Graduate Certificate in Financial Life Planning

Info Session: Financial Planning Programs

October 23, 2025 | 12:00pm PT

Join us for a 30-minute info session about Golden Gate University’s Financial Planning programs, including the MS in Financial Planning, MS in Advanced Financial Planning, and Financial Planning Undergraduate and Graduate Certificates.

This session will provide an in-depth overview of each program, including learning outcomes, which program is right for you, and key details about tuition, admission requirements, and upcoming deadlines.

The program director will be present to offer insights and answer any questions you may have. Don’t miss this opportunity to discover how GGU can help you achieve your professional goals in financial planning field!

Smiling man standing with arms crossed.

Program at a Glance

PROGRAM

Financial Life Planning

TOTAL UNITS

9

FORMAT

Online, Hybrid

SPRING ’26 EARLY APPLICATION DEADLINE

November 8, 2026

Program Overview

Golden Gate University’s innovative, research-based program is designed to equip financial planners with the tools necessary to become effective change agents for clients. Research in psychology and behavioral finance offers insight in how to facilitate positive change in the lives of clients. This is the new frontier for financial planners.

From financial therapy, to coaching skills, positive psychology, therapeutic interviewing, and behavioral finance, this certificate program provides the knowledge and abilities to apply these powerful insights to work with clients. Students will survey the landscape and meet the innovators who develop the tools and perspectives of financial life planning.

  • Become an effective change agent in this growing, well-paid profession.
  • Prepare for the CFP®.
  • Learn from instructors from powerful Bay Area financial institutions.
  • Apply credits towards a Master’s in Financial Planning or an MBA.
  • No GRE or GMAT required.

What is Financial Planning?

Dave Yeske, Founding Program Director of GGU’s Financial Planning programs offers an overview of financial planning.

Admission Requirements

For details about admission requirements, please check the Admissions page.
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