
Financial Planning Concentration
Financial Planning – MBA Concentration
Empower individuals and businesses with clear, ethical financial roadmaps. This CFP-aligned concentration prepares you to advise clients with confidence and care. Ideal for those pursuing personal financial planning, wealth management, or advisory roles.
Gupta Core Courses (Required for All Graduates Business Programs):
MANA 6V50. The Virtuous Leader.
MANA 6V51. Business and the Common Good.
BUAD 6320. The Effective Communicator.
MBA Required Courses:
BUAD 5F70. Cornerstone.*
BUAD 6101. Leading Yourself. (1 credit hour, semester 1)
BUAD 6102. Enhancing Interpersonal Effectiveness. (1 credit hour, semester 2)
BUAD 6103. Career Advancement. (1 credit hour, semester 3)
ACCT/FINA 6310. Financial Intelligence.
BUAD 6310. Quantitative Reasoning for Decision-Making.
LDRS 6310. Leading Innovation and Organizational Change.
MANA 7310. High Performance Work Teams.
MANA 7330. Integrated Business Operations.
MANA 7340. Integrated Business Strategy.
*Only Required for International Students.
Financial Planning Concentration Electives.
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ACCT 5380. Income Tax I.
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FINA 7322. Investments.
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FINA 6360. Risk Management, Insurance & Estate Planning.
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FINA 7355. Retirement Planning.
Prerequisites:
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ACCT/FINA 6310. Financial Intelligence. Or,
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FINA 6305. Managerial Finance.