Graduate Home

 


MS Programs: Financial Planning

 

According to an article in Newsweek, there is an immediate need for 50,000 financial planners to help the baby boomer generation protect and grow their financial assets in retirement. Take advantage of this need and prepare yourself for an exciting career in the world of personal finance through the only master’s-level financial planning program in New England.

The Master of Science in Financial Planning (MSFP) program at Bentley enhances careers in personal financial planning, income tax and [read more] estate planning, retirement planning, law, investments, insurance, employee benefits, human resources and banking. Courses are taught by working professionals who understand how classroom lessons translate into real-world opportunities.

Students in the MSFP program learn to help individuals achieve their financial goals through proper planning and wealth management. Through the Hughey Center for Financial Services and other high-tech facilities at Bentley, students use the latest technology and software to capitalize on the information-rich financial planning environment. Moreover, the program stresses ethical responsibility as a critical part of the financial planning profession.

The MSFP offers tremendous flexibility. Students can take courses full time or part time, on campus, online, or in any combination that works for them. Distance-learning and on-campus students take part in the same high-caliber lectures, at the same time, and are able to interact with the professor and classmates. Class sessions are recorded and available for playback on campus, in the office, or at home.

The MSFP program is registered with the Certified Financial Planner Board of Standards and provides the requisite education to sit for the CFP® Certification Examination. In addition, for students with the appropriate academic background, the program satisfies the fifth-year academic requirement to become a licensed CPA in many states, including Massachusetts.

Detailed MSFP curriculum overview with course descriptions.

Required Courses
Five Courses (15 credit hours)

FP 600
Professional Financial Planning Practice
FP 601
Investments and Capital Accumulation
FP 610
Benefits, Compensation and Retirement
FP 620
Trusts, Gifts and Estates
TX 601
Federal Taxation of Income

 

Elective Courses
Select five courses (15 credit hours)

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
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

 


UP-TO-THE-MINUTE FINANCIAL PLANNING NEWS

 

 

 

 

Inside The MSFP

VIDEOS

Program Overview

Student Perspective

Trading Room

FACULTY PROFILES

Law, Tax & Financial Planning

MSFP in the NEWS

Bentley lecturer Steve Weisman offers advice for protecting your 401K and IRA on New England Cable News. (4/09)

More

Contact

Jack Lynch
jlynch@bentley.edu