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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.

If you decide to join us, please fill out a preliminary application (docx) (or preliminary application (pdf)) and send it to Tom Warschauer ([email protected]).


Office Location



Tom Warschauer, Ph.D., CFP®
Program Director
[email protected]