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Program checklist · M.S.

Finance

Utah Valley University · Orem, UT

A checklist is the list of requirements to complete this program and receive the award, as the college publishes it in its catalog. It is the same for everyone. It does not say what you have completed; that comes from applying your own record.

Program
Award
M.S.
Credential class
ceterms:MasterDegree
CIP
37.0106
Total credits (published)
30
Credits (computed from items)
30
Catalog edition
2026
Checklist type
degree-program
Identifiers
IPEDS UNITID
230737
CourseShelf checklist
CK_230737_d24c4a7f
CollegeTransfer.Net
Institution Transfer Profile
Source
CourseShelf publish 61

Requirements to complete

Every course or condition the catalog lists, in the catalog's order.

Program Requirements

0 items

    Discipline Core Requirements:

    major core · 5 items
    1. FIN 6130
      3
    2. FIN 6170
      3
    3. FIN 6340
      3
    4. FIN 6820
      3
    5. FIN 6840
      3

    Elective Requirements

    electives · 1 item
    1. Select 15 semester credit hours from the following courses
      Not resolved to a course
      15

    Students preparing to sit for the CFP(R) exam will need to complete the following elective courses:

    electives · 5 items
    1. FIN 6060
      Financial Planning for Professionals
      As published: “Financial Planning for Professionals (3)”
      3
    2. FIN 6210
      Retirement Planning
      As published: “Retirement Planning (3)”
      3
    3. FIN 6260
      Estate Planning
      As published: “Estate Planning (3)”
      3
    4. FIN 6300
      Income Tax Planning
      As published: “Income Tax Planning (3)”
      3
    5. FIN 6800
      Wealth Management and Financial Planning Capstone
      As published: “Wealth Management and Financial Planning Capstone (3)”
      3

    Students preparing to sit for the CFA(R) exam (Level 1) are strongly encouraged to take the following elective courses:

    electives · 3 items
    1. FIN 6510
      CFA I Investment Products
      As published: “CFA I Investment Products (3)”
      3
    2. FIN 6520
      CFA I Financial Markets
      As published: “CFA I Financial Markets (3)”
      3
    3. FIN 6810
      CFA Exam Preparation
      As published: “CFA Exam Preparation (3)”
      3

    Additional elective courses:

    electives · 11 items
    1. FIN 6160
      International Financial Management
      As published: “International Financial Management (3)”
      3
    2. FIN 6350
      Retirement Income Planning
      As published: “Retirement Income Planning (3) (Can substitute for Retirement Planning for the CFP® certification)”
      3
    3. FIN 6370
      Wealth Management
      As published: “Wealth Management (3)”
      3
    4. FIN 6380
      Advanced Estate Planning and Asset Protection
      As published: “Advanced Estate Planning and Asset Protection (3)”
      3
    5. FIN 6390
      Financial Technology
      As published: “Financial Technology (3)”
      3
    6. FIN 6400
      Managing Client Relationships
      As published: “Managing Client Relationships (3)”
      3
    7. FIN 6450
      Planning for Financial Planning Business Owners
      As published: “Planning for Financial Planning Business Owners (3)”
      3
    8. FIN 6700
      CFP Exam Preparation
      As published: “CFP Exam Preparation (3) Strongly recommended to prepare for the CFP® exam”
      3
    9. FIN 6790R
      Special Topics in Finance
      As published: “Special Topics in Finance (3)”
      3
    10. FIN 6890R
      Internship
      As published: “Internship (undefined)”
      1-6
    11. FIN 6900R
      Independent Study
      As published: “Independent Study (3)”
      1-3

    Other graduate level courses as approved by the MFPA Program Director or Advisor

    0 items
      Source. Utah Valley University, catalog 2026 — https://catalog.uvu.edu/business/finance-economics/finance-ms/. Captured page pages/0206.html.gz. Assembled from the institution's published catalog as captured; every record names its captured page and source URL. Assembled, not asserted.