Executive Financial Planning

Program Highlights

The goal of the Executive Financial Planner Advanced Certificate program is to enable experienced financial services professionals to understand the content material of financial planning with the goal of providing advice based solely on the interests of their clients.

•	18-month program.
•	Convenient downtown location.
•	Taught by prominent SDSU faculty and seasoned professionals who are experts in financial planning, taxation, estate planning, insurance management and investments.
•	Upon successful completion, participants will be awarded an SDSU Executive Financial Planner Advanced certificate.
•	These courses are taught at the graduate level. If a student becomes a candidate for the Master of Science degree with a concentration in Financial and Tax Planning, courses in this program may count toward their degree with the permission of their adviser

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 30, 2011 6:39 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.