MSFS Curriculum

Before an MSFS degree is granted, the candidate must complete 35 semester hours, which includes a course in ethics and a thesis (or two extensive financial plans).

Required Courses (5 semester hours each)
Complete 4-5 of the following certification programs:

  • Board Certified in Estate Planning (BCE)
  • Certified Annuity Specialist (CAS)
  • Certified Fund Specialist (CFS)
  • Certified Tax Specialist (CTS)
  • Retirement Income Specialist (RIS)

Elective Courses (3 semester hours each)
Complete 2-3 of the following courses:

  • Business Law
  • Economics
  • Employee Benefits
  • Financial Planning
  • Insurance
  • Real Estate Finance

Capstone Courses
All students must complete two capstone courses: Ethics (3 units) and Thesis Development and Presentation (3 units). Before signing up for the two-capstone courses, a minimum of 29 semester units must be successfully completed from the above-listed required and elective courses.

Ethics is a traditional graduate school course, similar to the course electives listed above, except shorter in length. Thesis Development and Presentation allows the graduate student to complete either a traditional Master's thesis or two extensive financial plans.