Financial and tax Planning (MSBA-FTP)

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?

Reputation & Rankings
Nicholas Holeman
Head of Financial Planning, Betterment
“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

  • BA 640 Financial Reporting and Analysis
  • BA 642 Statistical Analysis
  • BA 643 Managerial Economics
  • BA 671 Legal Environment of Business
  • ECON 422 Business Cycles 
  • ACCTG 503: Individual Income Tax (3 units)
  • BA 674: Financial Management (3 units)
  • FIN 522: Individual Insurance Management (3 units)
  • FIN 585: Seminar in Estate Plan (3 units)
  • FIN 589: Personal Financial Planning (3 units)
  • FIN 651: Seminar in Investments (3 units)
  • FIN 652: Seminar in Security Analysis (3 units)
  • FIN 659: Decision Making in World Economy (3 units)
  • ACCTG 656: Multijurisdictional Taxation (3 units)
  • MGT 722: Seminar in Business Ethics and Social Institutions (3 units)
  • MKTG 763: Sales Management (3 units)
  • FIN 590: Fin Plan Practicum (3 units)

Resources for Current Students

Program Faculty


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SDSU Fowler College of Business
5500 Campanile Drive
San Diego, CA 92182-8230

Take the Next Step

Ready to jumpstart your career? Apply now! Or, if you have any questions about the program, contact us via the Request Info button.