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  • SBA Graduate Programs Office

  • Kenn B. Tachinno

    • Department Head, Economics, Finance, and Taxation
    • Quick Center, Room 241
    • tel: 610-499-4328


Requirements, MSTFP

The graduate program in taxation and financial planning is designed for practicing accountants and attorneys, recent finance and accounting majors, and others wishing to enter the field of taxation and financial planning. Emphasis is placed on planning for clients, as well as technical competence in practical applications of the current tax law. Successful completion of the curriculum requirements will lead to the degree of master of science in taxation & financial planning (MSTFP). 

Certified Financial Planner (CFP®) Board Registered

Our program goes beyond the topics required for the CFP Board of Standards Inc. (CFP®) exam, developing the tools you will need to successfully work with individual and business clients. As a registered program, our courses satisfy the CFP Board’s education requirement, allowing you to sit for the CFP certification examination.  


The MSTFP program requires 34.5 credit-hours.

Required Courses (25.5 credits)

  • FP 600 Overview of Financial Planning (1.5)
  • FP 601 Financial Fundamentals (1.5)
  • TAX 603 Federal Income Tax for Financial Planning (3.0)
  • FIN 604 Securities Analysis & Investment Management (3.0)
  • FP 610 Tax Research (1.5)
  • TAX 611 Federal Corporate Taxation & the Law of Business Entities (3.0)
  • TAX 612 Federal Estate & Gift Taxation (3.0)
  • TAX 619 Pensions & Retirement Planning (3.0)
  • FP 633 Insurance Products & Planning (3.0)
  • FP 696 Comprehensive Financial Plan (3.0)

Elective Courses (9 credits)

Students select nine credits from 600-level courses in TAX, FP, FIN, BUS, or ACCT. Courses outside of these areas must be approved by the department head of accounting, economics and finance.

For more information about courses and requirements for a master’s degree in taxation & financial planning, see the course catalog.