Coursework

The Master of Financial Planning and Analytics program offers two 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

MFPA Program

36 Total Credits

21 Core Credits + 15 Track Credits = 36 Total Credits

MFPA Core Courses

21 Total Credits (All students must complete)
Course Prefix and Number Title Credit Hours
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

 

CFP® Track Courses

15 Total Credits

Course Prefix and Number Title Credit Hours
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

 

CFA® Track Courses

15 Total Credits

Course Prefix and Number Title Credit Hours
FIN 6160 International Financial Management 3
FIN 6260 Estate Planning 3
FIN 6250 Retirement Income Planning 3
FIN 657R Special Topics in Financial Planning 3
FIN 6270 Wealth Management 3
FIN 6810 CFA Exam Preparation 3

 

CFA® Track Elective Courses

Complete one of the following electives for the Analytical Track

Course Prefix and Number Title Credit Hours
FIN 6180 Asset Protection and Trust Planning 3
FIN 6270 Wealth Management 3
FIN 6400 Client Relationships Management 3
FIN 6450 Planning for PFP Business Owners 3

Course Schedule

The following is a tentative course schedule to help you plan your program. 

Program Schedule

  • Six semesters (Fall/Spring/Summer) – Fall start
  • Afternoon and evening classes with a hybrid approach

Please note that this schedule is subject to change.