36 Credit Hours


Carolina University’s Patterson School of Business offers a Master of Science in Financial Planning designed for individuals pursuing careers as financial planners. The non-thesis master’s degree program will be offered both on campus and online and will prepare individuals seeking to sit for the Certified Financial Planner (CFP) examination. The MS in Financial Planning will require 36 credit hours consisting of ten core classes and two elective classes offered over two years of study. The two elective courses will originate from the MBA and/or Data Science programs.

Program Learning Outcomes

  • Demonstrate a solid foundation in the personal financial planning process as defined by professional standards and codes
  • Assess a client's financial profile and risk tolerance to create financial planning solutions that meet a client's financial goals
  • Evaluate financial statements and analyze revenue, asset, liability and equity recognition principles
  • Evaluate the concepts associated with modern portfolio theory principles and calculate the value of securities using various approaches
  • Describe the steps in the estate planning process, identify common estate planning goals and the methods to achieve them
  • Communicate effectively with clients and others; counsel using applicable theoretical and practice-based approaches

Admissions Requirements

  • A bachelor’s degree or equivalent from a recognized college or university
  • GPA of 2.7 or higher
  • Official transcripts from all previously attended schools
  • Completed application with Carolina University

Degree Requirements

  • The maximum time limit to complete the program is four years or 150% of the credits, whichever the student reaches first.
  • A minimum of 15 credit hours must be completed at CU.
  • Up to 50% of the required credit hours can be transferred.
  • Graduation is contingent upon the completion of 30 hours of prescribed courses with a minimum cumulative GPA of 2.00.