Advanced Financial Planning, MS
Info Session: Financial Planning Programs
October 23, 2025 | 12:00pm PT
Join us for a 30-minute info session about 91ɬ Financial Planning programs, including the MS in Financial Planning, MS in Advanced Financial Planning, and Financial Planning Undergraduate and Graduate Certificates.
This session will provide an in-depth overview of each program, including learning outcomes, which program is right for you, and key details about tuition, admission requirements, and upcoming deadlines.
The program director will be present to offer insights and answer any questions you may have. Don’t miss this opportunity to discover how 91ɬ can help you achieve your professional goals in financial planning field!
Program at a Glance
Program
Advanced Financial Planning, MS
Format
Online, Hybrid
Total Units
30
Requirements
No GMAT or GRE Required
Fall ’26 Early Application Deadline
July 5
Program Overview
The Master of Science in Advanced Financial Planning is an innovative degree designed for financial planners who have already passed the CFP® examination and who wish to reinforce key planning skills and increase their expertise in the critical areas of either taxation, estate planning, or financial life planning skills, while adding the weight of a master degree to their professional credentials.
91ɬ financial planning program permits students to build on their CFP® background and move directly into advanced study in their chosen field. This degree program is particularly well-suited for more experienced planners who aim to take their careers to a higher level.
The financial life planning concentration was designed and is taught by many of the founders of the field, while the taxation and estate planning concentrations are co-taught with the nationally known Bruce F. Braden School of Taxation.
As a , 91ɬ master programs in financial planning automatically satisfy the education requirement for CFP® certification.
dzܰ:. © 2025 CFP Board. All rights reserved. Reprinted with permission. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization initial and ongoing certification requirements to use the certification marks.
Watch a Recent Info Session
In this 30-minute info session, we explored 91ɬ Financial Planning programs, including the MS in Financial Planning, MS in Advanced Financial Planning, and Financial Planning Undergraduate and Graduate Certificates.
Message from the Program Director
For financial planners who have already achieved CFP® certification, 91ɬ MS in Advanced Financial Planning offers the next step: graduate-level specialization that deepens expertise and broadens career opportunities. This program is designed for experienced practitioners who want to move beyond foundational training and distinguish themselves as leaders in the profession.
While the CFP® marks you as a trusted planner, advanced specialization signals mastery. Our degree allows you to tailor your studies through concentrations in Taxation, Estate Planning, or Financial Life Planning. These areas of focus equip you to tackle the complex financial needs of today clients — from navigating tax law and legacy planning to addressing the psychological and behavioral dimensions of money.
At 91ɬ, our courses are taught by practicing professionals who bring the realities of client work into the classroom. You’ll sharpen your technical skills, gain new frameworks for client engagement, and graduate ready to expand the scope and impact of your practice.
If you are ready to go beyond certification and position yourself as a specialist and leader in financial planning, the MS in Advanced Financial Planning provides the advanced knowledge and credibility to set you apart.
— Saundra Davis, Director, Financial Planning Programs
What is Financial Planning?
Dave Yeske, Founding Program Director of 91ɬ Financial Planning programs offers an overview of financial planning.
Degree Highlights
Online or Hybrid Courses
30 Credits
No GRE/GMAT Required
3 Concentrations
Financial Life Planning, Estate Planning, and Taxation
Learn From Industry Leaders
Gain Technical Expertise & Client Coaching Skills
In financial planning, we often say that the more you understand yourself, the better you can serve your clients. This program reinforced that idea, helping me grow both personally and professionally. The supportive environment created by my professors and fellow students allowed me to build confidence, flourish, and define the kind of planner I wanted to become. While the technical knowledge—especially from my tax law classes—was invaluable, the deeper self-awareness I gained through my financial planning courses is a gift beyond measure.
Learning Outcomes
Graduates of the MS in Advanced Financial Planning program will demonstrate the following skills and capabilities:
- Interpersonal skills necessary to maintain successful client relationship 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 principles of managing a financial planning practice.
- Knowledge of the legal and regulatory environment in which financial planning occurs and familiarity with relevant licensing, reporting and compliance requirements.
Graduates with a concentration in Financial Life Planning will demonstrate the following skills and capabilities:
- Advanced interviewing skills for uncovering client history, vision, and values.
- Identify specific client behavioral biases and heuristics and adapt advice accordingly.
- Advanced coaching skills for helping clients affect positive change and achieve goals.
- Apply research on client trust and relationship commitment to develop and sustain highly-functional client relationships.
- Apply research on the impact of money scripts to facilitate better financial health for clients.
Graduates with a concentration in Taxation or Estate Planning will demonstrate the following skills and capabilities:
- Knowledge of essential tax principles and doctrines, including, but not limited to the following; and be able to critically apply these principles to practical situations:
- Common law; claim of right; assignment of income; realization; constructive receipt; related party transactions; gross income; tax benefit rule
- The ability to identify tax issues, to research these issues, and to communicate effectively the results orally and in writing.
Admission Requirements
Curriculum
The Master of Science in Advanced Financial Planning requires a total of 30 units, including 6 units of core courses and 24 units of concentration courses.
Concentrations
Students may declare concentrations when they have completed the coursework required for their desired concentrations, or after the “Last Day to Drop Course without Tuition Charge” (per the Academic Calendar) for their final terms, if they will be able to complete their concentrations in their final terms.
To be eligible to declare concentrations, students must have already completed the required concentration coursework, or be able to complete it in their final terms without requiring waivers, substitutions, or directed study courses, unless they are approved in advance by the department chair, program director, or dean.
Students may declare up to two concentrations in a given degree program. Students seeking to declare more than two concentrations will be required to appeal to the dean or vice president of academic affairs for approval. Students’ diplomas will list the concentrations that they had successfully completed at the time their degrees were conferred. Students may not declare additional concentrations after their degrees have been conferred.
A structured graduate concentration program designed to prepare CFP-certificated students for a career in Estate planning and gift taxation. The concentration in Estate Planning gives CFP® students an intimate knowledge of estate law, such as lifetime gifting, marital deduction planning, and alternate forms of wealth transfer. In addition to estate planning, graduates with this concentration learn about dealing with the financial aspects of individual retirement plans and the laws surrounding taxation of trusts and estates as well as the interpersonal skills needed when dealing with such sensitive issues as estate planning and personal finance.
Required Courses – 18 UnitsTake two courses (6 units) of 300- or 400-level FI or FP prefix courses.
Financial planning has the power to transform lives for the better and much of that power is found in the personal, internal realm. Research in psychology and behavioral finance has given us insights into what it takes to facilitate positive change in clients’ lives. This is the new frontier for financial planners and our innovative, research-based program is designed to equip you with the tools necessary to become an effective change agent in your clients’ lives. You will survey the landscape and meet the innovators who have been developing the tools and perspectives of financial life planning over the past 20 years. From financial therapy, to coaching skills, positive psychology, therapeutic interviewing, and behavioral finance, you’ll expand your knowledge and gain the ability to apply these powerful insights to your work with clients.
Required Courses – 15 UnitsTake three courses (9 units) of 300- or 400-level FI, FP, or PSYCH prefix courses.
A customizable graduate degree concentration designed to prepare CFP-certificated students for success in taxation.
Students who undertake the concentration in taxation will gain expert knowledge of taxation practices and policies. Paired with tax courses are a number of finance classes, which will provide students with a solid base in financial analysis and planning. Paired together, these course offerings allow graduates a firm grasp of both finance and taxes, so that they can implement a financial plan and understand exactly how taxation factors into all the varied aspects.
Required Courses – 12 UnitsFinance Electives — 6 Units
Take any two courses (6 units) 300- or 400-level FI or FP prefix courses.
Tax Elective — 3 Units
Any course with a TA prefix.
General Elective — 3 Units
Any 300- or 400- level course.
Featured Faculty
Sanjay A. Das, CFP®, MS
Adjunct Professor
Financial Planner, Hive Financial
As a 1993 graduate of Whittier College in California, Sanjay entered the financial planning field directly out of college. Though he earned a double major in Spanish & International Studies (with an emphasis on Latin America), several economic and business courses in college led to a career in financial planning. He has worked in the financial planning industry for over 30 years.
Josh St. Laurent, MS, CFP®, CFT™
Adjunct Professor
Josh St. Laurent is a financial life planner, entrepreneur, and business strategist dedicated to helping first-generation wealth builders, real estate investors, and entrepreneurs achieve financial independence.
Graduate Tuition
The tuition for most graduate degree programs at 91ɬ is $1,090 per unit, covering the cost of high-quality, career-focused education led by experienced faculty. This investment supports essential resources, including personalized academic advising, state-of-the-art technology, and student services designed to help adult learners succeed.
Admissions
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Student Experience
Explore all of the resources available to our 91ɬ community, including career services, advising, tutoring, and support for military students and international students.
About the Ageno School of Business
Learn more about 91ɬ Ageno School of Business, including our 100+ year history, renowned faculty, and innovative programs.
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