What comes after CFP® certification?

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By Dr. Dave Yeske, CFP®
Director of the GGU’s Financial Planning Programs and Distinguished Adjunct Professor


According to Michael Kitces, it might just be our unique MS in Advanced Financial Planning.

Another appealing option is Golden Gate University’s “Masters in Taxation and Financial Planning” program, specifically for those who have already completed their CFP marks, who want to go deeper into both financial planning and income or estate taxation. What’s the difference between getting a graduate degree in financial planning, and “just” the CFP certification? Simply put, the Master’s degree programs go deeper into the subject matter (even for those who already have their CFP marks, as in the end CFP classes are the equivalent of “just” undergraduate-level coursework).”
Nerd’s Eye View

The MS in Advanced Financial Planning is available in the classroom or entirely online and allows you to earn an advanced financial planning degree while taking a deep technical dive into the areas of income taxation or estate planning. For those choosing the Taxation or Estate Planning concentration, this program is taught in conjunction with GGU’s highly ranked Bruce F. Braden School of Taxation, the largest tax school in the country and routinely named among the top 10 by tax professionals.

The MS in Advanced Financial Planning also offers a concentration in Financial Life Planning.


Watch the most recent webinar.


Beyond the core courses, you’ll also have access to cutting-edge electives that represent the best of 21st-century financial planning, including the following:

Our faculty’s commitment to the profession is unparalleled: we count three past national FPA presidents, five past national board members, two Foundation for Financial Planning chairs, five Heart of Financial Planning recipients, and a P. Kemp Fain, Jr. Award honoree among our professors. You truly learn from the best of the best, who become a permanent part of your professional network.

Financial Planning Association (FPA) members also receive a 10% tuition grant for all classes. Apply online now or register now for our next webinar.


About Dave Yeske

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.

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