SKILLS TO IMPROVE THE LIVES OF YOUR CLIENTS

Become a financial planner, investment adviser, or money manager who helps clients reach their life goals. GGU graduates are ethical problem-solvers that have all the educational requirements necessary for the premier Certified Financial Planner™ designation or CFP™ examination. Faculty are experienced practitioners in their fields who will also teach you relationship-building skills that will give your clients a better outcome. GGU also offers a 100% online option to accommodate students with busy lives.


ABOUT THE PROGRAM

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.


LEARNING OUTCOMES

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.

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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FINANCIAL PLANNING

WEBINAR

Program Director Dr. David Yeske will explain and answer questions about GGU's Master of Science in Financial Planning.

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FINANCIAL HEALTH COURSE

Rick Kahler

FI 424
Facilitating Financial Health:
Tools for Financial Planners and Coaches

with Rick Kahler, President, Kahler Financial Group

Learn to build a trusting relationship with clients and create an integrated financial planning process. Take the course online from Rick Kahler, one of Businessweek's "Top 15 Most Experienced Planners in the Nation."

PLAN YOUR SCHEDULE