The goal of the Executive Financial Planner Advanced Certificate program is to enable experienced financial services professionals to understand the content material of financial planning with the goal of providing advice based solely on the interests of their clients.
ACCT503 Taxation of individuals, including income, deductions, credits, social security taxes and property transactions.
FIN522 Economic, legal, social and ethical considerations of individual, business and group insurance, including life, health, property, liability and social insurance.
FIN657 Decision-making process and theory of individual financial needs. Retirement planning including social security. Education planning. Financial strategies that aid in meeting family goals.
FIN705 Identification and analysis of those aspects of federal and state law affecting estate planning and taxation.
FIN651 Characteristics of financial markets and instruments; pricing individual securities; portfolio selection and analysis; measurement of risk.
FIN 590 Preparation of family financial plans using comprehensive cases and/or real financial data. Financial planning software, counseling and communication skills, behavioral finance, client psychology, practice standards, discipline and ethics.
|Individual Insurance (FIN 522)||October 4, 2016 – January 3, 2017|
|Financial & Retirement Planning (FIN 657)||January 3, 2017 – March 28, 2017|
|Estate Planning (FIN 705)||March 28, 2017 – June 20, 2017|
|Investments (FIN 651)||June 20, 2017 – September 12, 2017|
|Federal Taxation (Acct 503)||September 12, 2017 – December 5, 2017|
|Financial Planning Practicum (FIN 590) is the last course. It is taught three times each year (after the completion of the other five class sequence).|
Disclosure: SDSU intends to offer the complete series of courses. However, actual offerings of courses depend upon sufficient enrollment and instructor availability. All courses are also offered at the SDSU main campus. Certified Financial Planner Board of Standards, Inc. awards the CFP® certification mark only upon meeting their complete set of requirements. See their Guide to CFP® Certification online.