Master of Science in Financial and Tax Planning
Do you want to master the practice of personal financial planning?
Consider getting your master’s degree in personal financial planning from San Diego State University's CFP board-registered MSBA-FTP program at the Fowler College of Business. Our MSBA-FTP program has been registered with the Certified Financial Planner Board of Standards since 1987. The goal of the program is to prepare students to deliver personal financial planning services at the highest level possible.
Who Hires Our MSBA Graduates?
“My experience building Betterment's team of financial advisors, designing our algorithms, and democratizing financial advice would not have been possible without the knowledge and passion I received from the MSBA-FTP program at SDSU.”
Financial & Tax Planning Curriculum
In addition to meeting the requirements for classified graduate standing and the general requirements for master’s degrees as described in Requirements for Master’s Degrees, the student must complete a graduate program of at least 30 approved units to include at least 15 units in 600- and 700-numbered courses. Up to 9 units of coursework may be accepted as transfer credit. All transfer units are subject to the approval of the Graduate advisor. Not more than a total of six units in courses Finance 797 (Research), Finance 798 (Special Study), and Business Administration 780 (Field Studies in Business), may be accepted for credit toward the degree.
The Master of Science in Financial and Tax Planning requires Plan A, Thesis; or Plan B, a comprehensive project offered while enrolled in FIN 590 (Personal Financial Planning Practicum). The program must be approved by the college and departmental adviser.
For regulations concerning grade point averages, final approval for the granting of the degree, award of the degree, and diplomas, see Requirements for Master’s Degrees.
- ACCTG 503: Federal Taxation of Individuals (3 units)
- BA 674: Financial Management (3 units)
- FIN 522: Individual Insurance Management (3 units)
- FIN 585: Estate Planning Issues and Practice (3 units)
- FIN 589: Personal Financial Planning (3 units)
- FIN 651: Seminar in Investments (3 units)
- FIN 652: Seminar in Security Analysis and Portfolio Management (3 units)
Program Faculty
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Ready to jumpstart your career? Apply now! Or, if you have any questions about the program, contact us via the Request Info button.
