Online MBA in Financial Planning

Our ACBSP-accredited and CFP Board-registered MBA in Financial Planning degree is considered to be among the country's most intensive and comprehensive master-level programs for financial planning.

Join Us for Our Next Event

Financial Planning Online Information Session
Tuesday, Dec. 3, 2024 at 1:30 - 2:30 pm

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Quick Facts

Program Units
45 (15 courses)		 Average Duration
12-24 months
Flexibility
Fully online with a full-time or part-time course load 
Course Availability
Year-round in five 8-week terms
Locations
  • Online
Program Costs

Scholarships

Veteran's Benefitsyb

Want to learn more?

Let us know you're interested and we'll reach out to answer your questions. You'll also receive more information about the program and your financial aid options.

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Choose Your Track

Track 1

MBA + Eligibility for the CFP® Exam

Offers an MBA in Financial Planning and preparation for your CFP certificate. Recruiters and prospective employers recognize CFP certification as the most desired designation in this growing field.

Track 2

MBA with advanced courses

Already have your CFP? Track 2 replaces foundation-level financial planning courses with both advanced-level courses and interdisciplinary studies.

Certificate Option

Eligibility to sit for the CFP® Exam only

Eligibility to sit for the CFP® Exam only; designed exclusively for professionals who have a business-related professional degree or significant experience in the financial planning field.

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Brianna Beedle

The MBA program has equipped me with advanced financial expertise and strategic management skills, expanded my professional network, and provided opportunities for practical experiences. I have been able to build upon my foundational knowledge in business administration and sports management, deepen my understanding of financial principles, and expand my career opportunities beyond the sports industry.

Brianna Beedle
Client Services Coordinator, EPIC Wealth Partners

Our Reputation

  • Accredited by the Western Association of Schools and Colleges (WASC)
  • Ranked #12 for Best Regional Universities in the West by the U.S. News & World Report in 2024
  • USDLA-award-winning online classes
  • Listed as one of the Top Schools in Financial Planning Magazine

More program highlights

Online Courses

Online courses are offered year-round in five, 8-week terms. The accelerated format of the program allows a student to complete the program in less than two years, if desired.

Students and faculty meet in live virtual learning environments designed for collaboration with audio, video, application sharing, and group break-out rooms.

Classes are capped at 20 students.

About online courses

Transfer Your Credit

Students may petition to transfer up to six semester credits of graduate coursework taken at other regionally accredited colleges or universities to the financial planning program at California Lutheran University.

Students may also be eligible to transfer up to nine credits for previously earned master's degrees.

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The CFP® Board is a nonprofit professional regulatory organization that requires education, ethics requirements, examination, and experience for CERTIFIED FINANCIAL PLANNER® certificants. Along with completing the financial planning coursework and passing the CFP® Certification Examination, the CFP® Board also requires successful CFP® certificants to have financial planning-related work experience and adhere to their Code of Ethics and Professional Responsibility.

The MBA and Certificate program in Financial Planning is registered by the Certified Financial Planner Board of Standards Inc. (CFP Board) in Washington DC. Candidates who plan to sit for the CFP Certification Examination must successfully complete a CFP Board-Registered Program.

The MBA and Certificate program in Financial Planning is registered by the AFCPE® Registered Education Program in Westerville, OH. Candidates who plan to sit for the AFC® Certification Examination must successfully complete a AFCPE® Registered Education Program.

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