Master Planner Advanced Studies™ (MPAS®): What it Means and Why it Matters

The Master Planner Advanced Studies™ (MPAS®) designation signifies a financial professional’s advanced expertise in personal financial planning. Awarded by the College for Financial Planning®—a Kaplan Company, this credential requires the completion of a Master of Science degree with a major in personal financial planning, encompassing 30 semester credits. The curriculum delves into comprehensive financial planning topics, equipping designees with critical thinking and problem-solving skills essential for addressing complex financial scenarios.

Understanding the MPAS® Designation

The MPAS® designation is designed for financial professionals aiming to deepen their knowledge and proficiency in personal financial planning. It reflects a commitment to academic excellence and practical application in the financial planning field.

How do financial advisors earn the MPAS® designation?

To earn the MPAS® designation, candidates must complete a Master of Science degree with a major in personal financial planning from the College for Financial Planning. This program consists of 30 graduate-level semester credit hours, incorporating research-based coursework and real-world case studies. Graduates are required to complete assignments, projects, research, and papers, demonstrating their ability to apply advanced financial planning concepts effectively.

Continuing Education Requirements

Maintaining the MPAS® designation necessitates ongoing professional development. Designees must complete 40 hours of continuing education every two years to ensure they remain current with evolving financial planning practices and standards.

Benefits of the MPAS® Designation

Holding the MPAS® designation offers several advantages:

• Advanced Expertise: The rigorous academic program enhances a professional’s ability to tackle complex financial planning challenges.
• Credibility: The designation signifies a high level of knowledge and commitment to ethical standards, building trust with clients.
• Career Advancement: Designees often find increased opportunities for career growth and recognition within the financial planning industry.

Summary

The MPAS® designation represents a significant achievement in the field of personal financial planning, reflecting both advanced education and a dedication to ongoing professional development. Financial professionals holding this credential are well-equipped to provide sophisticated financial planning services, addressing the diverse needs of their clients.

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Governing Body: The MPAS® designation is conferred by the College for Financial Planning®—a Kaplan Company.

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Frequently Asked Questions

What topics are covered in the MPAS® program?

The program includes subjects such as financial analysis, income tax planning, investment management, retirement planning, and estate planning, among others.

Is the MPAS® designation recognized nationally?

Yes, the MPAS® designation is recognized across the United States as a mark of advanced expertise in personal financial planning.

How does the MPAS® designation differ from other financial planning credentials?

Unlike some certifications, the MPAS® requires the completion of a master’s degree program, indicating a higher level of academic achievement and specialized knowledge in personal financial planning.

Are there any prerequisites for enrolling in the MPAS® program?

Applicants typically need a bachelor’s degree from a regionally accredited institution to enroll in the Master of Science program leading to the MPAS® designation.

What is the process for renewing the MPAS® designation?

Designees must complete 40 hours of continuing education every two years and adhere to the College’s Standards of Professional Conduct to maintain the designation.