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Transform your career in a single year.

The financial advisor of tomorrow must have the financial planning knowledge, relationship management skills, and technology acumen to help people make smart choices with their financial assets. The Broad Master of Science in Financial Planning and Wealth Management program is designed to provide students with a solid understanding of the leading-edge concepts and techniques used by advisors to help individual and institutional clients.

The financial services industry is evolving rapidly; students in this program will gain the necessary skills to help meet the expanding needs of their diverse client base. As a registered CFP Program, students earning the degree will be able to take the exam upon graduation.

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.

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 (517) 884-6743.

Admission to the 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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The Master of Science in Financial Planning and Wealth Management program is designed to develop the knowledge and skills necessary to thrive in the field of financial planning and wealth management.  The program develops knowledge of the industry’s financial, accounting, taxation and regulatory environments, as well as the art of relationship management and the importance of understanding individual client differences.

The curriculum is focused on the core 6 classes that are required for the educational component of the CFP. Beyond those, the program is flexible and allows students to choose courses that will meet their specific professional needs.

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Tuition is billed in a block format and is payable in two equal installments at the beginning of each semester. Tuition for the M.S. in Financial Planning and Wealth Management program is currently $35,000 (for out-of-state students) or $30,000 (for in-state students) 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. This program is in the registration process pending final approval expected by 9/2/2021.

Build a professional network

While competitive, the M.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: (517) 884-6743