Executive Certificate in Financial Planning

Professional Development Certificate

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.

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