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The Master of Financial Planning and Analytics (MFPA) degree program prepares students for professional positions in financial planning and financial analytics. Our curriculum is also designed to help our students progress towards professional certifications, including the CERTIFIED FINANCIAL PLANNER(TM) (CFP®) certification and the Chartered Financial Analyst (CFA®)certification.
Students with foundational courses in financial planning or financial analytics can
further expand their existing knowledge by selecting relevant elective courses in new areas of study. With extensive connections to firms across the nation, we seek to provide the best graduate education
possible in financial planning and financial analytics.
Total Program Credits: 36
Matriculation Requirements: | ||
The university uses a selective admissions process for admitting students to graduate programs. Meeting minimum admissions criteria does not guarantee admission to the graduate program or to the University as a graduate student. The minimum admissions criteria include the following:
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Discipline Core: | 18 Credits | |
Complete the following Core classes | ||
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 6340 | Analytics and Advanced Statistics | 3 |
FIN 6820 | Research Methods | 3 |
FIN 6840 | Behavioral Finance Seminar | 3 |
Elective Requirements: | 18 Credits | |
Select 18 semester credit hours from the following courses | 18 | |
Students preparing to sit for the CFP(R) exam will need to complete the following elective courses: | ||
Financial Planning for Professionals (3) | ||
Retirement Planning (3) | ||
Estate Planning (3) | ||
Income Tax Planning (3) | ||
PFP Capstone (3) | ||
Students preparing to sit for the CFA(R) exam (Level 1) are strongly encouraged to take the following elective courses: | ||
CFA I Financial Markets (3) | ||
CFA I Investment Products (3) | ||
CFA Exam Preparation (3) | ||
Additional elective courses:
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CFP Exam Preparation (3) Strongly recommended to prepare for the CFP® exam |
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International Financial Management (3) | ||
Wealth Management (3) | ||
Financial Technology (3) | ||
Advanced Estate Planning and Asset Protection (3) | ||
Retirement Income Planning (3) (Can substitute for Retirement Planning for the CFP® certification) |
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Client Relationships Management (3) | ||
Planning for Financial Planning Business Owners (3) | ||
Special Topics in Finance (3) | ||
Independent Study (3) | ||
Other graduate level courses as approved by the MFPA Program Director or Advisor
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Graduation Requirements:
This Plan of Study is for full-time students.
Semester 1 | Course Title | Credit Hours |
FIN 6170 | Investment Analysis and Portfolio Analysis | 3 |
FIN 6340 | Analytic and Advance Statics | 3 |
Select two elective courses: | 6 | |
FIN 6060 | Financial Planning for Professionals | |
FIN 6300 | Income Tax Planning | |
FIN 6510 | CFA I Investment Products | |
FIN 6520 | CFA I Financial Markets | |
FIN 6380 | Advanced Estate Planning and Asset Protection | |
FIN 6450 | Planning for Business Owners | |
Credit Hours: | 12 | |
Semester 2 | Course Title | Credit Hours |
FIN 6130 | Financial Statement Analysis and Modeling | 3 |
FIN 6820 | Research Methods | 3 |
Select two elective courses: | 6 | |
FIN 6260 | Estate Planning | |
FIN 6210 | Retirement Planning | |
FIN 6810 | CFA Exam Preparation | |
FIN 6350 | Retirement Income Plan | |
FIN 6160 | International Financial Management | |
Credit Hours: | 12 | |
Semester 3 | Course Title | Credit Hours |
FIN 6140 | Regulatory Policy in Financial Services | 3 |
FIN 6840 | Behavioral Finance Seminar | 3 |
Select two elective courses: | 6 | |
FIN 6800 | Financial Planning Capstone and Case Analysis | |
FIN 6700 | CFP Exam Preparation | |
FIN 6370 | Wealth Management | |
FIN 6390 | Financial Technology | |
Credit Hours: | 12 | |
Degree total: | 36 |
The Master of Financial Planning and Analytics Graduate Program is in the Woodbury School of Business. To find the most up-to-date information, including Program Learning Outcomes for the Financial Planning and Analytics Graduate Program, visit their website.