Jones International University

MBA in Financial Planning

Financial planning refers to the process of managing personal finance for individuals and families.  It covers personal budgets, income and expenses, personal taxation, insurance, real estate, investments, estate planning and retirement planning.  The role of a financial planner is to evaluate one’s financial condition, objectives, constraints and obligations with both short-term and long-term perspectives.  The financial plan must be flexible and prepared for the sole benefit of the client and heirs.  Ethics are paramount in the field of financial planning.

For those interested in professional certification, students who graduate from JIU with an MBA in Financial Planning are eligible under the education requirement of the American Academy of Financial Management™ (AAFM™) for the Chartered Asset Manager CAM™ or the Chartered Wealth Manager CWM™ credentials.  Click here to learn more.

Degree Learning Objectives:


Problem-solve issues resulting from analyses of corporate finances, as well as their control mechanisms, and planning policies/processes 

Use the investment and portfolio management tools employed by professional money managers 

Develop a financial plan based on financial condition, objectives, constraints, and special considerations 

Demonstrate a thorough knowledge of a client’s financial needs

Develop foundational business knowledge and skills through the core courses

Who should enroll:


The Financial Planning program is designed for students seeking to enter or further their career as a financial planner or investment advisor.  Students will be exposed to key elements of financial planning including estate planning, investments, taxation, real estate, and insurance. 

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