MBA: Emphasis in Personal Financial Planning

The MBA emphasis in Personal Financial Planning is designed to deepen knowledge of financial planning and ready participants to take the CFP exam.  The MBA emphasis in Personal Financial Planning requires a total of 33 credit hours.  A student can complete this program online or on-campus.

Students will learn:

  • Apply and integrate financial planning curriculum by formulating a financial plan utilizing the six step process
  • Analyze personal financial situations, evaluate clients’ objectives, needs, and values
  • Evaluate and account for the impact of economic, political, and regulatory issues relevant for the development of a financial plan
  • Critical thinking skills and synthesis of necessary and relevant qualitative and quantitative information by utilizing CFP Board Standards

Course Requirements (33 credits):

MBA Core
MBA 771Leadership and Organizational Behavior3
MBA 775Business Policy And Managerial Action3
MBA 776Business, Ethics and Society3
BIA 762Survey of Business Intelligence and Analytics3
Personal Financial Planning Core
MBA 7523
FIN 511Retirement Planning and Employee Benefits3
FIN 512Estate Planning and Taxation3
MBA 739Tax Theory and Business Decisions3
MBA 715Investment Value and Theory3
MBA 7583
MBA Functional Core
MBA 761Marketing Management3
or MBA 765 Marketing Information for Executives
or MBA 767 Marketing Dynamics Seminar
Total Credits33