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MBA/CFA Chartered Financial Analyst Track

Chartered financial analyst (CFA) is the designation of professional excellence within the global investment community.

This track requires the same number of credits as the master of business administration degree but offers more finance training. The curriculum emphasizes knowledge necessary to work in asset valuation or portfolio management. Students who complete this track receive a master of business administration degree and graduate prepared to sit for the first (Level I) of three exams offered by the Chartered Financial Analyst Institute. Students must pass the institute’s Level I, Level II and Level III exams and meet all eligibility requirements to become a CFA® charter holder.

Courses for the first 28 credits of the MBA-CFA® track are the same as the traditional master of business administration degree. Students then take four specialized concentration courses and two finance electives to complete the 46 credits required for the degree. Students interested in this track must notify their adviser prior to completing all the Foundations for Effective Management courses.

Course requirements are listed below. Differences from the traditional master of business administration curriculum are designated with an asterisk.

Foundations for Effective Management
MBA 600 Financial Reporting & Analysis (3 credits)
MBA 605 Business Communications (1 credit)
MBA 610 Business Decision Analysis (3 credits)
AC 600 Strategic Cost & Profitability Analysis (3 credits)
EC 600 Economics for Business Decision Making (3 credits)
FIN 600 Financial Analysis & Decision Making (3 credits)
IB 600 Managing in a Global Economy (3 credits)
MG 600 Business Ethics & Legal Environment (3 credits)
MG 610 Managing People & Organizations (3 credits)
MK 600 Managing Customers and Markets (3 credits)

Concentration Courses*
AC 613 Financial Statement Analysis* (3 credits)
FIN 610 Global Investment Analysis* (3 credits)
FIN 612 Fixed Income Investments* (3 credits)
FIN 690 Capstone Seminar in Investment Analysis (3 credits)

Electives (6 credits)
In addition to the courses listed above, students must complete 6 additional credits in finance.

This program is also offered in an online format. Learn more