Personal Financial Planning Executive Program
The hybrid-style delivery of this master's degree will meet the needs of practicing financial service professionals. Available to Associates of Fidelity Investments on the Westlake campus. With the strategic selection of electives, students can also earn a graduate certificate in Charitable Financial Planning.
Students will spend four weekends per semester at the Fidelity Westlake campus for 5 semesters. Classes meet Friday evenings and on Saturday. The top educators and practitioners in the country will develop students' knowledge and expertise.
The MS degree requires 36 hours of curriculum in topics required for CFP Board-Registered financial planning programs as well as unique electives in charitable giving, behavioral finance, life-centered planning, technology, and more.
Studying with other professionals and world-class faculty allows for more in-depth topic coverage than in typical financial planning programs.
Who Should Apply?
This hybrid-education program is designed for financial service professionals who are ready to take the next step in building their human capital by learning from award-winning faculty with years of professional experience and by studying with highly motivated colleagues.