The graduate concentration in Financial Planning is designed to provide practical graduate education for those who wish to enhance or enter careers as accountants or other financial advisor positions.
The five (5) course curriculum is a CFP Board-Registered Program.
In addition to the MBA core and Foundation Modules (if needed), four of the the following five courses lead to the Financial Planning concentration and the Certificate in Financial Planning or choose all five if you plan to become a CFP® certificant.
| BUSGR 552 | Income Tax Planning (3) |
| BUSGR 553 | Retirement Planning & Employee Benefits (3) |
| BUSGR 554 | Estate Planning (3) |
| BUSGR 555 | Insurance Coverage & Financial Planning (3) |
| BUSGR 556 | Investment Planning (3) |
More information for Financial Planning Program...
"Certified Financial Planning Board of Standards inc. owns the marks CFP, Certified Financial PlannerTM, and CFP, which it awards to individuals who successfully complete initial and ongoing certification requirements."
Sr. Margaret Mary Hinz, R.S.M., Associate Director, Graduate Programs, Graham School of Management
