GRADUATE FINANCIAL PLANNING CERTIFICATE

The graduate financial planning certificate requires the completion of six courses ( 18 semester units), plus any necessary prerequisite courses. No comprehensive examination is required. Of particular interest to some students will be the fact that completion of the graduate financial planning certificate meets the educational requirement of the Certified Financial Planner™ (CFP^®) designation.*

Please note that some courses taken as part of certificate programs will have prerequisites. These prerequisites must be satisfied (through transfer of equivalent coursework or through taking the courses at Golden Gate) before the certificate courses can be completed. For further information, refer to “Admission to Certificate Programs and Registering for Open Enrollment” on p. 113.

REQUIRED COURSES — 18 UNITS

FI 420 Personal Financial Planning

FI 421 Personal Investment Management

FI 422 Retirement and Employee Benefits Planning FI 425 Income Tax Planning

FI 426 Estate Planning

(Must be taken as part of the final six units of the program)

FI 483 Insurance Planning

 

The six courses that make up the graduate financial planning certificate also comprise much of the core of the MS degree in financial planning. Thus, students who complete the certificate program need only four additional courses (as well as any foundation courses that may be required) in order to complete the MS degree. Please speak with the director of the financial planning program about this exciting opportunity. * After successfully completing GGU’s graduate financial planning certificate, students are eligible to sit for the CFP^® examination if they register with the CFP Board. Students can sit for the CFP^® examination before completing the experience requirement. Golden Gate University does not award the CFP^® and Certified Financial Planner™ designations. The right to use the marks CFP^® and Certified Financial Planner™ is granted by the Certified Financial Planner Board of Standards (CFP Board) to those persons who have met its rigorous educational standards, passed the CFP Board’s certification examination, satisfied a work experience requirement and agreed to abide by the CFP Board’s Code of Ethics and Professional Responsibility. Only persons registered with the CFP Board are permitted to sit for the certification examination. CFP^® certificates and licenses are issued only by the CFP Board ( www.CFP-Board.org).

GRADUATE CERTIFICATE IN

TECHNICAL MARKET ANALYSIS The graduate certificate in technical market analysis requires the completion of five courses ( 15 semester units), plus any necessary prerequisite courses. No comprehensive examination is required. Please note that some courses taken as part of certificate programs will have prerequisites. These prerequisites must be satisfied (through transfer of equivalent coursework or through taking the courses at Golden Gate University) before the certificate courses can be completed.

REQUIRED COURSES — 15 UNITS

FI 352 Technical Analysis of Securities

FI 354 Wyckoff Method I

FI 355 Wyckoff Method II

FI 358 Technical Analysis of Trading:

Strategy and Implementation

Any other ECON or FI 300- or 400-level course not previously taken.

For further information contact the Department of Finance and Economics at e-mail: biz@ggu.edu; phone: 415-442-6500; fax: 415- 442-6579; website: www.ggu.edu; or Edward S. Ageno School of Business, Golden Gate University, 536 Mission Street, San Francisco, CA 94105-2968.

For the most up-to-date program information and course listings, visit www.ggu.edu.

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