Executive Financial Planner Certificate Admissions

SDSU Executive Financial Planner Advanced Certificate

Participants who successfully complete the program with a B (3.0) weighted average in the six courses will be awarded an Executive Financial Planner Advanced Certificate. As this is a CFP Board-Registered Program, the certificate qualifies you to sit for the CFP Board's comprehensive exam. Students who do not earn a 3.0 average must repeat necessary classes as a paid student until their average meets that requirement.

Admission Requirements:

  • A Bachelor's Degree from Regionally-Accredited University in the US or international equivalent.
  • Completed Preliminary Departmental Application (pdf) AND CSU Mentor application. (Instructions for the CSU mentor application is sent to students whose Preliminary Departmental Application are approved).
  • Grade point average of at least 2.85 in an acceptable earned baccalaureate degree, or at least 2.85 in the last 60 units attempted (this may be waived in unusual circumstances)
  • Experience in one of the following:
    1. Employed in Financial Services field with 18 months of client contact experience or 36 months without client contact completed at time program begins.
    2. CFA, CPA, CFA or Licensed Attorney with experience.
    3. Worked in corporate finance or accounting with significant relevant experience.
    4. A degree in a business field with three years relevant experience.
    5. Five years experience in the US military (O4 and above).
  • Applications are considered on a case-by-case basis. The above requirements are guidelines.