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MBA - Personal Financial Planning

For the individual who already has a CFP designation, this allows them to come back and obtain an MBA in as little as 7 courses, or about a year.

- Kevin Cabe

 

Overview

Students in the Master of Business Administration - Personal Financial Planning program design solutions and strategies for complex business problems and opportunities within the financial planning industry, evaluate personal management capabilities and design a plan for continual growth, and integrate critical analysis with financial planning disciplines. Students will synthesize ethical standards in decision making and strategy development, create appropriate communication strategies to achieve financial goals, and integrate a biblical framework that guides interactions and planning within the financial planning process.

  • Design solutions and strategies for complex business problems and opportunities within the personal financial planning industry.
  • Evaluate personal management capabilities and design a plan for continual growth.
  • Integrate critical analysis with personal financial planning disciplines to ensure organizational and client success.
  • Synthesize ethical standards in decision-making and strategy development.
  • Create appropriate communication strategies to achieve financial goals.
  • Integrate a biblical framework that guides interactions and plans within the personal financial planning process.

Relevant and Convenient

  • Cohort groups provide mutual support
  • One-time registration, no more waiting in line
  • Classes meet one night per week (Indiana) or entirely online
  • Instructors combine academic credentials with professional expertise

Fast Track for CFP Professionals

  • Program requires only 8 courses to earn the MBA for CFP Professionals
  • May be granted credit for the following courses:
    FINC-521, FINC-522, FINC-523, FINC-524, FINC-526, FINC-527

Students will be required to take FINC 528 Biblical Principles for Professional Financial Planners as a replacement for FINC 520 Foundations of Financial Planning.

Fast Track for Kingdom Advisors

  • Program only requires 7 courses to earn the MBA for Qualified Kingdom Advisors with the CFP Certification
  • May be granted credit for the following courses:
FINC-520, FINC-521, FINC-522, FINC-523, FINC-524, FINC-526, FINC-527

Full Program Option - MBA in Personal Financial Planning

  • Program requires the full 42 credit hours to earn the MBA in Personal Financial Planning

Tuition & Financial Aid

Credit Hours Tuition
42 Total $562 / credit hour

*Effective July 1, 2017, through June 30, 2018.

The total cost of the program, including tuition, books, and fees, will be determined prior to your enrollment. The cost will be divided into several payments spread over the course of the program. Course materials will be shipped to you before each course begins. The cost of materials increases for shipments outside of the 48 contiguous United States.

The total credit hours and per-credit-hour costs listed above are effective for the core program. For prerequisite or other required courses if applicable, students will need to pay for appropriate tuition, materials, and any additional fees. Costs may change if you withdraw from the program and restart in a future program at a later date.

Financial Aid

Financial aid is available in the form of grants, loans, scholarships, veterans benefits, and even employer reimbursement.

For information about financial aid, call 800-621-8667, ext. 2516, visit our financial aid website, or email NonResAid@indwes.edu.

Financial aid is not available for unclassified students.

Courses

Prior Life Learning Credit Assessment Policy

Prior life learning credit for the MBA in Financial Planning is based on the following requirements:

  1. That learning was at a post baccalaureate level;
  2. It involved a nationally recognized, independent assessment with alignment to the courses involved, and
  3. There is evidence of continuing professional development in the area to maintain currency.

There are two specific options only applicable to the MBA-FP. The first applies to CFP's who are Kingdom Advisors and the second is for CFP's who are not.

Kingdom Advisors and CFP 

Students who have been admitted to the MBA in Personal Financial Planning (requirement #1), have successfully passed the Certified Financial Planning Exam (requirement # 2), and hold both a current CFP and a Kingdom Advisor designation (requirement #3) may be granted credit for the following courses: FINC 520, FINC 521,FINC 522, FINC 523, FINC 524, FINC 526, and FINC 527.

CFP Only

Students who have been admitted to the MBA in Personal Financial Planning (requirement # 1), have successfully passed the Certified Financial Planning Exam (requirement # 2), and hold a current CFP designation but not the Kingdom advisor designation (requirement # 3) may be granted credit for the following courses: FINC 521,FINC 522, FINC 523, FINC 524, FINC 526 and FINC 527. However, such students shall be required to take FINC 528 Biblical Principles for Professional Financial Planners as a replacement for FINC 520 Foundations of Financial Planning.

Preview Your Classes

MBA in Personal Financial Planning

MGMT-500,MGMT-512,COMM-515,FINC-525,STAT-535,ECON-511,MKTG-530,FINC-520,FINC-521,FINC-523,FINC-524,FINC-522,FINC-527,FINC-526

Requirements

Below are the lists of requirements for the MBA in Personal Financial Planning program. Click on each link to expand the requirements. If you have any questions about the admissions process, feel free to contact one of our admissions representatives at 1-866-498-4968.

Admission Requirements

  1. A baccalaureate or graduate degree from a college or university accredited by a regional accrediting body or the Association for Biblical Higher Education verified on original transcripts sent by the institution directly to Indiana Wesleyan University.
  2. An undergraduate grade point average (GPA) of 2.5 or higher from the baccalaureate degree granting institution at which at least a minimum of 30 hours was completed.  If an applicant's GPA is below 2.5, the student may be admitted on a probationary basis, as established by the guidelines of the School of Business and Leadership.

Graduation Requirements

  1. All credits required in the curriculum sequence with a minimum GPA of 3.0 and a minimum grade of "C" in each course. A grade of "C-" or below will require the course to be repeated.
  2. Overall GPA of 3.0 in all IWU graduate work.
  3. Payment of all tuition and fees is required to receive a diploma.

Complete the Online Application

This is your first step toward making your dreams come true for your future. Whether it's to advance your current career, start a new career path, or simply continue that lifelong love of learning, Indiana Wesleyan University is the place for you.

Online Application

Additional Steps to Apply

1. Transcripts

College: Official transcripts are required from each undergraduate regionally accredited institution attended. Indiana Wesleyan University will accept for its permanent file only those transcripts sent in a sealed envelope directly to IWU by the registrar of the attended institution(s). Official transcripts must exhibit the official seal and signature of the registrar. Transcripts that are stamped "student copy," "issued to student," or "unofficial" cannot be accepted as official.

College Transcripts from Non-U.S. Schools: For college transcripts from non-U.S. schools, secure a "Course-by-Course Report" from Educational Credential Evaluators ( ECE). Be sure to request that the report be sent directly to us at the address below. The evaluation must list course-by-course hours and grades.

2. TOEFL Scores

Submit a copy of your TOEFL scores if English is not your primary language. For more information about this test, visit www.toefl.org.

Materials should be mailed to:
Indiana Wesleyan University
Adult Enrollment Students
1900 W. 50th St.
Marion, IN 46953

Please contact your enrollment representative if you have any questions.

Start Dates

Below are the program locations, upcoming dates, and meeting times for the MBA in Personal Financial Planning. This list is updated regularly as new classes are added.