SDSU logo

 Exec Financial Planning

 

 

 

   

Download the Application Form

Contact:
Andrew L. Somers, JD, LLM, MSFTP
Program Director
Email: asomers@mail.sdsu.edu

Admission & Fees

SDSU Certificate in Personal Financial Planning
Participants who successfully complete the program with a B- (2.7) weighted average in the six courses will be awarded an SDSU Certificate in Personal Financial Planning. As this is a CFP Board-Registered Program, the certificate qualifies you to sit for the CFP Board’s comprehensive exam. Students who do not earn a 2.7 average must repeat necessary classes as a paid student until their average meets the B- requirement.

Fees

  • The current fee for the program is approximately $7,000. 3-unit classes are $1,236 and 2-unit classes are $824.
  • Students register via an on-line registration link prior to the start of each class. Full payment is due at time of registration.
  • Registration deadline is midnight prior to the start of the second class session. A late fee will be charged to all students registering after this time. Registration after the third class meeting is by petition only and for serious and compelling reasons.
  • Refunds are not automatic. An official withdrawal form must be completed and delivered to the College of Extended Studies Registrar' office. Refunds are made based on the refund schedule posted on the College of Extended Studies web site.
  • Class materials cannot be provided until registration and full payment is confirmed.
  • The University reserves the right to increase fees as necessary.
  • The University reserves the right to cancel classes due to low enrollment.

 

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.

 

 

 

 

Financial Planning Programs   SDSU College of Business Administration
5500 Campanile Drive   San Diego, CA 92182-8236
Location: EBA 312   Tel: (619) 594-4354   Fax: (619) 594-3272   Email: Tom.Warschauer@sdsu.edu

© San Diego State University Last updated: June 16, 2009 3:43 PM "The statements found on this site are for informational purposes only. While every effort is made to ensure that this information is up to date and accurate, official information can be found in the university publications." Please contact nkavanau@mail.sdsu.edu for any website-related issues. CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® 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 logo)® 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.