Program Description

MBA in Financial Planning

Curricula and rigorous coursework reflect a multidisciplinary approach to this specialized financial planner degree that prepares students to serve their future clients by integrating formal education, research and analysis, with experience and ethics. Challenging courses focus on students’ personal and professional long-term success, and give students the key advantage of preparation for the CFP Certification Examination.

The online MBA and Financial Planner degree are offered year round in five 8-week terms. For busy professionals seeking to advance their careers through the acquisition of knowledge, a credential or degree, the online program is ideal in terms of convenience and scheduling flexibility. The accelerated format of the program allows a student to complete the program in less than two years if desired.

The MBA degree in Financial Planning requires students to attend a program comprised of 16 courses totaling 48 credits: eight MBA general courses, followed by eight MBA financial planning courses, including a capstone course. The capstone course must be taken as the last course in the program.

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Certificate in Financial Planning

In addition to the MBA-FP program, CLU offers a certificate-only program for candidates who wish to work towards the CFP certification in a graduate studies framework. The certificate program is designed exclusively for professionals who have an MBA or other business-related professional degree, e.g. JD, CPA, or those with significant experience in the financial planning field.

In order to be eligible for the certificate program, students must have a Bachelors degree from a regionally accredited U.S. institution (or equivalent coursework). Admissions criteria are streamlined for those students wishing to pursue the certificate program. Students in this program must successfully complete the eight financial planning courses listed above in order to be eligible to sit for the CFP Certification Examination.

  • Eligibility to sit for the CFP Certification Examination
  • Accredited by the Western Schools of Schools and Colleges
  • Keep pace with growing market demand and stay ahead in an increasingly complex career field
  • Financial planner courses have a financial services focus & dedication
  • Nationally known professors and tenured faculty
  • Accelerated course format; flexible and convenient schedule
  • Especially suitable for busy financial professionals
  • Access to a dedicated financial planning online library

Our program is registered by Certified Financial Planner Board of Standards Inc. (CFP Board) in Denver, Colorado. Candidates who plan to sit for the CFP Certification Examination must successfully complete a CFP Board-Registered Program. CLU's program is the only CFP Board-Registered Program which offers an online MBA in Financial Planning geared completely towards financial services professionals.