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
FIN 6210	Retirement Planning (3)
FIN 6260	Estate Planning (3)
FIN 6300	Income Tax Planning (3)
FIN 6800	PFP Capstone (3)
FIN 6700	CFP Exam Preparation (3)
Analytic Track
FIN 6160	International Financial Management (3)
FIN 6250	Retirement Income Planning (3)
FIN 657R	Special Topics in Financial Planning (3)
FIN 6810	CFA Exam Preparation (3)
Complete one of the following electives for the Analytics Track:
FIN 6180	Asset Protection and Trust Planning (3)
FIN 6270	Wealth Management (3)
FIN 6400	Client Relationships Management (3)
FIN 6450	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.