NOTE: Admission to the Executive Financial Planner Advanced Certificate Program has been suspended while we conduct a comprehensive program review. We anticipate that the review will take place during the Fall, 2020 semester. Announcement of reopening admission for the ongoing program will be made when the review has been completed. applications will open in October 2020 at the earliest
Welcome to the Executive Financial Planner Advanced Certificate Program
Our "Executive Financial Planner" Advanced Certificate program is now in its sixteenth year. It is a six-course circular program (students can enter at the start of any of five classes and then complete the capstone class).
You may decide to make the commitment to work toward the SDSU Executive Financial Planner Advance Certificate and continue, if admitted, to complete a Master's Degree in Financial and Tax Planning.
We feel this program is one of the strongest in the nation and are quite proud of SDSU's accomplishments in this area. The CFP Board has reviewed this program and approved it “with commendation”. Financial Planning has been named one of America's "Best Jobs" and we feel SDSU is the best place to prepare for, or enhance, a career in that field.
Tom Warschauer, Ph.D., CFP®