MBA In Financial Planning



The Master of Business Administration in Financial Planning is designed specifically for the student interested in earning an MBA in addition to acquiring the Graduate Certificate in Financial Planning. Our Graduate Certificate in Financial Planning is a curriculum approved by the Certified Financial Planners Board. Earning an MBA in Financial Planning from Cleary University, along with a graduate certificate in financial planning, also fulfills the Certified Financial Planners Board’s requirements with the additional benefits commensurate with a graduate degree. The MBA in Financial Planning consists of thirteen courses designed to provide students with the analytical abilities, communication skills, and technical competence that will enable them to serve the public in a complex and changing business environment. Overall, this degree prepares candidates for CFP® certification with a balance of personal finance and management skills.

	Students complete six courses in financial planning, including: General Principles of Financial Planning, Investment Planning, Insurance and Risk Management, Retirement and Employee Benefits Planning, Income Tax Planning, and Estate Planning. These courses are taken online and are designed to assist students in acquiring the necessary competency to prepare for the CFP® exam. Students who successfully complete the six financial planning course series will receive a Certificate in Financial Planning from Cleary University. The remaining seven courses are taken in other business areas and are offered online. (Some courses may also be available in a lecture format). These courses include Managerial Economics, Law and Ethics, Financial Accounting, Quantitative Managerial Analysis, Organizational Behavior and Theory, Strategic Marketing Management, and a CFP® Exam preparation course. Education in these business areas enables CFP® candidates to understand the concepts, processes, and institutions involved in the production and marketing of goods and services, as well as in the financing of a business and other forms of organization. The Certificate in Financial Planning, the core, and the project course comprise the MBA Financial Planning degree. All MBA students will participate in an online orientation course which is available one week prior to the start of the term. This course will provide information regarding services, academic policies, the course management system, and to prepare students for academic success in the program. Qualified MBA students with recent graduate credits may receive up to twelve quarter credit hours (three classes) of transfer credit from a regionally accredited institution from a Certified Financial Planner Board of Standards approved financial planning program. Course Requirements

• Evaluate the risk and insurance needs of a client • Develop an investment portfolio for a client based on risk return • Compare and contrast different employee benefits options • Forecast the retirement needs of a client • Incorporate effective tax strategies for clients • Prescribe estate planning strategies for clients • Construct a financial plan based on the client’s needs • Write and present effectively a financial plan to clients • Practice financial planning with integrity

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