Master of Business Administration with a specialization in Financial Planning Online

Capitalize on your future with an MBA with a specialization in Financial Planning from the University of Texas Rio Grande Valley. This degree prepares you to strategically manage the personal financial assets and investments of individuals, including portfolio design, tax management and retirement planning.

Ranked #2 Best Online MBA with a concentration in Financial Planning by

Ranked Best Online MBA in Finance in the South by (2019)

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About the Program

Financial planning is a vital aspect of the U.S. and the world economy. A career in financial planning would enable you to advise clients on retirement, investments, estate planning, and more. With the increasing complexity of the financial markets, the number of financial planners needed is expected to continue growing at a significantly high rate for many years to come.

As a leading provider of personal financial planning education, UTRGV is offering an MBA with a Financial Planning Specialization. The three-course financial planning specialization in our MBA program is designed to equip you with a thorough understanding of financial planning standards and practice. Our curriculum covers the relevant topics in the fundamentals of financial planning, wealth management, and retirement planning that form the basis of the preparation for the CFP® Certification Examination. Our MBA with financial planning concentration is designed to suit the needs of (1) Financial professionals who want to expand their knowledge and career prospects; (2) College graduates or business professionals who want to augment their financial planning skills; (3) Individuals considering a career transition into the financial planning profession; and (4) Those who work towards taking the CFP® certification examination. For more information about the Certified Financial Planning, please visit the CFP® Website at

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The objectives of this course are to review certain elements of financial reporting, to develop financial analysis skills, and to gain experience in using accounting information for decision making. Prerequisite(s): ACCT 6301 or ACCT 2301 AND ACCT 2302
This course applies economic analysis to managerial issues in the business world. Specific topics considered include demand analysis, production and costs, pricing policies, and market structures. Extensive use is made of case studies.
An analysis of formal organizational theory and the interrelationship of individuals in organizations. A study of the organization as a system of authority, status, leadership, direction, culture, ethics, communication and influence.
The study of the role of the production function in the business system and its relationship to marketing and finance. The focus is on the decision-making necessary for productivity improvement in the transformation process of manufacturing and non-manufacturing service organizations. Strategies of production system design, capacity management, quality management; production planning, inventory planning and control, facility location and supply chain management are explored. Systems studies include Just-in-Time, Total Quality Management and Flexible Manufacturing Systems.
The study of advanced topics and cases in corporate managerial finance. The course builds on the foundation finance course; and covers topics including valuation of securities, valuation of business and investment decisions, capital structure, cost of capital, mergers and acquisitions, working capital management, international corporate finance and risk management. Prerequisite: FINA 6303 or FINA 3380 or equivalent.
This course is an advanced study of marketing policy and decision-making based upon a consumer orientation, innovation and creative adaptation to change, cultural implication of marketing action, and the role of theory in marketing. It investigates how marketing affects overall corporate and business decisions and gives students an opportunity to look at high-level strategic marketing decisions in product planning, promotion pricing and distribution.
Alternative approaches to managing the resources (computers, networks, software, data, & people) that organizations utilize in applying information systems. The roles of the user/manager identifying opportunities, obtaining computer applications and creatively using information technology to improve operational, tactical and strategic planning and performance. Topics that will be covered include enterprise systems, managerial support systems, decision support systems, e-commerce applications.
Business research techniques and methodologies. Topics include scientific method, business information sources, research proposal development and evaluation, research design, scaling and instrument design, sampling design, statistical packages and applications, research reporting and writing and ethical considerations in business research.
This capstone course integrates knowledge in functional areas and covers strategy formulation, implementation and evaluation. Different types of organizations in all kinds of environments and industries are studied. Technology, culture and ethics are important environmental variables considered.
This course introduces fundamental concepts of financial tools and analysis for making effective managerial decisions. Topics include the role of the financial manager in the organization, decisions affecting the internal management of the firm, financial statement analysis, and operational planning and budgeting.
An examination of financial and managerial accounting theory and concepts and their application in financial and managerial decision making.
An introduction to statistical methodology to include probability concepts, inference techniques, analysis of variance, regression analysis, chi square and other nonparametric analyses. This course focuses on the use of the computer in performing statistical analysis.
This course is designed as an introductory course to the personal financial planning profession at the graduate level. The course will focus on time value of money, personal financial statements, cash and debt management, and education and retirement planning. The course will also provide learning activities that facilitate student growth and development in higher-level thinking, communication skills, and peer networking.
This course is designed to examine topics of retirement planning and retirement plans from both the employer/employee and individual client settings. A case study approach will be used to apply and integrate the material, and evaluation of financial alternatives will be emphasized. In addition, the course will provide learning activities that will facilitate student growth and development, communication skills, and critical thinking.
This course is designed to introduce students to the wealth management aspects of financial planning. The course will provide an overview of the theory and practice of wealth management to include the investment process portfolio design and implementation, tax management, and fund selection and evaluation.

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Tuition & Financial Aid

UT Rio Grande Valley's 100% online accelerated graduate programs offer affordable tuition, and financial aid is available for those who qualify.

Total Program Cost

Per Credit Hour

Per 3-Credit-Course

*We estimate that tuition and fees will total no more than the rates shown above; however, rates are subject to change.


For more information on our Graduate Scholarships, please visit our Scholarships page.

Financial Aid

UTRGV is an equal opportunity institution in the administration of its financial aid programs. In keeping with this policy, financial aid is extended to students without regard to race, creed, sex, national origin, veteran status, religion, age or disability. For additional information regarding funding please visit our Financial Aid for Accelerated Online Programs page.

Additional Fees

No Application Fee
Graduation Fee: $50


Please review all the admission requirements for the Master of Business Administration with a specialization in Financial Planning Online degree program. For specific questions or more details, contact an enrollment specialist at 1-833-887-4842.

Admissions Criteria

Online Application

Submit your application online.

Official Transcript

Submit transcripts from all colleges/universities


3.0 (on a 4.0 scale)


Required for admission. GMAT/GRE waiver available