Master of Science In

Advanced Financial Planning

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.

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 more experienced planners who aim to take their careers to a higher level.

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.

Ways to Learn

Online
San Francisco
Hybrid

Estimated Cost

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A POWERFUL NETWORK

Golden Gate University Alumni Map

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 At Top Organizations

 In High-Level Positions

 Around the World

Featured ALUMNI

Derek Elrod

Derek Elrod, CFP®

MS, Advanced Financial Planning candidate

President
RB Capital Management

Career Retrospective

Dr. Dave Yeske CFP® is the Program Director for Financial Planning who received a major award from a national industry association. Watch the video hihglighting his accomplishments.

A Few of Our Accolades




TOTAL UNITS — 30

Core Courses — 6 units

FI 430
Business Development in Financial Services
FI 434
Cases in Financial Planning

Concentrations — 24 units

Students choose one of the following concentrations for 24 units:
  • Financial Life Planning
  • Estate Planning
  • Taxation

CONCENTRATIONS

ADMISSION REQUIREMENTS

The MS in Advanced Financial Planning (MS AFP) is a 10-course degree that requires completion of 30 units of advanced program coursework, with a cumulative grade-point average of 3.00 (B) or better in courses taken at Golden Gate. Courses carry three semester units of credit unless otherwise noted. All course prerequisites must be satisfied prior to enrolling in a given course; prerequisites are indicated in the section “Course Descriptions.” Applicants to this program must possess an undergraduate degree from an accredited college or university and have passed the Certified Financial Planning® examination at the time of admission. No foundation courses are required for this degree; passage of the CFP® examination provides adequate evidence of appropriate preparation for advanced study in financial planning and taxation.

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

FINANCE AND ECONOMICS DEPARTMENT

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