MBA - Personal Financial Planning

Students in the Master of Business Administration with a major in Personal Financial Planning program design solutions and strategies for personal financial situations, evaluating clients’ objectives, needs, and values to develop an appropriate financial plan. Students will 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 and the Virtuous Business Model that guides interactions and planning within the steps of the financial planning process.

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

Design solutions and strategies for complex business problems and opportunities
Evaluate personal management capabilities and design a plan for continual growth.
Integrate critical analysis with business administration disciplines such as management, accounting, finance, and economics to ensure mission 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 within the business environment and workplace
Create a sound financial plan and communicate the plan both orally and in writing.

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 maintain current professional status with continuing education requirements may be granted credit for the following courses: FINC-521, FINC-522, FINC-523, FINC-524, FINC-526, and FINC-527.

Admission Requirements

A baccalaureate or graduate degree from a college or university that is accredited by an accrediting agency recognized by both the U.S. Department of Education (ED) and the Council for Higher Education Accreditation (CHEA) 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-501	Foundations of Graduate Business	3
COMM-515	Decision-Making and Essential Business Communication	3
FINC-525	Accounting and Finance for Managers	3
MGMT-522	Business Strategy and Policy	3
ECON-511	Business Economics	3
MKTG-530	Marketing Management	3
FINC-521	Risk Management	3
FINC-522	Investment Planning	3
FINC-523	Income Tax Planning	3
FINC-524	Retirement Planning and Employee Benefits	3
FINC-527	Estate Planning and Wealth Transfer	3
FINC-526	Case Analysis and Financial Plan Development	3
Total Credit Hours:		36