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

Requirements

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

Department

Financial Planning and Analytics Graduate Program

The Master of Financial Planning and Analytics Graduate Program is in the Woodbury School of Business. To find the most up-to-date information on Financial Planning and Analytics Graduate Program, visit their website.

Financial Planning and Analytics Graduate Program