Jul 18, 2024  
2023/2024 University Catalog 
2023/2024 University Catalog [ARCHIVED CATALOG]

Executive Financial Planner Advanced Certificate

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(SIMS Code: 226602)

Offered through SDSU Global Campus

The advanced certificate is intended for students who wish to provide advanced financial planning advice to individuals, families and partners. The program is intended for experienced financial, legal, or accounting professionals who enroll in the Executive Financial Planner Advanced Certificate Program. Offered jointly by the Fowler College of Business and SDSU Global Campus, this advanced certificate is registered with the Certified Financial Planner Board of Standards, Inc., as a program intended to meet their education requirements to sit for the CFP® Certification Examination.

Applicants for any type of graduate study at San Diego State University must: (a) hold an acceptable baccalaureate degree earned at an institution accredited by a regional accrediting association, or the applicant has completed equivalent academic preparation as determined by the graduate dean; (b) have attained  a grade point average of at least 2.85 in an acceptable earned baccalaureate degree, or at least 2.85 in the last 60 semester (90 quarter) units attempted, or hold an acceptable post-baccalaureate degree earned at an institution accredited by a regional accrediting association; (c) have been in good standing at the last institution attended. Applicants who do not qualify for admission under provisions (a) and (b) may be admitted by special action if the graduate dean determines that there is other academic or professional evidence sufficient to warrant such action. Applicants from foreign countries see International (Foreign) Student Admission Requirements.

Admission to the Executive Financial Planner Advanced Certificate program does not constitute admission to the master’s degree programs of the Fowler College of Business, which has additional requirements including qualifying scores on the Graduate Management Admissions Test (GMAT).

The advanced certificate requires 18 units; however, the program director may waive up to six units based upon prior coursework and professional credentials. Prerequisites can be waived by the Director of Graduate Programs.  Waivers are determined by evaluating prior course content, institution at which courses were taken, grades received, and time since courses were completed.

Certificate Course Requirements (18 units)

Students must earn a 3.0 average in these classes in order to earn the certificate. Classes with a grade below a “C” (2.0) may not be included. Students admitted to a master’s program may use certificate credit toward a graduate degree in business (Master of Business Administration or Master of Science in Business Administration) with the permission of their graduate adviser.

All course units may be used for business majors and concentrations where applicable and approved by the student’s graduate adviser.

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