The complexity of personal finance demands advisors with broad knowledge of the many financial strategies available to individuals. This program prepares financial generalists to work in either financial service firms that utilize financial specialists, or as private practitioners. In addition to a core foundation of business skills and concepts, students gain exposure to a wide variety of financial products and financial management skills through the specialized tracks.
The Graduate School of Management Program is registered with Certified Financial Planner Board of Standards Inc., the Association for Investment Management and Research, and the American College. The coursework is designed to give students proficiency in the subjects covered by these organizations, so that they may qualify for CERTIFIED FINANCIAL PLANNERTM, Chartered Financial Analyst(CFA®), Chartered Life Underwriter (CLU®), or Chartered Financial Consultant (ChFC®) certifications and satisfy the education requirement with CFP Board for the CERTIFIED FINANCIAL PLANNERTM certification.
The University of Dallas does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNERTM and marks. CFP certification is granted solely by Certified Financial Planner Board of Standards Inc. to individuals who in addition to completing an educational requirement such as this CFP Board-Registered Program, have met ethics, excperience and examination requirements.
"Certified Financial Planner Board of Standards Inc. owns the marks CFP®, CERTIFIED FINANCIAL PLANNERTM, and , which it awards to individuals who successfully complete initial and ongoing certification requirements."
Programs in Financial Services
An emphasis in Financial Services is available for the following programs:
To receive the MBA concentration in Financial Services designation on their transcript students must complete FINA 6350 and 3 Financial Service electives. *Courses with prerequisites
FINA 6350 Principles of Financial Planning FINA 6352 Securities Analysis* FINA 6353 Portfolio Management * FINA 6360 Personal Risk Management FINA 6365 Tax Planning - students who took ACCT 6365 prior to Spring 2007 may not take FINA 6365 FINA 7320 International Finance* FINA 7350 Options & Futures Trading* FINA 7355 Retirement Planning & Employee Benefits FINA 7360 Estates & Trusts - students who have taken ACCT 7360 may not take FINA 7360 Click here for course descriptions.
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