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MBA - Personal Financial Planning

Students in the Master of Business Administration with a major in 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.

Upon completion of the program, students will be able to:

  • 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.

Students who have been admitted to the MBA in Personal Financial Planning, have successfully passed the Certified Financial Planning Exam (an independent third party nationally recognized exam with alignment to the course learning objectives), and hold both a CFP and a Kingdom Advisor designation (maintaining current professional status with continuing education requirements) may be granted credit for the following courses: FINC-520, FINC-521, FINC-522, FINC-523, FINC-524, FINC-526, and FINC-527.

Students who meet the above criteria but do not hold the Kingdom Advisor designation 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 as a replacement for FINC-520.

The curriculum will be completed in the order established by Indiana Wesleyan University. Indiana Wesleyan University reserves the right to modify the curriculum and locations offered as necessary.

Admission Requirements

  • 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.
  • 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 DeVoe School of Business.

Graduation Requirements

To graduate, students must have completed all of the following:

  • 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.
  • Overall GPA of 3.0 in all IWU graduate work.
  • Payment of all tuition and fees is required to receive a diploma.

MBA - Personal Financial Planning - Program of Study

Core Courses

MGMT-500Applied Management Theory

3
MGMT-512Ethical and Legal Aspects of Management

3
COMM-515Decision-Making and Essential Business Communication

3
FINC-525Accounting and Finance for Managers

3
STAT-535Statistics for Business Decision-Making

3
ECON-511Business Economics

3
MKTG-530Marketing Management

3
FINC-520Foundations of Financial Planning

3
FINC-521Risk Management

3
FINC-522Investment Planning

3
FINC-523Income Tax Planning

3
FINC-524Retirement Planning and Employee Benefits

3
FINC-527Estate Planning and Wealth Transfer

3
FINC-526Financial Plan Development

3
Total Credit Hours:42

Indiana Weselayan