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Executive Financial Planner Advanced Certificate Curriculum
Federal Taxation of Individuals
ACCT503: Taxation of individuals, including income, deductions, credits, social security taxes and property transactions.
Individual Insurance Management
FIN522: Economic, legal, social and ethical considerations of individual, business and group insurance, including life, health, property, liability and social insurance.
Financial Counseling
FIN657: Decision-making process and theory of individual financial needs. Planning and implementation of financial strategies that aid in meeting family goals. Counseling. Ethics, Preparation of financial plans using cases and individuals.
Seminar in Estate Planning
FIN705: Identification and analysis of those aspects of federal and state law affecting estate planning and taxation.
Seminar in Investments
FIN651: Characteristics of financial markets and instruments; pricing individual securities; portfolio selection and analysis; measurement of risk.
Financial Planning Practicum
FIN 590: Preparation of family financial plans using comprehensive cases and/or real financial data. Financial planning software, Counseling and communication skills, behavioral finance, client psychology, practice standards, discipline and ethics.
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
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