Master of Science in Financial Planning
This degree is designed for students who aspire to become financial planners, investment advisers, or money managers, or who may be interested in one of the many elements of this broad and rapidly-growing field. By pursuing a financial planning education at Golden Gate University, students will move into the 21st century equipped with the latest skills, with appropriate professional credentials, and with advanced academic degrees. This course of study also satisfies the educational requirements necessary for the premier Certified Financial Planner designation.
The work of the financial planner is best viewed through a "quality of life" lens: How can one assist one's clients in achieving their life goals and realizing their dreams? There are important technical issues to be addressed: What tax structure is best suited for my client? What asset allocation provides the desired risk/return profile?
Many of the critical questions have to do with the kind of life the client envisions, and how the client's emotional and psychological predispositions facilitate or obstruct the development of successful financial plans. It is the overarching objective of the Master of Science in Financial Planning to ensure that our graduates have both the technical skills and the relationship skills needed to create and deliver financial strategies that will support their clients' progress towards their most important life goals.
Online courses allow students to pursue a strictly online financial planning degree. Students can apply for admission, sign up for classes, communicate with professors and other students, and access all course information online at any time. This allows you to study financial planning from the comfort of your home, rather than having to find a financial planning school nearby that fits in your schedule.
Graduates of the master of financial planning degree program will possess:
- The skills and knowledge of financial planning that are represented in the full range of topics covered by the CFP examination.
- Interpersonal skills necessary to maintain successful client relationships and to work effectively with colleagues, individually or in teams.
- The quantitative, analytical, and technical skills needed to address complex financial situations.
- The ability to apply their knowledge to real-world problems in financial planning.
- Knowledge of the legal and regulatory environment in which financial planning occurs and familiarity with relevant licensing, reporting, and compliance requirements.
- The ability to recognize the ethical dilemmas that may arise in financial planning practice and familiarity with appropriate responses to those dilemmas, as reflected in the CFP Board's Code of Ethics and Professional Responsibility.
Ageno School of Business Courses: $2,700 per 3-unit course
Tuition varies for other courses. See Tuition & Fees for details.
This program is offered at the following locations: San Francisco, Online .
All course prerequisites must be satisfied prior to enrolling in a given course. Individual foundation program courses may be waived if the student has previously completed comparable courses at a regionally accredited college or university. Students may be admitted to advanced program courses before completion of the entire foundation program, but must complete the foundation program by the time that 12 units have been earned in the advanced program.
Computer Proficiency Requirement
Applicants are expected to demonstrate a working familiarity and skill with computers and software applications appropriate for graduate studies. This includes knowledge of word processing, spreadsheet analysis, visual presentation software and network access capabilities. Faculty may require additional preparation for those students who have not achieved the needed proficiency.
Math Proficiency Requirement
Students admitted to this program are expected to possess a level of mathematical skill at least equivalent to:
Total Units -- 42
Foundation Programs -- 12 units
- ACCTG 201
- Accounting for Managers
- ECON 202
- Economics for Managers
- FI 203
- Financial Analysis for Managers
- MATH 240
- Data Analysis for Managers
Advanced Programs -- 30 units
Core Courses -- 21 units
- FI 420
- Personal Financial Planning
- FI 421
- Personal Investment Management
- FI 422
- Retirement and Employee Benefits Planning
- FI 425
- Income Tax Planning
- FI 426
- Estate Planning
- FI 483
- Risk Management and Insurance Planning
- FI 434
- Cases in Financial Planning
- FI 450
- Practicum in Financial Planning
Electives — 9 units
Take three 300- or 400-level graduate courses with FI prefixes. Courses appropriate for careers in financial planning include:
- FI 305
- Financial Statement Analysis
- FI 307
- Financial Modeling
- FI 344
- Fundamental Analysis of Securities
- FI 346
- Derivative Markets
- FI 350
- Portfolio Management
- FI 352
- Technical Analysis of Securities
- FI 360
- Behavioral Finance
- FI 430
- Business Development in Financial Services
- FI 450
- Practicum in Financial Planning
- FI 460
- Real Estate
- FI 463
- Real Estate Finance and Investment
- FI 497
- Internship in Finance
- FI 498
- Special Topics in Finance
FINANCE AND ECONOMICS DEPARTMENT
- Naser Abumustafa, Chair & Professor of Finance Department
- Maneeza Aminy
- Julie Asti, Adjunct Professor
- Nicholas Bergan, Adjunct Professor
- Admassu Bezabeh, Senior Adjunct Professor
- Roman Bogomazov, Adjunct Professor
- Martin Brook, Adjunct Professor
- Scott Buchanan, Adjunct Professor
- Elissa Buie, Adjunct Professor
- Walter Chao, Adjunct Professor
- Gregg Clarke, Adjunct Professor
- Donald L. Davis, Senior Adjunct Professor
- Saundra Davis, Adjunct Professor
- Marty Dirks, Adjunct Professor
- Peter Freeman, Adjunct Professor
- Philip Friedman, Professor
- Lewis Gridley, Adjunct Professor
- Steve Hawkey, Professor
- William Hermann, Senior Adjunct Faculty
- Honorable Christopher R. Inama, Senior Adjunct Professor
- Todd Jensen, Adjunct Professor
- Robert Kagan, Senior Adjunct Professor
- Rick Kahler, Adjunct Professor
- Margaret Kim, Adjunct Professor
- Mladena Kotchmalarska, Adjunct Professor
- Martin Medeiros, Adjunct Professor
- Joseph Ori, Adjunct Professor
- Barron Peake, Professor Emeritus
- Jason Pera, Adjunct Professor
- Brian Pon, Adjunct Professor
- Harry Portolos, Adjunct Professor
- Martin Pring, Adjunct Professor
- Henry Pruden, Professor
- William C. Sarsfield, Senior Adjunct Faculty
- Shahbaz Shahbazi, Adjunct Professor
- Raj Sharma, Adjunct Professor
- Hamid Shomali, Professor
- Lawrence A. Souza, Adjunct Professor
- Richard Targett, Adjunct Professor
- John R. Thomas, Adjunct Professor
- Jarret Topel, Adjunct Progessor
- Brett Villaume, Adjunct Professor
- Mark Walsh, Adjunct Professor
- William Wesley, Adjunct Professor
- David Yeske, Adjunct Professor
- John Zott, Adjunct Professor
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