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Transform your career in a single year.

As a financial advisor, you’ll do more than crunch numbers; you will be helping people make good decisions about their future. Whether it’s managing their investment portfolio, figuring out how to control their debt, navigating the complicated tax code or maximizing retirement income, people want an expert they can trust. It’s a role that requires not only technical knowledge, but also strong people skills, like communication, relationship management, listening and being empathetic.

The Broad Master of Science in Financial Planning and Wealth Management program is designed to provide you with a solid understanding of the cutting-edge concepts and techniques you need to become that trusted advisor. You’ll gain the skills necessary to help meet the evolving needs of an increasingly diverse client base, from individuals to institutional clients like pension funds, foundations and businesses. As a registered CERTIFIED FINANCIAL PLANNER™ (CFP) Program, you’ll be able take the CFP exam upon graduation, earning you the most widely recognized designation for financial advisors.

Program Information Sheet

On Campus

30 Credits

8 Months

Designed for those aiming to be a financial advisor

  • Recent college graduates with undergraduate degrees in the social sciences, humanities, or comm arts.
  • Professionals looking to transition into the wealth management industry.
  • Experienced advisors with the drive to be leaders in the field.

Admission to the Master’s in Financial Planning and Wealth Management program is competitive and is based on the applicant’s overall record. Meeting the minimum standards does not guarantee admission.

Read more about the admission criteria, process, deadlines, and how to apply.

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Please email fpwm@broad.msu.edu with any questions regarding the Master of Science in Financial Planning and Wealth Management program at Michigan State University.

Reach the program director of the M.S. in Financial Planning and Wealth Management, Stephen Schiestel, via email at schiestel@broad.msu.edu or by phone at (810) 516-3277.

The Master of Science in Financial Planning and Wealth Management program is designed to develop the knowledge and skills necessary to thrive as a financial advisor. You’ll not only gain a strong understanding of how to analyze and recommend solutions to the many financial issues that people are faced with, but you’ll also learn the art of relationship management and how to meet the needs of a wide variety of clients.

The curriculum is focused on the core 6 classes that are required for the educational component of the CFP exam. Beyond those, the program is flexible and allows you to choose courses that will meet your unique professional goals.

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Tuition is billed in two equal installments at the beginning of each semester. Tuition for the M.S. in Financial Planning and Wealth Management program is currently $975 per credit hour and covers charges for credits and departmental fees.

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Prepare for the CFP Exam

The CFP (Certified Financial Planner) is a professional designation awarded by the CFF Board of Standards. The designation is widely recognized in the professional planning community. Our graduates are positioned to succeed on the CFP exam as the curriculum is designed to cover the 72 learning objectives required by the board. As a registered CFP Program, students earning this degree will be able to take the CFP exam upon graduation.

Build a professional network

While competitive, the Master’s in Financial Planning and Wealth Management program is also very collegial. Students work collaboratively and help one another learn. Being part of such a close-knit community can make all the difference in your educational experience.

You’ll form relationships here that not only will enhance your career opportunities but will become lifelong friendships.

Let’s get started.

For additional details on the Broad Master of Science in Financial Planning and Wealth Management program at MSU, complete our brief request form. We look forward to connecting.

Contact Information

  • M.S. in Financial Planning and Wealth Management
  • Department of Finance
  • Stephen Schiestel
  • Eppley Center
  • 645 N Shaw Ln Rm 312
  • East Lansing, MI 48824
  • Phone: (810) 516-3277