MBA in Financial Planning

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Prepare for the Certified Financial Planner® exam with this SIU-Kaplan joint degree

If you want an advanced business and finance qualification, Schiller International University can help. Through our partnership with Kaplan University, SIU is able to offer an MBA in Financial Planning that produces graduates who hold an MBA and a Registered Financial Planner (RFP) designation. Additionally, the curriculum is designed to prepare students to take and pass the Certified Financial Planner® Examination.

Students in this program take ten courses with SIU and five online with Kaplan. Choose to study entirely online, or study the MBA core of the program in Florida.

Whichever study option you choose, our accelerated course structure means you can complete this degree in as little as eighteen months.

The MBA in Financial Planning produces graduates with executive-level business knowledge and specialized skills in estate planning, investment strategies, retirement planning, and more.

Courses in this program cover the same topics as our core MBA program, with five additional financial planning-related courses:

  • Insurance and Employee Benefits
  • Investment Planning
  • Income Tax Planning
  • Planning for Retirement
  • Estate Planning

At the end of the program, students complete an oral examination. Online students may petition to complete a written examination. Upon graduation, MBA holders may apply to take the CFP® Certification Examination.

Please note that students must successfully apply to both SIU and Kaplan to enroll in this program.

Prepare for a Future in Financial Planning

Learn the skills you need for success in business and financial planning. Talk to a Schiller International University admissions advisor for more information about our MBA in Financial Planning.

Learn the skills you need for success in business and financial planning. Talk to a Schiller International University admissions advisor for more information about our MBA in Financial Planning.

Offered at the following campuses:
Florida and Online

MBA IN FINANCIAL PLANNING

The MBA with a concentration in Financial Planning includes five online courses with Kaplan Schweser which are part of Kaplan Schweser’ s Certificate in Financial Planning program. Five designated and successfully completed Kaplan Schweser courses (15 credits) will be accepted in transfer. Students take all other required MBA courses (10 courses, 30 credits) from Schiller. These courses are offered online in a web-based format. Students also have the option of taking them in a traditional classroom setting on any SIU campus offering an MBA program.

Students who complete this program will have an MBA in Financial Planning from Schiller International University as well as the designation, Registered Financial Consultant (RFC) upon completion of the Kaplan Schweser portion of the program. The Kaplan Schweser Certification in Financial Planning program prepares for the prestigious CFP® Certification Examination. With this impressive combination of credentials, students will have an edge in finding positions in the financial services industry. NOTE: Students must apply separately to Kaplan Schweser.

Admission

  1. Completion of a Bachelor’s degree or equivalent in business administration.
  2. Completion of a Bachelor’s degree or equivalent in related fields, such as Economics, including completion of the following courses: Microeconomics, Statistics, Business Law, Marketing, Management and Accounting.

**NOTE: Students who have not completed required prerequisite courses will take MBA Preparatory Courses. See the requirements for the MBA in International Business for more detailed information on this.

Graduation Requirements

Students must successfully complete the courses listed as follows (a minimum of 45 credits) with a GPA of 3.0 or higher. Graduate students must also successfully complete a comprehensive master’s thesis. Students must have completed the Kaplan Schweser Certificate in Financial Planning program.

Graduates of the MBA in Financial Planning program will be able to demonstrate:

  1. Knowledge of accounting principles and practices.
  2. Understanding of professional auditing methods.
  3. Use of information technology to evaluate financial information.
  4. Application of financial regulations in business.
  5. Understanding of financial planning on a global level.

Required Core Courses Credits: 30

BA 501
Organizational Behavior
3

This course is designed to provide students with an understanding of the impact that individual and group behavior can have on organizational performance. It will stress differences in organization behavior across cultures. The course will also focus on the key factors that affect and shape organizational behavior. It will provide: practical examples; exercises and simulations; and methods for problem solving on behavioral issues.

BA 512
Managerial Accounting
3

This course is an essential tool that enhances a manger’s ability to make effective economic decisions. Because understanding concepts is more important than memorizing techniques, this course describes both theory and practice so students understand how to produce and apply information that is useful in day-to-day decision making. This course deals with all business sectors – nonprofit, retail, wholesale, service, selling and administrative situation as well as manufacturing. The focus is on planning and controlling decisions, not on product costing for inventory valuation and income determination. Management accounting is the process of identifying, measuring, accumulating, analyzing, preparing, interpreting and communicating information that helps mangers fulfill organizational objectives. This course builds upon the student’s basic understanding of financial and managerial accounting by exploring in more depth the essential concepts of managerial accounting, including ratio analysis, budgeting and cost measurement.

BA 515
Managerial Finance
3

The collapse of the sub-prime mortgage market, the financial crisis and the global economic crisis make it more important than ever for students and managers to understand the role that finance plays in a global economy, in their own companies, and in their own lives. This course is designed to help students prepare for a changed world. The course combines theory and practical implications. An understanding of finance theory is essential for anyone developing and/or implementing effective financial strategies. The course begins by reviewing fundamental concepts, including background on the economic and financial environment, financial statements, and the time value of money, bond valuation, risk analysis, and stock valuation. With that background the course moves to specific techniques and decision rules that can be used to help maximize the value of the organization.

BA 529
Multinational Business Management
3

This course is designed to help students develop the essential skills needed to formulate and implement successful strategic moves in the new competitive and interlaced global environment. Students will come to understand that successful multinational managers view the world as an integrated market where competition and collaboration evolve from anyone and anywhere. This course considers how cultural differences affect strategies and operations and gives the student an appreciation of how social institutions such as the economic system, the polity, the education system, and religion play an important role in any multinational operation. This course emphasizes specific techniques utilized by a multinational firm; its strategy, marketing, finances, decision- making, organization, communication, planning and control.

BA 537
Production and Operations Management
3

This course provides an introduction to the basic methods and models of production management and operations research. The course addresses inventory control and demand forecasting. The course places emphasis on analytical techniques of POM and modern topics such as lean production involving just-in0time systems, computer-integrated manufacturing, etc.

BA 542
Comprehensive Business Management Seminar
3

This course focuses on how managerial thinking influences strategy formation and implementation. The importance of change and the needed for managerial dynamic thinking and the importance of organization learning are reviewed. The case study approach integrates the various disciplines associated with management such as accounting, finance, human resources utilization, and organization behavior. This is the capstone course is a comprehensive course that addresses issues ranging from corporate governance and social responsibility to competitive strategy, functional strategy and strategic alliances.

BA 589
Methods of Research and Analysis
3

Business research is a systemic inquiry that provides information to guide managerial decisions. It is a process of planning, acquiring, analyzing, and disseminating relevant data, information and insights to decision makers. This course is designed to give students experience in a wide range of methodological and fieldwork activities involved in an actual piece of research. The main stages in historical, social science and business research are addressed. This course prepares a student for various research projects using empirical research methods including formulation of a research problem statement, literature and theoretic review, research design, data collection and fieldwork and construction of and development of a solid research project. Ethics is also addressed.

IT 576
IT Applications in Business
3

This course provides an in-depth look at how today’s business organizations use information technologies and systems to achieve corporate objectives. Information systems are one of the major tools available to managers for achieving operational excellence, developing new products and services, improving decision making, and achieving competitive advantage. This course introduces the students to electronic data processing systems and techniques in the context of organizational management information systems.

BA 522
International Marketing
3

This course is designed to take a strategic approach to marketing by outlining the major dimensions of the global business environment. The course will focus on a set of conceptual and analytical tools that prepare students to successfully apply the four Ps to global marketing. The course will help the student develop international strategies in planning market research and control with regards to legal, cultural and economic factors involved in crossing border. Ethics, corporate social responsibility and social responsiveness in the globalization era are also addressed.

BA 541
International Corporate Finance
3

This course focuses on how managerial thinking influences strategy formation and implementation. The importance of change and the needed for managerial dynamic thinking and the importance of organization learning are reviewed. The case study approach integrates the various disciplines associated with management such as accounting, finance, human resources utilization, and organization behavior. This is the capstone course is a comprehensive course that addresses issues ranging from corporate governance and social responsibility to competitive strategy, functional strategy and strategic alliances.

Required Financial Planning Courses(Kaplan Schweser):15 Credits

FP 102
Insurance and Employee Benefits
3

FP 103
Investment Planning
3

FP 104
Income Tax Planning
3

FP 105
Planning for Retirement
3

FP 106
Estate Planning
3

Total Credits:45

 

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