MS in Personal Financial Planning

The Master of Science (MS) is a 33-hour, non-thesis, distance education program registered with the Certified Financial Planner Board of Standards, Inc. The MS degree includes the 18 credit hour requirements for the Graduate Certificate in Personal Financial Planning. When students are admitted to the MS degree, they are also admitted to Graduate Certificate program. Upon successful completion of the Graduate Certificate portion, students will have completed the education requirements necessary to sit for the national CERTIFIED FINANCIAL PLANNER™ (CFP®) exam. This is one of four requirements leading to the right to use the CFP® mark as a financial service professional. The other requirements are passing the national CFP® exam, gaining industry-relevant experience, and agreeing and adhering to the CFP Board’s Code of Ethics and Standards of Professional Conduct.

MS coursework is designed to broaden the understanding of the various factors which can affect and enhance household financial well-being. Coursework culminates in a creative component, which is a major project that provides students an opportunity to integrate theory and practice in a critical study of a personal financial planning problem or issue. Graduates of this program typically enter the financial services industry.

Degree Requirements

The MS in Personal Financial Planning is a 33-credit hour program.  

Required CFP Board Education Courses18
FINPLN 7382Financial Planning: Risk Management3
FINPLN 7383Financial Planning: Investment Management3
FINPLN 7187Financial Planning: Tax Planning3
FINPLN 7386Financial Planning: Employee Benefits and Retirement Planning3
FINPLN 7393Financial Planning: Estate and Gift Planning3
FINPLN 7389Financial Planning: Capstone3
Required Courses in Personal Financial Planning12
FINPLN 8384Advanced Risk Management3
FINPLN 8488Household Financial Decision Making3
FINPLN 8500Advanced Projects in Personal Financial Planning6
Supporting Area Courses3
AG_ED_LD 8250Leadership Theory and Application3
Total Credits33

Please visit Missouri Online for application instructions, requirements, and additional information for the MS program.


Director of Graduate Studies
Rui Yao, PhD, CFP®
124 Mumford Hall
Columbia, MO 65211

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