Chart a brighter future for your clients

Partnering with the nationally recognized Bruce F. Braden School of Taxation, the Advanced Financial Planning program enables you to build on your CFP® background and take your career to the next level—whether you are a financial planner, investment adviser, or money manager. Faculty members are experienced practitioners in their fields who give you the technical and relationship-building skills that will give your clients a better outcome. The program is built around the Graduate Certificate in Taxation or the Graduate Certificate in Estate Planning, depending on your needs. You can complete the Master of Science in Advanced Financial Planning 100% online to fit your busy schedule.

ABOUT THE PROGRAM

The Master of Science in Advanced Financial Planning is an innovative degree designed for financial planners who have already passed the CFP® examination and who wish to reinforce key planning skills and increase their expertise in the critical areas of either taxation, estate planning, or financial life planning skills, while adding the weight of a master’s degree to their professional credentials.

The financial life planning concentration was designed and is taught by many of the founders of the field, while the taxation and estate planning concentrations are co-taught with the nationally known Bruce F. Braden School of Taxation. GGU’s financial planning program permits students to build on their CFP® background and move directly into advanced study in their chosen field. This degree program is particularly well-suited for new or more experienced planners who aim to take their careers to a higher level.


LEARNING OUTCOMES

Graduates of the MS in Advanced Financial Planning program will demonstrate the following skills and capabilities:
  • Interpersonal skills necessary to maintain successful client relationship 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 principles of managing a financial planning practice.
  • Knowledge of the legal and regulatory environment in which financial planning occurs and familiarity with relevant licensing, reporting and compliance requirements.
Graduates with a concentration in Financial Life Planning will demonstrate the following skills and capabilities:
  • Advanced interviewing skills for uncovering client history, vision, and values.
  • Identify specific client behavioral biases and heuristics and adapt advice accordingly.
  • Advanced coaching skills for helping clients affect positive change and achieve goals.
  • Apply research on client trust and relationship commitment to develop and sustain highly-functional client relationships.
  • Apply research on the impact of money scripts to facilitate better financial health for clients.
Graduates with a concentration in Taxation or Estate Planning will demonstrate the following skills and capabilities:
  • Knowledge of essential tax principles and doctrines, including, but not limited to the following; and be able to critically apply these principles to practical situations:
    • Common law
    • Claim of right
    • Assignment of income
    • Realization
    • Constructive receipt
    • Related party transactions
    • Gross income
    • Tax benefit rule
  • The ability to identify tax issues, to research these issues, and to communicate effectively the results orally and in writing

TUITION

Ageno School of Business Courses: $3,045 per 3-unit course.

Tuition varies for other courses. See Tuition & Fees for details.


LOCATIONS

This program is offered at the following locations:

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In the News

New master's degree to teach advisers financial life planning skills

The Advanced Financial Planning program and its Financial Life Planning concentration were featured by Investment News .

#1 NATIONAL RANKING

Best College for Adult Learners

Washington Monthly gives GGU the top spot in its College Guide.

LEARN ABOUT GGU

FINANCIAL PLANNING

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