Undergraduate Certificate in
Financial 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!
Program at a Glance
Program
Financial Planning
Format
Online, Hybrid
Total Units
21
Summer ’26 Final Application Deadline
April 13
Program Overview
The Undergraduate Certificate in Financial Planning is designed for students who are interested in understanding the complex and comprehensive nature of personal finance. Students will learn all aspects of the financial life cycle, allowing them to develop their own financial plan or begin a journey to become professional financial planners, investment advisers, or money managers. Personal finance is a broad and rapidly-growing field with many career opportunities. This course of study satisfies the educational requirements necessary for the premier Certified Financial Planner™ designation.
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.
Curriculum
All courses must be completed at Golden Gate University with a cumulative grade-point average (GPA) of 3.00 (“B” average) or better in courses taken at Golden Gate University that are applicable to the program’s requirements.
Course prerequisites are indicated in the course description for each course and must be satisfied prior to enrolling in a given course. Prerequisites may be satisfied through transfer of equivalent coursework from external institutions or by taking the courses at GGU.
The seven courses that make up the Financial Planning Undergraduate Certificate also comprise much of the core of the MS degree in financial planning. Thus, students who complete the certificate program need only three additional courses (as well as any foundation courses that may be required) in order to complete the MS degree. Students should speak with the director of the financial planning program about this exciting opportunity.
Learning Outcomes
Students who successfully complete this certificate program will gain:
- The skills and knowledge of personal financial planning that are represented in the full range of topics covered by the CFP™ examination.
- Interpersonal skills necessary to maintain successful client relationships and to work effectively with colleagues, individually or in teams.
- The quantitative, analytical, and technical skills needed to address complex financial situations.
- The ability to apply their knowledge to real-world problems in financial planning.
- Knowledge of the legal and regulatory environment in which financial planning occurs and familiarity with relevant licensing, reporting, and compliance requirements.
- The ability to recognize the ethical dilemmas that may arise in financial planning practice and familiarity with appropriate responses to those dilemmas, as reflected in the CFP™ Board’s Code of Ethics and Professional Responsibility.
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