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.

  •  Online
  •  San Francisco
  •  Hybrid
  •  9 Total Units

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From financial therapy, to coaching skills, positive psychology, therapeutic interviewing, and behavioral finance, this certificate program provides the knowledge and abilities to apply these powerful insights to work with clients. Students will survey the landscape and meet the innovators who develop the tools and perspectives of financial life planning.

  • Become an effective change agent in this growing, well-paid profession.
  • Prepare for the CFP®.
  • Learn from instructors from powerful Bay Area financial institutions.
  • Apply credits towards a Master's in Financial Planning or an MBA.
  • No GRE or GMAT required.
* Tuition rate contingent on verified FPA membership. If not a member, regular $1,090 unit price remains.

Important Note:

Graduate certificate admission is limited to domestic students. Students that plan to study on an F or J Visa may apply to graduate programs only.

ADMISSION REQUIREMENTS

  • Minimum education: Bachelor's degree
  • Prerequisite courses: None
  • Student status: May not be currently enrolled in a GGU degree or certificate program and may not have been enrolled in a GGU graduate degree or certificate program during the previous 12 month period.
  • Residency: F or J Visa holders are not eligible.

Read more about Admission Requirements to Certificate Programs

FINANCE AND ECONOMICS DEPARTMENT

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