Our “Executive Financial Planner” program is now in progress at our downtown San Diego location. It is a six-course circular program (students can enter at the start of any class).

The tabs at the left should help you decide to make the commitment to work toward the SDSU Certificate in Personal Financial Planning, the CFP Board certification, and possibly a Master’s Degree in Financial and Tax Planning.

We feel this program is one of the strongest in the nation and are quite proud of SDSU’s accomplishments in this area. Financial Planning was recently named America’s “Best Job” and we feel SDSU is the best place to prepare for, or enhance, a career in that field.

Please find information on the program on this website. If you decide to join us, please fill out an application and forward it to me, before the next class.

Sincerely,

Thomas Warschauer, PhD, CFP®
Professor of Finance and Program Director

Financial Planning Programs
San Diego State University
5500 Campanile Drive
San Diego, CA 92182-8236
Telephone: (619) 594-4354
Fax: (619) 594-3272

email: asomers@mail.sdsu.edu

Accredited by AACSB International

CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP ®(with flame design) are certification marks
owned by Certified Financial Planner Board of Standards, Inc.
SDSU does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with flame design) marks.
CFP® certification is granted solely by Certified Financial Planner Board of Standards Inc.
to individuals who, in addition to completing an educational requirement such as this
CFP Board-Registered Program, have met ethics, experience and examination requirements.