Master of Science in Financial Analysis

Program Overview

The Master of Science in Financial Analysis at the College for Financial Planning is dedicated to the advanced study of financial analysis and to developing financial analysis professionals through higher learning and quality student experiences, focusing on critical thinking, ethics, and lifelong learning.

The program will develop students’ skills as highly competent financial analysis professionals. Students will demonstrate this via mastery of the learning objectives within the program. Instructors will use a variety of assessment strategies to develop student competencies in financial analysis. Through a combination of theory and practice, students will study:

  • economic analysis utilized in investment decision making
  • financial statement analysis
  • quantitative methods and analysis beneficial to financial analysis
  • the investment environment including financial markets, institutions, and the investing process
  • corporate finance
  • security analysis and valuation
  • alternative investments, derivatives, and risk management
  • advanced portfolio management
  • professional standards and ethics in the investments industry

As students concurrently earn a master’s degree dedicated to the advanced study of financial analysis, each course was created with the goal of preparing students to have a deep understanding of financial analysis that is required to sit for the CFA exam. Upon successful completion of the program, graduates will gain important knowledge and skills and will be well positioned for the field of financial analysis.

Program Learning Objectives

Graduates should be able to:

  • Know: Identify appropriate tools, techniques, and fiduciary responsibilities used in financial analysis in complex situations for firms and institutional and individual clients.
  • Apply: Apply accounting, economic, and quantitative methods and analyses in financial analysis used in various client-based scenarios and situations.
  • Relate: Relate the practice of portfolio management according to ethical standards.
  • Critical Analysis and Evaluation: Synthesize a sophisticated level of critical evaluation and analysis to financial analysis scenarios and apply advanced techniques in security analysis, asset allocation, and portfolio management for a firm and/or client.
  • Communicate: Prepare comprehensive written reports and effective presentations of financial analysis.
  • Professional Practice: Employ ethical and professional standards when making financial analysis and recommendations, abiding by regulatory and legal guidelines.
  • Lifelong Learning: Engage with the CFA Institute in being contemporary and adopting changes in the financial analysis industry, including related standards and regulations.
  • Discovery: Engage in learning and adopting new thinking in financial analysis including such areas as valuation, corporate performance, and portfolio management as it may apply to contributing to a firm and/or advising clients on complex financial analysis situations.

Program Curriculum

You must complete 30 semester credits with a minimum 3.00 grade point average to graduate from the program.



ACCT545: Financial Statement Analysis


ACCT550: Advanced Financial Statement Analysis


ECON535: Economics for Financial Analysis


FINA515: The Financial System, Markets, and Instruments


FINA525: Quantitative Methods


FINA565: Security Analysis and Valuation


FINA575: Corporate Finance


FINA585: Derivatives and Alternative Investments


FINA595: Portfolio Management


FINA650: Financial Analysis Capstone