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Edward's University does not certify individuals
to use the CFP®,
CERTIFIED FINANCIAL PLANNER®, and
CFP (with flame logo)® marks. CFP certification
is granted only by the Certified Financial Planner
Board of Standards to those persons who, in addition
to completing and educational requirement such
as this CFP Board-Registered Program, have met
its ethics, experience and examination requirements.
CFP®,
CERTIFIED FINANCIAL PLANNER®
and CFP (with flame logo)®marks are certification
marks owned by the Certified Financial Planner
Board of Standards, Inc. These marks are awarded
to individuals who successfully complete the
CFP Board's initial and ongoing certification
requirements. |
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MBA
Concentration:
Personal Financial Planner
Today's
rapidly changing economy has created opportunities for
unprecedented wealth through a myriad of investment
opportunities. However, due to the complexities surrounding
today's markets and investment vehicles, many people
are tuning to trained financial professions for guidance.
The Personal Financial Planner concentration provides
students with the academic preparation to sit for the
CFP® Certification Examination,
one of the first steps toward earning the CFP®
certification. The CFP® certification
is one of the most widely known and respected credentials
for financial planners throughout the world.
Phase
I
The
MBA program consists of 18–22 semester hours of
foundation courses in Phase I, and 36–39 semester
hours in Phases II-IV (depending upon the concentration).
After reviewing the student’s transcripts at the
time of admission, the MBA Advisor determines
the number of foundation courses a student must take.
Phase III
FINC
6314 Fundamentals of Financial Planning and
Risk Management
COURSE
DESCRIPTION
FINC 6313 Taxation for Individuals
and Managers
COURSE
DESCRIPTION
FINC 6305 Investment Planning
COURSE
DESCRIPTION
FINC 6307 Retirement Planning & Employee Benefits
COURSE
DESCRIPTION
FINC 6309 Estate Planning
COURSE
DESCRIPTION
Phase
IV
BUSI
6302 Business and Public Policy
COURSE
DESCRIPTION
FINC
6312 Finance Capstone
COURSE
DESCRIPTION
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