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Explore our MS in Finance With Certified Financial Planner™ (CFP®)* Certification Emphasis specialization

Prepare for certification as a Certified Financial Planner™ (CFP®)* professional.1 The coursework in this specialization is aligned with the content covered in the competency-based CFP® exam. You will gain hands-on practice for the competency-based certification exam and complete a simulated CFP® exam. In this program, you will explore best practices in financial analysis and decision making; investment and insurance planning; and income tax, retirement, and estate planning. You will also develop your knowledge of professional conduct and fiduciary responsibility required of a CFP® professional.

Program Savings

Receive your first course at no cost or a 10% tuition reduction for the life of the program if you reside in the U.S. and start this program on November 2, 2020. Contact one of our Enrollment Specialists to learn more.

Get Started Now

Curriculum

Minimum Degree Requirements

  • 30 total semester credits
    • Core courses (12 sem. credits)
    • Specialization courses (18 sem. credits)
This program can be completed in as little as 20 months. Time to completion will vary by student, depending on individual progress and credits transferred, if applicable. For a personalized estimate of your time to completion, call an Enrollment Specialist at 855-646-5286.

*Certified Financial Planner™ and CFP® are certification marks owned by Certified Financial Planner Board of Standards, Inc. (“CFP Board”). Walden University’s MS in Finance program is not a CFP Board-Registered Program and is not in any way sponsored or endorsed by, or otherwise affiliated with, CFP Board.

Courses

Course Code Title Credits

CORE COURSES

FNCE 6000

Decision-Making Tools for Today's Financial Professional

Today's effective finance professionals use a variety of financial management tools as they seek to evaluate alternatives and make sound financial recommendations. Students will gain practical experience of a financial professional's role by using financial modeling tools such as breakeven and cost-volume-profit analysis for model pricing and cost sensitivity; forecasting and cost prediction; variance cost analysis; relevant cost analysis; project valuation; and prioritization using payback, rates of return, and discounted cash flow methods. Students' increased diagnostic critical-thinking skills will help them to construct effective, ethical, fact-based arguments, which are among the fundamental capabilities required for financial decision-making. Using relevant management articles, case studies, and topic analyses, students also examine how to align business needs with fact-based solutions, how to identify new opportunities, and how to manage and enhance an organization's competitive position.

(3 sem. cr.)
FNCE 6010

Analysis and Communication for the Financial Professional

An essential skill for nearly all financial professionals is the ability to effectively communicate with the organization to manage internal and external relationships. The importance of communication in finance is emphasized, and students are presented with the opportunity to practice using the tools required for effectual and efficient presentation of information while gaining critical-thinking, reading, and scholarly writing skills. Students explore various written and presentational forms of communication that financial professionals use within organizational and managerial settings. Students examine techniques for developing and presenting white papers, memoranda used to communicate issues and recommendations to management, and financial and nonfinancial information. They learn about concepts in balanced communication coverage and how to adapt to constantly changing modes of communication, including social networking, blogging, and using professional organizations and training programs to their advantage. Through these activities, students gain a better understanding of the roles and responsibilities of the financial professional as well as the ethical methodologies required to maintain a professional obligation to the community and their clients.

(3 sem. cr.)
FNCE 6020

Legal and Ethical Issues in Accounting and Finance

In the news, it is too often that we hear about cases of financial fraud and misconduct involving major corporations. It is a social and professional obligation of financial professionals to be concerned and knowledgeable on topics involving legal and ethical issues in accounting and financial reporting. In this course, students learn to appreciate this role and explore the various legal and professional responsibilities of which financial professionals must be aware when developing financial statements and reports. They examine a variety of issues, such as the differences between statute and regulation and between common and statutory law. Students also assess the role of bankruptcy and its impact on business relationships. Through the extensive use of current and seminal case studies, students take a practical approach to examining the best practices of doing business in today's sociopolitical climate from a legal and ethical perspective.

(3 sem. cr.)
FNCE 6030

Managerial Finance

Today's companies are challenged to constantly do more with less. Effective managers know how to deploy scarce financial resources in ways to achieve optimum returns on these resources. Students will discover the latest financial tools and analytic methods to strengthen the capital investment decision-making process. Students will use critical-thinking skills to apply and, at times, challenge traditional financial theory, while balancing various stakeholder interests in the financial decision-making process. Students will examine a range of contemporary issues and techniques relevant to sound and ethical financial decision making.

(3 sem. cr.)
FNCE 6630

Tax Analysis and Decision Making

Students in this course are provided with an overview of current topics in taxation strategies for individuals and corporations. They learn about the Internal Revenue Service Code on tax differences, including book and tax accounting, inclusions, exclusions, deductions, credits, and tax aspects of property transactions. Students employ a "walk-through" technique through which they gain first-hand experience in the use of tax research services. Students also explore how economic, social, and cultural forces influence tax policy.

(3 sem. cr.)
FNCE 6635

Financial Budgeting and Forecasting Analysis

Managers are continually faced with the complexities of budgeting and forecasting their business operations. Complexities include many factors, such as one-time and ongoing expenses; investments; and risk related to investment proposals, time periods, and other financial considerations. Students will explore budgeting and forecasting along with related processes within the organizational context. Students will also review the implications of budgeting and forecasting as well as methods to plan for and prioritize the use of scarce resources, while considering ethical issues related to sustainability.

(3 sem. cr.)
FNCE 6650

Insurance Planning

Insurance coverage is an important element on ensuring financial security. Students in this course will examine risk management and insurance decisions for financial planning. Topics for this course include insurance for life, health, disability, property, and liability risks, as well as annuities, group insurance, and long-term care.

(3 sem. cr.)
FNCE 6655

Investment Theory and Portfolio Management

Investments and portfolio management is a combination of different investment assets for the purpose of achieving investor goals while minimizing overall investment risk. Students in this course examine capital markets with an emphasis on securities valuation. Topics covered in this course include fixed-income markets, measuring risk with alphas and betas, asset pricing, portfolio management strategies, equity markets, and derivatives markets.

(3 sem. cr.)
FNCE 6665

Retirement and Estate Planning

Retirement and estate planning allows not only for individuals to have a successful retirement, but also contribute to the lives of one's children or grandchildren. Students in this course focus on estate planning and the efficient conservation and transfer of wealth. They explore legal, tax, financial, and nonfinancial aspects of estate planning. Topics also include trusts, wills, probate, advanced directives, charitable giving, wealth transfers, and related taxes.

(3 sem. cr.)
FNCE 6905

Financial Planning Capstone

In this course, students review content based on prior Certified Financial Planner™ (CFP®)* Certification exams on a variety of topics, including financial and insurance planning, investment planning and strategies, income taxes, and retirement planning. Students conduct research, discuss with peers, and analyze the answers to actual CFP® Certification exam items to gain a thorough understanding of the format, concepts, and principles on which exam questions are based, gaining confidence and preparedness for taking the CFP® Certification exam.*CERTIFIED FINANCIAL PLANNER™ and CFP® are certification marks owned by Certified Financial Planner Board of Standards, Inc. ("CFP Board").

(3 sem. cr.)
VIEW ALL COURSES Less Courses

Tuition and Fees

Curriculum Component Requirements Cost Total *
Tuition 30 total semester credit hours $975 per semester hour $29,250
Technology Fee Per semester $210 $1,050


TOTAL $30,300


Transfer up to 15 credits $15,045


Total with Maximum Transfer Credits† $15,255

The tuition reflects the minimum credits to completion. Program completion varies by student, depending on individual progress and credits transferred, if applicable. For a personalized estimate of your time to completion, call an Enrollment Specialist at 855-646-5286.

*Tuition and fees are subject to change. Books and materials are not included and may cost between $1,000 and $1,400.

Maximum transfer credit total includes reduction in technology fee as related to reduced number of courses over time

FINANCIAL AID

Many Walden degree-seeking students—67%—receive some form of financial aid.* Create a customized plan that makes sense for you.

*Source: Walden University’s Office of Financial Aid. Data reports as of 2018.

Find Ways to Save

Program Savings

Receive your first course at no cost or a 10% tuition reduction for the life of the program if you reside in the U.S. and start this program on November 2, 2020. Contact one of our Enrollment Specialists to learn more.

Get Started Now

Admission Requirements

Program Admission Considerations: A bachelor's degree or higher.

General Admission Requirements: Completed online application and transcripts. Please note that the materials you are required to submit may vary depending on the academic program to which you apply. More information for international applicants.

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