Golden Gate University

Course Details

Master of Science in Financial Planning and Taxation

Course Description

An innovative degree designed for financial planners who have already passed the CFP® examination and wish to reinforce key planning skills, increase their expertise in the areas of taxation or estate planning, and add the academic weight of a graduate certificate and a master's degree to their professional credentials. ProGRAM Highlights The MS FP&T is a 10-course degree built around the Graduate Certificate in the Taxation or the Graduate Certificate in Estate Planning, depending on your concentration. Partnering with the nationally-known GGU Braden School of Tax, GGU's financial planning program permits you to build on your CFP® background and move directly into advanced study in the field. This degree program is particularly well-suited for new or more experienced planners who aim to take their careers to a higher level. Using our innovative on-line platform, it is possible to complete the requirements for our MS degrees without ever setting foot in class (although you can also mix and match online and in-class courses in combinations that are most convenient for you). Online courses present the same material, taught by the same professors, that you would experience in the classroom but with the added convenience of being able to ask questions, make comments, and confer with your classmates 24-hours a day, from your home or office.

Course Duration

NumberDuration
30credit

Career outcomes

LEARNING OUTCOMES Students entering this program have already passed the Certified Financial Planner™ examination, so financial planning program objectives that relate to the CFP® exam are replaced by objectives that reflect the more advanced and specialized nature of this degree. Graduates of the MS Financial Planning & Taxation degree program will possess the following knowledge, skills abilities, and values: Knowledge of essential tax principles and doctrines and the application of these principles to practical situations. The ability to identify tax issues, to research these issues, and to communicate effectively the results orally and in writing. 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.




Master of Science in Financial Planning and Taxation Golden Gate University