Coursework

Coursework

The Master of Financial Planning and Analytics program offers three academic tracks that point to separate career paths 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 Track (Prerequisite Required)
  • Financial Analyst Track
  • Advanced Planning Track

MFPA Program

36 Total Credits

18 Core Credits + 18 Track Credits = 36 Total Credits

MFPA Core Courses

18 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 6340 Analytics and Advanced Statistics 3

 

Personal Financial Planning Track Courses

18 Total Credits

Course Prefix and Number Title Credit Hours
FIN 6060 Financial Planning for Professionals 3
FIN 6210 Retirement Planning 3
FIN 6260 Estate Planning 3
FIN 6300 Income Tax Planning 3
FIN 6700 CFP Exam Preparation 3
FIN 6800 PFP Capstone 3

 

Financial Analyst Track Courses

18 Total Credits
Course Prefix and Number Title Credit Hours
FIN 6160 International Financial Management 3
FIN 6270 Wealth Management 3
FIN 6290 Financial Technology 3
FIN 6510 CFA I Investment Products 3
FIN 6520 CFA I Financial Markets 3
FIN 6810 CFA Exam Preparation 3

 

Advanced Planning Track Courses

18 Total Credits
Course Prefix and Number Title Credit Hours
FIN 6160 International Financial Management 3
FIN 6180 Asset Protection and Trust Planning 3
FIN 6250 Retirement Income Planning 3
FIN 6270 Wealth Management 3
FIN 6400 Client Relationships Management 3
FIN 6450 Planning for PFP Business Owners 3

GRADUATION INFORMATION

In order to graduate with a Master of Financial Planning and Analytics degree, students must do the following:

  • Complete 36 credits of approved credits with no grade lower than a "C".
  • Earn a 3.0 or higher, grade point average in the graduate program.
  • Apply for graduation by the dates posted at Graduation Page.
  • Gain final approval for graduation from the MFPA Graduate Committee of the Woodbury School of Business.
  • Complete all other program and university requirements.

GRADUATE EXAM INFORMATION

At the discretion of the MFPA admissions committee, there is no graduate exam required at this time.

However, they reserve the right to reinstitute a graduate exam as a program requirement in the future.