Woodbury School of Business

• Dean: Norman S. Wright
• Office: WB 128b
• Telephone: 801-863-8260
• Email:  norman.wright@uvu.edu

• Program Director: Terrance Martin
• Office: WB 203f
• Telephone: 801-863-5682
• Email:  Terrance.Martin@uvu.edu

• Admissions Coordinator: Silvia Lobendahn
• Office: WB 120
• Telephone: 801-863-7296
• Email:   LOBENDSI@uvu.edu

• Adminstrative Support: Amber Reid
• Office: WB 120
• Telephone: 801-863-8990
• Email:   amber.reid@uvu.edu

• Academic Advisor: Tracey Wilson
• Office: WB 132a
• Telephone: 801-863-8314
• Email:   Tracey.Wilson@uvu.edu

Program Description

For information about the Masters of Financial Planning and Analytics (MFPA) program, please access our website at www.uvu.edu/mfpa  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.

CFP PREREQUISITE COURSES

* 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,  www.uvu.edu/mfpa . Applicants must submit all of the following to the Woodbury School of Business:

Application – Complete online at  www.uvu.edu/mfpa  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  etranscriptr@uvu.edu . 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.

Reapplication

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.