MBA in Financial Planning

Financial planning refers to the process of managing personal finance for individuals and families.  It covers personal budgets, income and expenses, personal taxation, insurance, real estate, investments, estate planning and retirement planning.  The role of a financial planner is to evaluate one’s financial condition, objectives, constraints and obligations with both short-term and long-term perspectives.  The financial plan must be flexible and prepared for the sole benefit of the client and heirs.  Ethics are paramount in the field of financial planning.

For those interested in professional certification, students who graduate from JIU with an MBA in Financial Planning are eligible under the education requirement of the American Academy of Financial Management™ (AAFM™) for the Chartered Asset Manager CAM™ or the Chartered Wealth Manager CWM™ credentials.  Click here to learn more.

Degree Learning Objectives:

 

• Problem-solve issues resulting from analyses of corporate finances, as well as their control mechanisms, and planning policies/processes 

• Use the investment and portfolio management tools employed by professional money managers 

• Develop a financial plan based on financial condition, objectives, constraints, and special considerations 

• Demonstrate a thorough knowledge of a client’s financial needs

• Develop foundational business knowledge and skills through the core courses

Who Should Enroll: 

 

The Financial Planning program is designed for students seeking to enter or further their career as a financial planner or investment advisor.  Students will be exposed to key elements of financial planning including estate planning, investments, taxation, real estate, and insurance. 

HOW TO APPLY:

Your course sequence will be determined in cooperation with your academic advisor.

CURRICULUM
1 Orientation Course - no costNo Credit
6 Business Administration Courses18 Credits
1 Elective3 Credits
4 Specialization Courses12 Credits
1 Capstone Course3 Credits
TOTAL Required for Graduation
36 Credit Hours
1 Orientation Course - no costNo Credit
JIU101 Orientation - Successful Online Learning
6 Business Administration Courses18 Credits
BC607 Leading from a Global Perspective
ETH501 Making Ethical Management Decisions
MBA502 Economics and Competitive Strategies
MBA503 Managerial Accounting
MBA504 Financial Management
MBA505 Marketing Management
1 Elective3 Credits

Select from one of 13 Specializations or General Studies

4 Specialization Courses12 Credits
FIN601 Personal Financial Planning
FIN602 Retirement Planning
MBA591 Corporate Finance
MBA593 Investment and Portfolio Management
1 Capstone Course3 Credits
MBA580 Capstone

Transfer credit is available for applicable courses.