. PFP undergraduates will study advanced levels of financial planning, retirement/estate planning, technology applications, preparation for Chartered Financial Analysis (CFA) accreditation, and other research and professional development. Another group of students without PFP undergraduate experience will pursue graduate education in the required topics for successfully completing the CFP® Board requirements to sit for the examination including retirement, estate, income tax, wealth, and a capstone experience.  The second track candidates will also be required to complete pre-requisite courses in introduction to financial planning, risk management and insurance, and investment management basics. 

Total Program Credits: 36

Matriculation Requirements:

Students taking the CFP Track must complete the following three undergraduate courses at UVU or at a CFP© Board approved program prior to being admitted to this Master of Financial Planning and Analytics program: 

  • FIN 3060 Introduction to the PFP Profession
  • FIN 3220 Risk Management and Insurance
  • FIN 3400 Investment Management

Any substitution for any of the above three UVU undergraduate courses would need to be pre-approved by the Director of the UVU Master of Financial Planning and Analytics program.  The three courses outlined above and the four (excluding FIN 6700 CFP Exam Preparation) outlined in the CFP track are required for an individual to be eligible to take the CFP© Exam.

Discipline Core: 36 Credits
Complete the following Core classes  
FIN 6100 Research Methods 3
FIN 6130 Financial Statement Analysis and Modeling 3
FIN 6140 Regulatory Policy in the Financial Services Industry 3
FIN 6170 Investment Analysis and Portfolio Analysis 3
FIN 6200 Behavioral Finance Seminar 3
FIN 6290 Advanced Technology Applications in PFP 3
FIN 6340 Analytics and Advanced Statistics 3
Complete one of the following Tracks 15
CFP Track  
Retirement Planning (3)  
Estate Planning (3)  
Income Tax Planning (3)  
PFP Capstone (3)  
CFP Exam Preparation (3)  
Analytic Track  
International Financial Management (3)  
Retirement Income Planning (3)  
Special Topics in Financial Planning (3)  
CFA Exam Preparation (3)  
Complete one of the following electives for the Analytics Track:
Asset Protection and Trust Planning (3)  
Wealth Management (3)  
Client Relationships Management (3)  
Planning for Financial Planning Business Owners (3)  


Graduation Requirements:

  1. Completion of 36 hours of approved credit as described in this program with no grade lower than a "C".
  2. Maintain a minimum cumulative graduate GPA of 3.0 or higher to graduate with the degree.
  3. Graduates may not transfer more than ten semester credit hours into this Masters of  FPA program.  Only transfer courses approved by the graduate program faculty designated by the FPA graduate program director shall be counted as approved credit for the degree.


Graduation Plan

This graduation plan is a sample plan and is intended to be a guide. Your specific plan may differ based on your Math and English placement and/or transfer credits applied. You are encouraged to meet with an advisor and set up an individualized graduation plan in Wolverine Track.

Milestone courses (pre-requisites for a course in one of the subsequent semesters) are marked in red and Italicized.

Semester 1 Course Title Credit Hours
FIN 6100 Research Methods 3
FIN 6200 Behavior Finance Seminar 3
FIN 6340 Analytic and Advance Statics 3
Selected Track Course 3
  Semester total: 12
Semester 2 Course Title Credit Hours
FIN 6130 Financial Statement and Modeling 3
FIN 6140 Regulatory Policy in Finical Services Industry 3
FIN 6170 Investment Analysis and Portfolio Analysis 3
Selected Track Course 3
  Semester total: 12
Semester 3 Course Title Credit Hours
FIN 6290 Advanced Technology Applications 3
Selected 3 Track Course 9
  Semester total: 12
  Degree total: 36


Woodbury School of Business

Master of Financial Planning and Analytics
  • Admissions Coordinator: Silvia Lobendahn
  • Office: WB 120
  • Telephone: 801-863-7296
  • Email:
  • Adminstrative Support: Amber Reid
  • Office: WB 120
  • Telephone: 801-863-8990
  • Email:
  • Academic Advisor: Tracey Wilson
  • Office: WB 132a
  • Telephone: 801-863-8314
  • Email:

Program Description

For information about the Masters of Financial Planning and Analytics (MFPA) program, please access our website at  The MFPA offers rigorous graduate education in financial planning and analytics including the opportunity to achieve financial industry certifications including The Chartered Financial Analysis (CFA) and/or the Certified Financial Planning Board CFP®. 

The Master of Financial Planning and Analytics program offers three academic tracks that each point to a separate career path in the financial services industry.

Each student in the MFPA program will take the core courses along with elective course from one, or more of the following program tracks:

  • Personal Financial Planning (CFP)® Track (Prerequisite Required)
  • Chartered Financial Analyst (CFA)® Track
  • Financial Services, Advanced Planning and Practice Management Track

Program Prerequisites

Students with undergraduate degrees in economics, finance, financial planning, accounting or actuarial science are eligible to apply to the program. However, applicants intending to study in the CFP® track may be considered from other undergraduate majors beyond those already mentioned and are encouraged to apply. Applicants will be expected to communicate your experience with quantitative courses or skill sets such as statistics, research, analytics, and econometrics as these skills are important to be successful in the core program classes.

Those electing to take the CFP® Track must complete the following undergraduate courses at UVU or at a CFP® Board approved program* prior to being admitted to the MFPA program.

Applicants must complete the following UVU prerequisite courses or their equivalents before they begin the program. Each prerequisite course must have a "B" grade or higher in order to fulfill the admission criteria.


Course Title Credit Hours
FIN 3060 Introduction to the Financial Planning Profession and Ethics 3
FIN 3220 Risk Management and Insurance 3
FIN 3400 Investment Management 3

* Substitutions for any of the above three UVU undergraduate courses would need to be pre-approved by the Academic Director of the MFPA program. 

Application Process

Baccalaureate degree holders with both business and non-business majors may apply. Deadlines and current application requirements are posted on the website, . Applicants must submit all of the following to the Woodbury School of Business:

Application – Complete online at  and pay the $45 application fee. After submitting the application fee, applicants will access their account and select Supplemental Items to complete the additional requirements listed below.

  • Recommendations - List the name and email address of three individuals who will be sent a link to submit their recommendation.
  • Essays - Submit responses for two essay questions of 400 words each
  • Resume - Attach current resume which highlights educational background and professional work experience.
  • College Transcripts - After the application fee has been paid, request official transcripts to be sent to . Transcripts will be evaluated based on cumulative GPA or last 60 semester credits.

Application Deadlines

Submit your online application in accordance with the application requirements by one of the following review deadlines:

Fall 2019 Priority review deadline is April 30, 2019

After the priority review deadline, we will review applications according to the following deadlines:

1st Review: June 1, 2019

2nd Review: July 1, 2019

Please note that beyond the stated deadlines above, applications will be accepted on a rolling basis until the Fall 2019 program is full. However, we cannot not guarantee there will be spots available after the priority review deadline. It is always best to apply earlier rather than later.


If an applicant is not admitted, he/she may reapply again at a later time. All current admission requirements at the time of application must be met.

Satisfactory Progress

Continuation in the Master of Financial Planning and Analytics program is determined by: (1) satisfactory progress (C or higher) in all courses (completed courses with a grade lower than a C must be repeated) and (2) faculty committee chair and the graduate admission and retention committee recommendation.

Academic Probation

A student can be recommended for academic probation for the following reason(s): (1) Failure to meet the scholarship requirements of the Graduate Program of an overall GPA of 3.00 (on a 4.00 scale) or higher, with no individual course grade lower than C; (2) Failure to complete prescribed courses; and/or (3) Failure to adhere to University student rights and responsibilities standards.

Dismissal from the Program

A student can be dismissed from the Master of Financial Planning and Analytics program for the following reason(s):

  1. Academic dishonesty;
  2. Continued failure to meet academic standards; and/or
  3. Continued failure to adhere to University student rights and responsibilities standards.
2019-20 Master of Financial Planning and Analytics --Tuition and Fee Schedule
Resident     Non-Resident 
Credit Hours Tuition Fees Total   Credit Hours  Tuition  Fees  Total
1 $510 $35 $545   $1,238 $35 $1,273
2 $1,020 $70 $1,090   $2,476 $70 $2,546
3 $1,530 $105 $1,635   $3,714 $105 $3,819
4 $2,040 $140 $2,180   $4,952 $140 $5,092
5 $2,550 $175 $2,725   $6,190 $175 $6,365
6 $3,060 $210 $3,270   $7,428 $210 $7,638
7 $3,570 $245 $3,815   $8,666 $245 $8,911
8 $4,080 $280 $4,360   $9,904 $280 $10,184
9 $4,590 $315 $4,905   $11,142 $315 $11,457
10 $5,100 $350 $5,450   10  $12,380 $350 $12,730
11 $5,610 $350 $5,960   11  $13,618 $350 $13,968
12 $6,120 $350 $6,470   12  $14,856 $350 $15,206
13 $6,630 $350 $6,980   13  $16,094 $350 $16,444
14 $7,140 $350 $7,490   14  $17,332 $350 $17,682
15 $7,650 $350 $8,000   15  $18,570 $350 $18,920
16 $8,160 $350 $8,510   16  $19,808 $350 $20,158
17 $8,670 $350 $9,020   17  $21,046 $350 $21,396
18 $9,180 $350 $9,530   18  $22,284 $350 $22,634
19 $9,690 $350 $10,040   19  $23,522 $350 $23,872
20 $10,200 $350 $10,550   20  $24,760 $350 $25,110



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