Master of Science in Financial Planning

Program Overview

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The Master of Science in Financial Planning (MSFP) from Cal Lutheran University equips students with the knowledge and skills to succeed in the financial planning profession. The program focuses on core concepts such as investment management, retirement planning, and estate planning, and prepares graduates for the CFP® Certification Exam. Delivered online with flexible scheduling, the MSFP offers a comprehensive curriculum and experienced faculty to support students in their career advancement.

Program Outline

The MSFP is designed for individuals seeking to launch or advance their careers in the financial planning and wealth management field. The program focuses on building essential financial planning and advisory skills through a combination of core and elective courses.

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Objectives:

• Equip graduates with the necessary knowledge and skills to succeed in the financial planning profession.
• Prepare students for the CFP® Certification Exam.
• Develop critical thinking, problem-solving, and ethical decision-making abilities related to financial planning.
• Foster strong communication and interpersonal skills for effective client interaction and relationship management.

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Program Description:

• The MSFP curriculum offers a comprehensive understanding of financial planning concepts, including investment management, retirement planning, estate planning, risk management, and insurance.
• Students can tailor their learning experience by selecting electives that align with their specific interests and career goals.
• The program utilizes a case-study approach, allowing students to apply theoretical knowledge to real-world scenarios.
• Graduates are well-prepared to work in various financial planning settings, including independent practices, large financial institutions, and wealth management firms.

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Outline:

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Program Content:

• Financial Planning Principles
• Investment Management
• Retirement Planning
• Estate Planning
• Risk Management
• Insurance Planning
• Tax Planning
• Ethics and Professional Responsibility

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Structure:

• Online delivery with flexible scheduling
• A total of 12 courses (36 credits)
• Core courses and elective options
• Choice of full-time or part-time study
• Year-round program starts

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Course Schedule:

• Courses are offered in 8-week modules throughout the year.
• Students can choose to take one course at a time or multiple courses simultaneously.

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Modules:

Each module focuses on a specific topic within the financial planning curriculum. Examples of modules include:

• Financial Planning Process
• Investment Analysis and Portfolio Management
• Retirement Planning Strategies
• Estate Planning Techniques
• Risk Management and Insurance Planning

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Assessment:

• A variety of assessment methods are used throughout the program, including:
• Exams
• Quizzes
• Case studies
• Projects
• Presentations

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Teaching:

• The MSFP program features experienced faculty with industry expertise and real-world experience in financial planning.
• Courses are taught using a variety of teaching methods, including:
• Lectures
• Discussions
• Case studies
• Group projects
• Online simulations
• Technology is integrated into the learning experience to enhance student engagement and understanding.

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Careers:

• Graduates of the MSFP program are prepared for various career paths in the financial planning industry, including:
• Financial Planner
• Wealth Management Advisor
• Retirement Planning Specialist
• Estate Planning Advisor
• Investment Analyst
• The program also provides a strong foundation for those interested in pursuing further professional certifications, such as the CFP® or ChFC® designations.
• Career support services are available to MSFP students and alumni, including resume and cover letter writing assistance, interview preparation, and job search guidance.

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Other:

• The MSFP program is designed to meet the educational requirements for the CFP® Certification Exam.
• Students have access to a variety of resources, including the Pearson Library, online databases, and career services.
• The program is offered online, providing flexibility for working professionals and those seeking to balance their studies with other commitments.
• The cost of the MSFP program is $19,260 for the entire program, based on 2024-2025 rates.