Master of Science in Personal Financial Planning (MS)

 

The Master of Science in Personal Financial Planning (MS) is a graduate degree designed to provide financial planning students and professionals the ability to develop and specialize their expertise in financial planning.  Most of the MS program’s core courses focus on additional depth and analysis into various areas of financial planning such as Client Communication and Counseling, Retirement Planning, Risk Management, Estate Planning, Charitable Planning, Advanced Income Tax Planning, Advanced Portfolio Management and Professional Technology.
 
 

D3 Team Members with an MS Degree

Brett Spencer

CEPA, CFP®, MS

Michael Smith

AWMA®, CFP®, CRPC®, MS