Executive Financial Planner Certificate Program Requirements

Highlights

The goal of the Executive Financial Planner Advanced Certificate program is to enable experienced financial services professionals to understand the content material of financial planning with the goal of providing advice based solely on the interests of their clients.

  • 18-month program.
  • Convenient campus location.
  • Taught by prominent SDSU faculty and seasoned professionals who are experts in financial planning, taxation, estate planning, insurance management and investments.
  • Upon successful completion, participants will be awarded an SDSU Executive Financial Planner Advanced certificate.
  • These courses are taught at the graduate level. If a student becomes a candidate for the Master of Science degree with a concentration in Financial and Tax Planning, courses in this program may count toward their degree with the permission of their adviser. There is a seven year limit on all courses at the time a degree is granted, however.

Federal Taxation of Individuals

ACCT503 Taxation of individuals, including income, deductions, credits, social security taxes and property transactions.

Individual Insurance Management

FIN522 Economic, legal, social and ethical considerations of individual, business and group insurance, including life, health, property, liability and social insurance.

Financial and Retirement Planning

FIN657 Decision-making process and theory of individual financial needs. Retirement planning including social security. Education planning. Financial strategies that aid in meeting family goals.

Seminar in Estate Planning

FIN705 Identification and analysis of those aspects of federal and state law affecting estate planning and taxation.

Seminar in Investments

FIN651 Characteristics of financial markets and instruments; pricing individual securities; portfolio selection and analysis; measurement of risk.

Financial Planning Practicum

FIN 590 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.

Classes Meet Weekly, Tuesday Afternoons, 2:20 to 5:25 PM

Location: On Campus at SDSU

Class Date
Individual Insurance (FIN 522) January 2, 2018 – March 27, 2018
Financial & Retirement Planning (FIN 657) March 27, 2018 – June 19, 2018
Estate Planning (FIN 705) June 19, 2018 – September 11, 2018
Investments (FIN 651) September 11, 2018 – December 4, 2018
Federal Taxation (Acct 503) September 19, 2018 – December 12, 2018
Financial Planning Practicum (FIN 590) is the last course. It is taught three times each year (after the completion of the other five class sequence).

Disclosure: SDSU intends to offer the complete series of courses. However, actual offerings of courses depend upon sufficient enrollment and instructor availability. All courses are also offered at the SDSU main campus. Certified Financial Planner Board of Standards, Inc. awards the CFP® certification mark only upon meeting their complete set of requirements. See their Guide to CFP® Certification online.