Executive Certificate in Financial Planning

Offered during fall and spring semesters only.
The next cohort begins January 27, 2012.

The SF State Extended Learning Executive Certificate in Financial Planning program has been designed for professionals in the brokerage, insurance, accounting, banking, and related industries. Whether you are new to the financial services industry or a seasoned financial services professional, this program is designed to be equally beneficial. An outstanding faculty presents the material in a manner that is clear, concise and understandable. The program will focus on the technical aspects, practical application, ethics and professionalism of financial planning.

The topics covered by this program are:

The Process of Financial Planning

Insurance Planning

Investment Planning

Income Tax Planning

Retirement & Employee Benefits Planning

Estate Planning

SF State Extended Learning offers this program in partnership with Kaplan Schweser, the leading provider of financial planning and education materials. Kaplan Schweser has helped more than 12,000 financial professionals pass the CFP® Certification Examination. Because of Kaplan Schweser’s extensive experience in providing financial planning education, students participate in an efficient and effective learning environment.

Executive Certificate in Financial Planning Brochure

• Executive Certificate in Financial Planning Brochure (PDF)

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