MFP 597

Applied Research in Financial Planning

California Lutheran University · UGRD · Fall 2026

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The purpose of the applied research course is to advance your expertise within a particular planning niche. Students will integrate material learned in prior financial planning courses with current research in answering financial planning practitioners' need, which positions you as a content expert. Applied research methodology to be explored outline of the research process in data collection, summary, analysis, and interpretation as well as limitations and implication for financial planning practitioners. Target journal publications are Journal of Financial Planning, Journal of Personal Finance, Financial Service Review, Journal of Financial Services, Journal of Financial Counseling and Planning as well as CFP Board's Financial Planning Review.

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Class #cal_lutheran-2415Fall 2026UGRD3 credits
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