This two-for-one field of study prepares you for the CFP^® Certification Examination, then positions you for a master’s degree with a specialized focus. Your studies will emphasize the traditional areas of financial planning and then expand into specialized instruction.

This course of study is approved by the Certified Financial Planner Board of Standards, Inc., and satisfies the core educational requirement for the CFP^® Certification Examination.

Required Courses:

• 1hrs | COM500 Communication & Research Techniques for Master’s Students
• 3hrs | PFP510 Financial Planning Process and Risk Management
• 3hrs | PFP511 Insurance
• 3hrs | PFP512 Investment Planning
• 3hrs | PFP513 Income Tax Planning
• 3hrs | PFP514 Retirement Planning
• 3hrs | PFP515 Estate Planning (Part I)
• 3hrs | PFP516 Estate Planning (Part II)
• 3hrs | PFP550 Portfolio Management for Personal Financial Planners
• 3hrs | PFP570 Pre-retirement Financial Planning Topics

(After completing PFP 510 – PFP516, you are eligible for CFPE506, and can then sit for the CFP^® Certification Examination.) *Requirements may vary based on transfer credits.

If you currently hold the CFP^® certification or one of the College’s professional designation, you could be eligible for up to 15 hours of transfer credit. Contact us for complete details.

Custom Track Options of Study:

Once you have completed the core required classes the Master of Science Degree Program in Personal Financial Planning provides you with the ability to choose a focus that works with your own personal interests and needs.

Track A

• 3hrs | PFP560 Tax Planning for the Highly Compensated
• 5hrs | Capstone Course: PFP650 Personal Financial Planning: Integrated Case Study

Track B

• Choice of 1 Elective Course - (total of 3 hours)
• 5hrs | Thesis: PFP651 Financial Research Thesis

Track C

• Choice of 5 Elective Courses - (total of 15 hours)

Elective Choices:

• 3hrs | ACC510 Financial Statement Analysis
• 3hrs | FIN522 Equity & Debt Investments
• 3hrs | ETH550 Business Ethics
• 3hrs | ECO550 Managerial Economics
• 3hrs | PFP551 Investment Analysis
• 3hrs | PFP552 Alternative Investments
• 3hrs | PFP554 Behavioral Finance & the Psychology of Money
• 3hrs | PFP560 Tax Planning for the Highly Compensated
• 3hrs | PFP572 Qualified Retirement Plan Topics
• 3hrs | PFP574 401(k) and Other Salary Deferral Topics
• 3hrs | PFP580 Issues & Cases in Estate Planning
• 3hrs | PFP581 Estate Planning for Retirement Benefits
• 3hrs | PFP590 Women & Financial Planning
• 3hrs | ECO510 Money & Banking
• 3hrs | ECO551 Global Economics
• 3hrs | FIN511 Global Finance
• 3hrs | FIN560 Public Finance
• 3hrs | FIN561 Technical Analysis

This course of study is approved by the Certified Financial Planner Board of Standards, Inc., and satisfies the core educational requirements for the CFP^® Certification Examination.

Pricing

Application Fee	$80
1 Credit Hour Course	$350
3 Credit Hour Courses	$1050
5 Credit Hour Course	$1750

Student Loans are available

The curriculum is based on a client-centered, problem-solving method using case studies to give you a hands-on approach to the material. The College's highly qualified faculty is available via telephone or e-mail to support you in your studies.