Program Overview

Master's in Personal Financial Planning

The online personal financial planning master's degree program is designed for driven individuals who are passionate about helping others reach their financial goals. Upon completion of this CFP Board-registered program, students will earn a master's in personal financial planning and be eligible to sit for the CFP examination.

Program Details

• The program consists of 30 credit hours.
• The estimated cost is $695.43 per credit hour.
• The program is 100% online.

Admission Requirements

All students are required to meet the general university admission requirements. Additional documentation includes:

• Statement of objectives: detailing previous educational and professional experience, why the student is interested in the program, and how the degree will help them achieve their career goals.
• Resume/curriculum vitae
• Names and emails of three professional and/or academic references
• Unofficial transcripts from each institution attended

Careers

Individuals who earn the personal financial planning master's degree will meet the educational requirements for careers including:

• Financial planning professional
• Registered financial consultant
• Registered financial associate
• Certified retirement counselor
• Accredited financial counselor

Curriculum

To complete the Master of Science degree, students must complete 30 semester credit hours as per one of the following plans:

• Personal Financial Planning (18) + Financial Therapy (12)
• Personal Financial Planning (18) + Advanced Financial Planning (12)
• Financial Therapy (12) + Advanced Financial Planning (12) + Electives (6)
• Personal Financial Planning (18) + Electives (12)

Personal Financial Planning (18 credits)

• PFP 760 - Retirement Planning for Families (3 credits)
• PFP 762 - Investing for the Family's Future I (3 credits)
• PFP 764 - Estate Planning (3 credits)
• PFP 766 - Insurance Planning for Families (3 credits)
• PFP 772 - Personal Income Taxation (3 credits)
• PFP 836 - Financial Planning Case Studies (3 credits)

Financial Therapy (12 credits)

• PFP 768 - Introduction to Financial Therapy (3 credits)
• PFP 769 - Money and Relationships (3 credits)
• PFP 770 - Applied Behavioral Finance (3 credits)
• PFP 771 - Financial Therapy Theory and Research (3 credits)

Advanced Financial Planning (12 credits)

• PFP 835 - Professional Practice Management in Personal Financial Planning (3 credits)
• PFP 860 - Advanced Retirement Planning Issues (3 credits)
• PFP 863 - Advanced Personal Income Tax Planning (3 credits)
• PFP 864 - Advanced Estate Planning Issues (3 credits)

Electives (0-12 credits)

• PFP 756 - Financial Counseling (3 credits)
• PFP 782 - Investing for the Family's Future II (3 credits)
• PFP 808 - Research Application in Personal Financial Planning (3 credits)
• PFP 836 - Financial Planning Case Studies (3 credits)
• CNRES 751 - Conflict Resolution: Core Skills and Strategies (3 credits)
• LEAD 801 - Foundations of Leadership (3 credits)

Related Programs

• Personal financial planning graduate certificate
• Personal financial planning doctorate