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MBA Programs

Financial Planning Concentration

Provides the requisite background for helping individuals achieve their financial goals through proper planning and wealth management. Students gain a thorough grounding in decision-making related to investments, income taxes, and estate planning. Courses are taught by working professionals who understand how classroom lessons translate into real-world opportunities.



Required Courses

FP 600

Professional Financial Planning Practice

FP 601

Investments and Capital Accumulation

FP 620

Trusts, Gifts and Estates

Elective Courses--Select one

FP 610

Benefits, Compensation and Retirement

FP 700

Investment Vehicles

FP 701

Portfolio Management

FP 703

Marriage, Separation and Divorce

FP 704

Financial Planning for Non-Traditional Families

FP 705

Elder Planning Techniques

FP 706

Psychology in Financial Planning

FP 710

Insurance and Wealth Preservation Planning Techniques

FP 720

Charitable and Estate Planning Techniques

FP 755

Special Topics Seminar in Financial Planning

FP 781

Internship in Financial Planning Practice

ID 790

International Short-Term Program*
*Needs approval from Concentration Coordinator. If approved, the course paper must be focused in the area of the concentration.

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