04-07-2024, 08:51 PM
(04-05-2024, 08:59 AM)freeloader Wrote: I have been admitted to a few MBA with Finance Concentration programs after the UMPI BA in accounting, but have only applied to less selective or non-competitive schools (Eastern Washington, Texas Rio Grande Valley, Marshall U and Southern Utah). I do have around 8 years worth of relevant experience in accounting/financial planning/tax, FWIW.I’ve been working for 6 years (unrelated to finance), breaking into wealth management/financial planning right now. I’m not planning to get an MBA right away, just curious about the options.
Remind me, OP, what stage are you in your life and career? I ask because the MBA is often used as a career pivot or stepping stone degree for people with a few years of experience or at a mid-career point. If you are in your 20s and are earning your first bachelor’s, I wouldn’t recommend an MBA at this time.
If your goal, as evidenced by your handle, is to earn the CFP, have you considered one of the master’s programs that incorporates the CFP education requirements?
Programs that I think are interesting include William Patterson University (NJ) MS in Finance and Financial Services:
https://online.wpunj.edu/degrees/busines...-planning/
Kansas State University’s MS in Financial Planning
https://online.k-state.edu/programs/pers...g-masters/
The Kansas State program is part of the Great Plains IDEA program and the masters degree/graduate certificate is offered through other area universities (including Iowa State and North Dakota State):
https://www.gpidea.org/program/family-fi...l-planning
Alternately, is your goal to try to get into a top tier (and expensive) masters program?
I would want to get into a top MBA program, if someday I do want to pivot into high finance, but not really considering that path right now.
I have thought about a MS program that is CFP certified, but have heard from several industry folks it’s a waste of a degree/MS.


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