Coursework

Coursework

The Master of Financial Planning and Analytics program offers three academic tracks that point to separate career paths in the financial services industry.

Each student in the MSF program will take the core courses along with elective course from one, or more of the following program tracks:

MSF Program

30 Total Credits

15 Core Credits + 15 Track Credits = 30 Total Credits

MSF Core Courses

15 Total Credits (All students must complete)
Course Prefix and Number Title Credit Hours
FIN 6130 Financial Statement Analysis and Modeling 3
FIN 6170 Investment Analysis and Portfolio Analysis 3
FIN 6340 Analytics and Advanced Statistics 3
FIN 6820 Research Methods 3
FIN 6840 Behavioral Finance Seminar 3

 

Wealth Management (CFP®) Track

15 Total Credits

Course Prefix and Number Title Credit Hours
FIN 6060 Financial Planning for Professionals 3
FIN 6210 Retirement Planning 3
FIN 6260 Estate Planning 3
FIN 6300 Income Tax Planning 3
FIN 6800 PFP Capstone 3

Investment & Wealth Portfolio (CFA®) Track

15 Total Credits

Course Prefix and Number Title Credit Hours
FIN 6510 CFA I Investment Products  3
FIN 6520 CFA I Financial Markets  3
FIN 6810 CFA Exam Preparation  3
     
Additional elective courses  (SELECT 2 - in addition to FIN 6510, 6520, 6810):  
FIN 6160 International Financial Management 3
FIN 6350 Retirement Income Planning 3
FIN 6370 Wealth Management  3
FIN 6380 Advanced Estate Planning and Asset Protection  3
FIN 6390 Financial Technology  3
FIN 6400 Managing Client Relationships  3
FIN 6450 Planning for Financial Planning Business Owners  3
FIN 6700 CFP Exam Preparation  3
FIN 679R Special Topics in Finance  3
FIN 689R Internship (undefined) 3
FIN 690R Independent Study  3

Financial Analysis (General Finance) Track

15 Total Credits  (SELECT 5 - in addition to your core requirements)

Course Prefix and Number Title Credit Hours
FIN 6160 International Financial Management 3
FIN 6350 Retirement Income Planning 3
FIN 6370 Wealth Management  3
FIN 6380 Advanced Estate Planning and Asset Protection  3
FIN 6390 Financial Technology  3
FIN 6400 Managing Client Relationships  3
FIN 6450 Planning for Financial Planning Business Owners  3
FIN 6700 CFP Exam Preparation  3
FIN 679R Special Topics in Finance  3
FIN 689R Internship (undefined) 3
FIN 690R Independent Study  3

GRADUATION INFORMATION

In order to graduate with a Master of Financial Planning and Analytics degree, students must do the following:

  • Complete 36 credits of approved credits with no grade lower than a "C".
  • Earn a 3.0 or higher, grade point average in the graduate program.
  • Apply for graduation by the dates posted at Graduation Page.
  • Gain final approval for graduation from the MSF Graduate Committee of the Woodbury School of Business.
  • Complete all other program and university requirements.

GRADUATE EXAM INFORMATION

At the discretion of the MSF admissions committee, there is no graduate exam required at this time.

However, they reserve the right to reinstitute a graduate exam as a program requirement in the future.