Master's Program Overview

Program Overview


The Master's degree in Personal Financial Planning is registered by the Certified Financial Planner Board of Standards, Inc. (CFP Board). Courses include insurance and risk management, investments and wealth management, tax, retirement, and estate planning, and a financial planning capstone.  The MS in Personal Financial Planning does not require a Master's thesis.

Dual-Degree Programs

In addition to the MS in Personal Financial Planning, there are dual-degree programs with the School of Law and the Rawls College of Business.  These include MS PFP/JD, MS PFP/MBA, and MS PFP/MS Finance dual-degree programs.

Special Facilities 

Facilities include a first class computer facility for students and access to a wide variety of software used in the financial planning profession. Software provides for computer aided financial planning, investment and other product analysis, and client relationship management.

M.S. Admission Criteria

Admission to a graduate program in the Division of Personal Financial Planning is based on a review of information submitted. No single criterion is used. Credentials are evaluated according to the following criteria:

• GPA from undergraduate degree program,
• TOEFL scores (international students only),
• Undergraduate degree from an accredited institution,
• Copies of official transcripts,
• Three letters of recommendation,
• Dual-degrees require the appropriate advanced placement exams (GMAT, LSAT),
• At this time the Masters of Science in Personal Financial Planning Degree does not require an advanced placement exam.

Applicant's career goals in relation to those of the departmental graduate programs as indicated by:

• Applicant's career objectives,
• Telephone and/or on-campus interview.
  

Unique contribution as evidenced in applicant's resume or vita:

• Special accomplishments in industry or academic pursuits,
• Leadership experience and potential,
• Other unique life experiences relevant to the pursuit of a graduate degree.

To apply to graduate programs in Personal Financial Planning, please apply to The Graduate School and complete the forms listed under "Master's Application Forms". For more details on how to apply for admission and scholarship opportunities, see the "Graduate Application Process".  Please also fill out the form located at "Information for Prospective Students"

TA Opportunity

Periodically Master's students have opportunities in working as (1) teaching assistants for PFP undergraduate classes or (2) research assistants for faculty research projects.

For further information:


Concerning admission procedures and requirements, financial aid, and program requirements, please contact us.