All students are required to meet the general university admission requirements.

Additional Documentation
Your application must include the following:

• Statement of objectives: State academic objectives, detailing previous educational and professional experience, why you are interested in the program, and how the degree will help you achieve your career goals.
• Resume/curriculum vitae
• Names and emails of three professional and/or academic references
• Unofficial transcripts from each institution attended
  • Failure to list any colleges or universities from which the applicant received a degree or enrolled in graduate coursework may result in dismissal from the university.
  • If transcripts are not in English, the applicant must furnish a translation by an appropriate authority.
  • Applicants will be asked for official transcripts after notification of admission.

Individuals who earn the personal financial planning master’s degree will meet the educational requirements for careers including:

• financial planning professional
• registered financial consultant
• registered financial associate
• certified retirement counselor
• accredited financial counselor

If you are entering this program without a CFP® designation or a time value of money course, you will be required to take PFP 624 - Fundamentals of Family Financial Planning or an equivalent course as a prerequisite.

To complete the Master of Science degree, you must complete 30 semester credit hours as per one of the following plans:

• Personal Financial Planning (18) + Financial Therapy (12)
• Personal Financial Planning (18) + Advanced Financial Planning (12)
• Financial Therapy (12) + Advanced Financial Planning (12) + Electives (6)
• Personal Financial Planning (18) + Electives (12)

Personal Financial Planning (18 credits)

• PFP 760 - Retirement Planning for Families (3 credits)
• PFP 762 - Investing for the Family’s Future I (3 credits)
• PFP 764 - Estate Planning (3 credits)
• PFP 766 - Insurance Planning for Families (3 credits)
• PFP 772 - Personal Income Taxation (3 credits)
• PFP 836 - Financial Planning Case Studies (3 credits)

Financial Therapy (12 credits)

• PFP 768 - Introduction to Financial Therapy (3 credits)
• PFP 769 - Money and Relationships (3 credits)
• PFP 770 - Applied Behavioral Finance (3 credits)
• PFP 771 - Financial Therapy Theory and Research (3 credits)

Advanced Financial Planning (12 credits)

• PFP 835 - Professional Practice Management in Personal Financial Planning (3 credits)
• PFP 860 - Advanced Retirement Planning Issues (3 credits)
• PFP 863 - Advanced Personal Income Tax Planning (3 credits)
• PFP 864 - Advanced Estate Planning Issues (3 credits)

Electives (0-12 credits)

• PFP 756 - Financial Counseling* (3 credits)
• PFP 782 - Investing for the Family's Future II (3 credits)
• PFP 808 - Research Application in Personal Financial Planning** (3 credits)
• PFP 836 - Financial Planning Case Studies (3 credits)
• CNRES 751 - Conflict Resolution: Core Skills and Strategies (3 credits)
• LEAD 801 - Foundations of Leadership (3 credits)
• Consult graduate program coordinator for other course options

*Instructor approval required.
**Recommended only for students interested in the doctoral program.