Graduate Certificate in Financial Planning
Many business professionals recognize the importance of advanced study in finance, but have neither the time nor the need to complete the requirements for a traditional academic degree. For such students, a graduate certificate is the ideal solution.
Completion of the graduate financial planning certificate also meets the educational requirement of the Certified Financial Planner™ (CFP™ ) designation. This graduate certificate program enables students to master all of the critical functional areas of financial planning. The program culminates in a capstone case course in which members of the class prepare and deliver comprehensive financial plans.
The seven courses that make up the graduate financial planning certificate also comprise much of the core of the MS degree in financial planning. Thus, students who complete the certificate program may need only three additional courses in order to complete the MS degree. Speak with the director of the financial planning program about this exciting opportunity.
No comprehensive examination is required.
Ageno School of Business Courses: $2,520 per 3-unit course
Tuition varies for other courses. See Tuition & Fees for details.
The graduate financial planning certificate requires the completion of seven courses (21 semester units), plus any necessary prerequisite courses. These prerequisites must be satisfied (through transfer of equivalent coursework or through taking the courses at Golden Gate) before the certificate courses can be completed.
Required Courses — 21 units
- FI 420
- Personal Financial Planning
- FI 421
- Personal Investment Management
- FI 422
- Retirement and Employee Benenfits Planning
- FI 425
- Income Tax Planning
- FI 426
- Estate Planning (Must be taken as part of the final six units of the program)
- FI 434
- Cases in Financial Planning
- FI 483
- Risk Management and Insurance Planning
FINANCE AND ECONOMICS DEPARTMENT
Golden Gate University's instructors are what sets us apart from similar institutions. Most of our faculty are professionals working in their fields of expertise. They bring their firsthand experiences and knowledge to the classroom, incorporating cutting-edge practices from the business and legal communities.