COURSE CURRICULUM

The M.B.A. with a concentration in Financial Planning at the University of North Texas is designed to prepare students for advanced careers in personal finance, wealth management, and financial advisory services by combining core business education with specialized financial planning expertise. Students benefit from instruction by award-winning faculty members, including experienced financial planners who are actively engaged in the Dallas–Fort Worth (DFW) financial services industry, providing strong real-world insight and professional guidance. The program also emphasizes industry connectivity, allowing students to build relationships with major employers and leading Registered Investment Advisory firms across DFW, Texas, and the broader national financial sector, which enhances internship and job opportunities after graduation. The curriculum includes specialized courses such as estate planning, fundamentals of financial and insurance planning, investment management, federal income taxation, retirement planning and employee benefits, and techniques in effective financial planning, all designed to develop both technical financial knowledge and practical client advisory skills. These courses prepare students to handle complex financial decision-making processes and to support individuals and organizations in achieving long-term financial goals. The career outlook for graduates is strong, particularly in Texas, where the financial services sector has experienced significant growth, adding nearly 30,000 jobs between 2020 and 2024, representing a growth rate of approximately 21.4%. The Dallas–Fort Worth region is a major hub for financial services, with over 50,000 jobs in the sector and the presence of major companies such as Charles Schwab, Fidelity Investments, Vanguard, TIAA, JP Morgan, Goldman Sachs, and Fisher Investments. This rapid expansion has positioned the region as an emerging national financial center, often referred to as “Y’all Street” by the Wall Street Journal. Overall, the program equips students with the expertise, industry exposure, and professional network needed to succeed in the evolving financial planning and wealth management industry.