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The M.S. in Financial Planning and Wealth Management program is designed to provide graduate-level finance training to individuals with either career experience in finance or an undergraduate degree in finance / related field.

The program is available on under Plan B (without thesis), and the program of study is determined in consultation with, and with the approval of, the program director at the time of enrollment. The program commences at the beginning of the fall semester and ends at the completion of the spring semester.

Degree Requirements

A total of 30 Credits are required for the degree. All students must meet the requirements specified below:

  1. Maintain a grade-point average of 3.00 each semester as well as a minimum cumulative grade-point average of 3.0.
  2. Complete each of the following courses in the core curriculum (18 credits):
    • FI 801: Managerial Finance
    • FI 830: Introduction to Financial Planning and Wealth Management
    • FI 832: Principles of Insurance and Risk Management
    • FI 836: Estate and Income Tax Planning
    • FI 838: Advanced Financial Planning and Wealth Management
    • FI 850/851: Introduction to Investments I and II
  3. Complete 12 credits in elective courses approved by the program director. These credits can be earned in finance courses or in courses in related disciplines including economics, statistics, or mathematics. At least 9 of these 12 credits must be earned in courses at the 800 level or higher.

Students who have not completed equivalents of MTH 124: Survey of Calculus I and STT 315: Introductory Probability and Statistics for Business must take appropriate remedial math coursework before they may begin the program.

Flexibility in the choice of courses is the key characteristic of the M.S. in Financial Planning and Wealth Management program. Subject to certain broad guidelines, each student’s program of study is developed to further the student’s chosen professional objectives and to build on the student’s prior academic background.

The curriculum covers a variety of topics important to financial planners including traditional planning topics along with relationship development and building skills.

An example of a set of courses completing the M.S. degree with the full 30 credits is as follows:

Fall Semester

  • FI 801: Managerial Finance (3 credits)
  • FI 830: Introduction to Financial Planning and Wealth Management (3 credits)
  • FI 832: Principles of Insurance and Risk Management (3 credits)
  • FI 836: Estate and Income Tax Planning (3 credits)
  • Business Communications (3 credits)

Spring Semester

  • FI 850/851: Introduction to Investments (3 credits)
  • FI 838: Advanced Financial Planning and Wealth Management (3 credits)
  • FI 852/855: Financial Derivatives (3 credits)
  • FI 891: Behavioral Finance (3 credits)
  • FI 891: Relationship Selling (3 credits)

Examples of Available Courses

  • FI 891: Deep Learning and Neural Networks in Finance (3 credits)
  • FI 891: Quantitative Risk Management (3 credits)
  • FI 857: Security Analysis and Portfolio Management (3 credits)

Finance Graduate Course Descriptions