Financial Planning Masters

Advanced Financial Planning, MS

A Master of Science in Advanced Financial Planning from Golden Gate University for CFP-certified planners seeking to deepen expertise in Taxation, Estate Planning, or Financial Life Planning, adding graduate-level credentials and specialization to their financial planning careers.

4.6 (280+ reviews)

1240+ enrolled

18 months total duration

📚 What You'll Learn

Advanced Client Relationship & Practice Management

Taxation, Estate Planning, or Financial Life Planning Specialization

Legal & Regulatory Environment of Financial Planning

Coaching Skills & Behavioral Finance (Life Planning Track)

Estate & Gift Taxation, Trusts (Estate Planning/Taxation Tracks)

₹110,000 ₹184,000 40% off

Certificate of Completion

Downloadable Resources

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✨ Program Highlights

What makes the Advanced Financial Planning, MS program exceptional

✨ Course Highlights

No GMAT or GRE Required; Requires Prior CFP® Certification

30 Total Units: 6 Core + 24 Concentration Units

CFP Board Registered Program — Satisfies CFP® Education Requirement

3 Concentrations: Financial Life Planning, Estate Planning, or Taxation

Tuition: $1,090 per Unit

🎯 Learning Experience

Live interactive sessions

Guided hands-on practice

Real-world industry case studies

Capstone project implementation

Career preparation and employability modules

📖 Course Curriculum

🎯 MODULES

Syllabus for Advanced Financial Planning, MS

Core (6 Units): Core Courses

Personal Financial Planning Cases
Business Development in Personal Financial Planning

Concentration Option 1 (24 Units): Estate Planning Concentration

Estate and Gift Taxation
Tax Research and Decision Making
Estate Planning
Individual Retirement Plans and Distributions
Federal Income Taxation of Trusts and Estates
Finance/Financial Planning Electives (6 Units)

Concentration Option 2 (24 Units): Financial Life Planning Concentration

Introduction to Financial Life Planning
Facilitating Financial Health
Coaching Skills for Financial Professionals
Therapeutic Communication and Counseling Skills
Finance/Financial Planning/Psychology Electives (9 Units)

Concentration Option 3 (24 Units): Taxation Concentration

Tax Research and Decision Making
Property Transactions
Tax Timing
Finance/Financial Planning Electives (6 Units)
Tax & General Electives (6 Units)

🎓 Earn Recognized Credentials

❓ Frequently Asked Questions

Got questions? We've got answers

Is this course completely online?

Yes, this course is 100% online. You can access it anytime, anywhere with an internet connection.

Will I get a certificate after completion?

Yes, you will receive dual credentials - university academic accreditation along with internationally recognized IABAC certification upon successful completion.

Can I get a refund?

Yes, we offer a 30-day money-back guarantee if you're not satisfied with the course.

Is there any live support?

Yes, you'll get 24/7 support from our teaching assistants and access to community forums for doubt resolution.