The Master of Science in Advanced Financial Planning degree is designed for those who have passed the CFP® certification exam and wish to pursue advanced studies in taxation, estate planning – and now Financial Life Planning. Research in psychology and behavioral finance has provided new insights into what it takes to facilitate positive change in clients’ lives—and we have incorporated this knowledge into this innovative, research-based degree program. Students will gain the following capabilities:
- Application of positive psychology
- Advanced interviewing skills for uncovering client history, vision, and values
- Understanding behavioral finance and the ability to identify specific client behavioral biases and heuristics
- Advanced coaching skills for helping clients affect positive change and achieve goals
- Understanding of the drivers of client trust and relationship commitment and ability to use this to develop and sustain highly functional client relationships
- The skills necessary to facilitate financial health
- Deeper insights into their own history, attitudes, and relationship to money
About the Faculty
The Financial Life Planning concentration and Advanced Financial Planning degree is taught by founders and leaders in the field who have deep expertise in the areas of life planning, coaching, facilitation, communication, and counseling skills. You truly learn from the best of the best, who become a permanent part of your professional network.
Dr. Dave Yeske CFP®, Director of the GGU’s Financial Planning programs and Distinguished Adjunct Professor, designed the new concentration. A Financial Planning Evangelist, he has made national TV appearances, led professional organizations, and published articles and books such as Evidence-Based Financial Planning: To Learn . . . Like a CFP. The financial planning investment strategy he pioneered—The Yeske Buie Approach—has been profiled in The Wall Street Journal. The Financial Planning Association® (FPA) has recognized Dr. Yeske as one of the profession’s leading minds by awarding him their highest honor—The P. Kemp Fain Jr. Award (2017). He earned a doctorate in Finance from GGU in 2010.
Elizabeth Jetton, CFP® has been a thought leader in the financial planning profession for the past 20 years. She has been in the financial services industry since 1981 and served as President of The Financial Planning Association in 2004. She trains planners how to become conversational leaders and to use group conversational processes to engage, attract, and build trust.
Saundra Davis, MS is nationally recognized as an expert in the financial coaching field and founder and Executive Director of Sage Financial Solutions. She developed a financial coach certification program and received a special invitation to attend President Obama’s 2014 White House Summit on Working Families.
Rick Kahler, MS, CFP® is a pioneer in the emerging field of financial therapy that integrates Financial Planning and Psychology. He has been featured by NBC’s Today, ABC’s 20/20, Good Morning America, The Wall Street Journal, The New York Times, The Washington Post, and MarketWatch. He is a co-author of books such as Facilitating Financial Health and Conscious Finance.
For more information and course list, contact program director Dr. Dave Yeske, CFP® (415-442-6524 or email@example.com).