Is it time to consider a career as a financial planning professional?
This CFP Board-registered certificate program is a step in achieving the CERTIFIED FINANCIAL PLANNER™ certification. Upon successful completion of this 18-unit program, participants will be awarded an SDSU Executive Financial Planner Advanced Certificate, and will be eligible to sit for the CFP board exam.
Who Should Apply — Do you meet one of these criteria?
- Financial services firm employees with client contact experience
- Attorneys, CPAs, Enrolled Agents, and CFAs
- Accountants and financial professionals
- Candidates with advanced degrees in business
Fully accredited by the AACSB International, the College of Business Administration conveniently offers the Executive Financial Planner program. Students pursuing further graduate studies may apply units from this certificate toward the Master of Science degree in Financial and Tax Planning.
Applicants eligible for the Executive Financial Planner program should have a bachelor's degree and two or more years of experience in the fields of financial services, finance, law, or accounting. Others will be considered on a case-by-case basis. To be admitted to the program, candidates must meet the departmental and university admission requirements. Students who earn the certificate will complete 18 units of coursework including FIN 522, FIN 590, FIN 651, FIN 657, FIN 705, and ACCT 503.
SDSU offers three CFP Board-registered financial planning programs that qualify graduates to sit for the CFP Board's comprehensive exam. In addition to the six-course (18 unit) program described here, students may also qualify for the CFP Board exam by earning either of the following on-campus degrees:
- B.S. in Financial Services with a Certificate in Personal Financial Planning
- M.S. with a Concentration in Financial and Tax Planning
How to Apply
Visit SDSU's Personal Financial Planning website at www.sdsu.edu/finplan, select Executive Financial Planner, and download the application form. Send the completed application form to Program Director Thomas Warschauer, Ph.D., CFP®, at firstname.lastname@example.org before the next class. One three-unit certificate class taken prior to matriculation may be transferable to the Executive Financial Planner Advanced Certificate program. Please contact Professor Warschauer for more information.
In order to earn an advanced certificate or master's degree, you must apply and be admitted to SDSU. For more information, please contact the Division of Graduate Affairs at email@example.com, visit https://admissions.sdsu.edu/graduate or call (619) 594-5213.
This CFP Board-registered certificate program is a step in achieving the CERTIFIED FINANCIAL PLANNER™ certification.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®,CERTIFIED FINANCIAL PLANNER™ and federally registered CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
The program provided me with an opportunity to get an amazing education and designation, while I still could produce at my current employment.
~ Adam Shaw, SDSU Financial Planning student
Taxation of individuals, including income, deductions, credits, social security taxes, and property transactions.
Nathan A. Oestreich
Preparation of family financial plans using comprehensive cases and/or real financial data. Financial planning software. Counseling and communication skills, behavioral finance, client psychology, practice standards, discipline and ethics.
November 29 - February 14
Characteristics of financial markets and instruments. Contemporary as well as traditional approaches to problems of pricing individual securities; portfolio selection and analysis; techniques of analysis; measurement of risk; return, and investment values.
September 11 - December 11
The scope and nature of estate planning. Identification and analysis of the environmental factors and those aspects of federal and state law affecting estate planning and taxation. Estate taxation and social policy.