Master of Science in Business Administration with a Specialization in Financial & Tax Planning

The Master of Science degree in Financial and Tax Planning is a 32 unit program designed to provide in-depth education. Students granted a business administration bachelor's degree from an AACSB accredited program within 10 years of beginning the MS program normally take 32 semester units to complete their degree .Others may have up to 21 units of prerequisite

The goal of this program is to provide the educational background for graduates to provide professional financial planning services at the highest level possible. This program will provide much of the academic background students need to pass the examinations for the CFP certification, CFA and Enrolled Agent professional designations.

Financial and Tax Planning courses include:
* Personal Financial Planning
* Individual Insurance Management
* Seminar in Estate Planning
* Financial Counseling
* Seminar in Investments
* Employee Benefits Planning
* Federal Taxation of Individual

Electives:
* Tax Planning for Individuals
* Seminar in Security Analysis & Portfolio Management
* Financial Reporting and Analysis
* Financial Statement Analysis
* Seminar in Real Estate and Investments
* Tax and Research Planning
* Advanced Planning, State Tax
* Financial Risk Management
* Decision Making in a World Economy

Please review the information on the program on this website. If you have additional questions they can be addressed to the program's advisor ThomasWarschauer, PhD, CFP® at tom.warschauer@sdsu.edu

 



 

Financial Planning Programs
San Diego State University
5500 Campanile Drive
San Diego, CA 92182-8236
Telephone: (619) 594-4354
Fax: (619) 594-3272

email: Tom.Warschauer@sdsu.edu

Accredited by AACSB International

 
 

© San Diego State University Last updated: August 11, 2007 9:22 PM
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CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® are certification marks
owned by Certified Financial Planner Board of Standards, Inc.
SDSU does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with flame design) 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, experience and examination requirements.