Graduate Certificate in

Financial Life Planning

Golden Gate University's innovative, research-based program is designed to equip financial planners with the tools necessary to become effective change agents for clients.

Research in psychology and behavioral finance offers insight in how to facilitate positive change in the lives of clients. This is the new frontier for financial planners.

Students survey the landscape and meet the innovators who have been developing the tools and perspectives of financial life planning over the past 20 years. This certificate provides the knowledge to apply the insights that they have developed in fields such as financial therapy, coaching, positive psychology, therapeutic interviewing, and behavioral finance.

Ways to Learn

San Francisco

Estimated Cost

Admission Events


The Graduate Certificate in Financial Life Planning requires the completion of three courses, plus any necessary prerequisite courses. Before the certificate courses can be completed, prerequisites must be satisfied through transfer of equivalent coursework or by taking the courses at Golden Gate University.

Read more about Admission Requirements to Certificate Programs


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