Have you ever considered embarking on a career in personal financial planning?
San Diego State University offers a year-round, CFP Board-registered Executive Financial Planning certificate that is a step in achieving the CERTIFIED FINANCIAL PLANNER™ certification. Upon successful completion of this 18-unit program, participants will be awarded an Executive Financial Planner Advanced Certificate and will be eligible to sit for the CFP board exam. This program is intended for professionals in financial services firms with client contact experience; attorneys and CPA’s with experience in estate planning or tax; accountants and other financial professionals; and other financially-experienced personnel interested in a career as a financial planning professional. Each 12-week, 3-unit class meets Tuesdays, 2:30-6 pm.
Jack Dugan, MSBA, CFP®, AIF for Pure Financial Advisors, Inc., said the Executive Financial Planner program through SDSU helped get him to where he is today.
“I thought the class provided great practical knowledge,” he said. “Being involved in an environment with other executives in the field made the class that much more interactive. Plus, the quality of professors was fantastic.”
Josh Koehnen, MSBA, CFP® for Financial Designs, Ltd., also attributed the SDSU program for being a key step in his career.
“I was interning with a small independent financial planning company when I took the program,” he said. “It was convenient to put what I learned in class right to work in the real world. The program really helped me transition right into the workplace.”
For more information on the Executive Financial Planning program, email tom.warschauer@sdsu.edu or visit the website.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
pretty solid field, shouldn’t have too much trouble finding work here.
Personal Financial Planning is what should we say “a road less traveled”. People tend to overlook the immense employment possibilities that could be achieved by embarking on this degree. I truly salute San Diego University for creating and providing programs that could develop employment opportunities.