Personal Financial Planning

"Overall, the course construction, design, availability, and the incredible teachers increased my readiness—and made my journey more rewarding.”

— Shashank Kolhe, A senior business analyst and experienced IT professional and alum, Personal Financial Planning

Financial advising repeatedly ranks among the top Best Business Jobs in America and thanks to an aging U.S. population and the complexity of the financial decisions confronting almost everyone, the job outlook is bright. In the only Certified Financial Planner™® Board-registered program in Silicon Valley, you learn from leading financial planning practitioners in the region. They provide real-world practices and the latest information and insight into the field. Our training grounds you in CFP Board education requirements that qualify you to sit for the rigorous CFP® examination. As a partner with the Financial Planning Association of Silicon Valley our students have unique networking opportunities in the Silicon Valley financial advising community. Take individual courses to expand or update specific knowledge or pursue the certificate and put yourself on track to become a CFP® professional.

Ideal for:

•  Accountants
•  Bookkeepers
•  Benefits specialists
•  HR professionals
•  Aspiring planners or advisors

Program Format

Courses are offered in classroom.

Credit Required

8 courses, 28 units

Program Duration

Most courses take between 4 - 10 weeks to complete. Certificate, if pursued full-time, can take between 6 months and one year

Approximate Program Cost

$ 6,000

(Program costs are higher for F-1 students.)