The personal financial planning major is a general course of study, emphasizing the traditional areas of financial planning and integrating the CFP Certification Professional Education Program courses. The personal financial planning major requires completion of 39 semester hours of credit (13 courses) with an overall grade-point average of 3.0 (B) on a 4.0 scale.
Required Courses - Personal Financial Planning Major COM 500 Communication & Research Techniques for Master's Students PFP 510 Financial Planning Process & Risk Management PFP 511 Insurance PFP 512 Investment Planning PFP 513 Income Tax Planning PFP 514 Retirement Planning PFP 515 Estate Planning (Part I) PFP 516 Estate Planning (Part II) PFP 570 Pre-retirement Financial Planning Topics PFP 550 Portfolio Management for Personal Financial Planners PFP 560 Tax Planning for the Highly Compensated PFP 580 Issues and Cases in Estate Planning PFP 650 Personal Financial Planning: An Integrated Case Study (Capstone) Electives - Personal Financial Planning Major ACC 510 Financial Statement Analysis PFP 551 Investment Analysis PFP 572 Qualified Retirement Plan Topics PFP 581 Estate Planning for Retirement Benefits PFP 590 Women & Financial Planning ECO 510 Money & Banking ECO 551 Global Economics FIN 560 Public Finance FIN 561 Technical Analysis
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The M.S.F. degree offers advanced financial education that builds on a foundation of business, economics, and quantitative skills. The program is designed to offer a strong conceptual understanding of finance to develop the student’s analytical and critical thinking abilities. This major emphasizes technical competence, application of financial tools to decision-making, value creation for stakeholders, and professional responsibility and ethics. You are required to complete 36-48 semester hours of credit (12-16 courses) with an overall grade-point average of 3.0 (B) on a 4.0 scale.
Foundation Courses - M.S.F. ECO 500 Economics MAT 550 Statistical Techniques in Business and Economics FIN 500 Financial Management ACC 500 Accounting Required Courses - M.S.F. COM 500 Communication & Research Techniques for Master's Students FIN 510 Investment Management ECO 510 Money and Banking FIN 511 Global Finance FIN 550 Financial Decision Making FIN 552 Corporate Finance ACC 510 Financial Statement Analysis ETH 550 Business Ethics FIN 600 Case Studies in Finance FIN 650 orFIN 651 Individual Thesis (Capstone) or Literature Research Thesis (Capstone) Electives (Select Two) - M.S.F. ECO 550 Managerial Economics ECO 551 Global Economics FIN 541 Derivatives FIN 560 Public Finance FIN 561 Technical Analysis
The financial analysis major focuses on investment techniques and strategies that students can immediately put to use, and incorporates the CFA Institute Body of Knowledge. The in-depth investment knowledge is presented via real-world situations and case scenarios that students are able to translate and put to use in the situations they may face with clients. You are required to complete 39 semester hours of credit (13 courses) with an overall grade-point average of 3.0 (B) on a 4.0 scale.
Foundation Course - M.S.F., Financial Analysis Major ACC 500 Accounting Required Courses - M.S.F., Financial Analysis Major Level I FIN 520 Quantitative Analysis ACC 510 Financial Statement Analysis FIN 521 Economics & Derivatives FIN 522 Equity & Debt Management Level II FIN 540 Advanced Financial Statement Analysis and Economics FIN 541 Derivatives FIN 542 Analysis of Equity Investments FIN 543 Analysis of Debt Investments Level III FIN 580 Managing Equity Investments FIN 581 Managing Debt Investments and Quantitative Analysis FIN 610 Advanced Portfolio Management Capstone FIN 641 Financial Analysis: An Integrative Capstone Project Authorized Electives - M.S.F., Financial Analysis Major ECO 510 Money & Banking ECO 551 Global Economics FIN 511 Global Finance FIN 550 Financial Decision Making FIN 552 Corporate Finance FIN 561 Technical Analysis FIN 600 Case Studies in Finance