MBA for Financial Planning Professionals

This MBA program is specifically designed for financial planners with an active CFP® license. With just eight courses you can earn your MBA degree and accelerate your career.

Join Us for Our Next Event

Financial Planning Online Information Session
Tuesday, Dec. 3, 2024 at 1:30 - 2:30 pm

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Quick Facts

Program Units
24 (8 courses)		 Average Duration
10-12 months
Flexibility
Fully online with a full-time or part-time course load 
Course Availability
Year-round in five 8-week terms
Locations
  • Online
Program Costs

Scholarships

Veteran's Benefitsyb

Want to learn more?

Let us know you're interested and we'll reach out to answer your questions. You'll also receive more information about the program and your financial aid options.

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Choose Your Track

Track 1

MBA + Eligibility for the CFP® Exam

Offers an MBA in Financial Planning and preparation for your CFP certificate. Recruiters and prospective employers recognize CFP certification as the most desired designation in this growing field.

Track 2

MBA with advanced courses

Already have your CFP? Track 2 replaces foundation-level financial planning courses with both advanced-level courses and interdisciplinary studies.

Certificate Option

Eligibility to sit for the CFP® Exam only

Eligibility to sit for the CFP® Exam only; designed exclusively for professionals who have a business-related professional degree or significant experience in the financial planning field.

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Our Reputation

  • Accredited by the Western Association of Schools and Colleges (WASC) and the Accreditation Council for Business Schools and Programs (ACBSP).
  • Ranked #12 for Best Regional Universities in the West by the U.S. News & World Report in 2024
  • USDLA-award-winning online classes
  • Listed as one of the Top Schools in Financial Planning Magazine

Online Courses

Online courses are offered year-round in five, 8-week terms. The accelerated format of the program allows a student to complete the program in less than one year, if desired.

Students and faculty meet in live virtual learning environments designed for collaboration with audio, video, application sharing, and group break-out rooms.

Classes are capped at 20 students.

Community Engagement

The School of Management hosts a series of popular events throughout the year where students can interact with business and community leaders.

Events include the Entrepreneur Speaker Series, PRiME Competition, New Venture Competition, ACG Cup, Drinks with the Dean, and more.

Featured photo for Kelly Erickson

I enrolled to advance my knowledge in the financial services industry because I fell in love with working one-on-one with my clients and becoming their trusted financial resource. Having a CFP® certification and MBA in Personal financial Planning really helps the client respect you.

Kelly Erickson
Wealth Advisory, Partners Federal Credit Union of the Walt Disney Company

 

 

The CFP® Board is a nonprofit professional regulatory organization that requires education, ethics requirements, examination, and experience for CERTIFIED FINANCIAL PLANNER® certificants. Along with completing the financial planning coursework and passing the CFP® Certification Examination, the CFP® Board also requires successful CFP® certificants to have financial planning-related work experience and adhere to their Code of Ethics and Professional Responsibility.

The MBA and Certificate program in Financial Planning is registered by the Certified Financial Planner Board of Standards Inc. (CFP Board) in Washington DC. Candidates who plan to sit for the CFP Certification Examination must successfully complete a CFP Board-Registered Program.

The MBA and Certificate program in Financial Planning is registered by the AFCPE® Registered Education Program in Westerville, OH. Candidates who plan to sit for the AFC® Certification Examination must successfully complete a AFCPE® Registered Education Program.

 

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