MSFP
Master of Science in Financial Planning
Advanced Planning Track
Excel in the Most Critical Areas of Modern Financial Planning
If you’re ready to take your advisory practice to the next level, the MSFP Program’s Advanced Planning Track gives you the expertise to do it with confidence. You’ll gain deep, specialized knowledge in the most critical areas of modern financial planning — from behavioral finance to retirement income, aging, estate, tax, and portfolio strategies — so you can serve clients with complex needs and deliver truly holistic solutions.
Master Advanced Planning Skills.
Go beyond the basics with advanced strategies in tax, estate, retirement, and high net-worth planning.
Position Yourself for Growth.
Equip yourself with the knowledge to serve affluent clients, expand your services, and grow your business.
Go Deeper Where It Matters Most.
Focus your studies on the complex areas where clients need the most guidance.
Explore the Advanced Planning Track.
Want to take a look inside this MSFP Program track? Watch this video preview to see what you can expect.
Program Details
*To complete the full program, students must complete ten courses.
What You’ll Learn
You’ll complete 10 courses — nine online and one in-person residency. The online 8-week courses blend guided study with synchronous components including live weekly classes and weekly homework required. During the program, you’ll earn your Financial Psychology Certificate, Advanced High Net Worth Planning Certificate, and Advanced Retirement Planning Certificate.
MSFP 536 Behavioral Finance
Provides an introduction to behavioral finance research, theory, and introduces important behavioral biases that can be applied in a behaviorally informed approach to client-advisor relationships.
MSFP 591 Financial Psychology
Explores the impact of psychological factors on financial decision-making and how to work with and through those factors for improved client-advisor relationships.
MSFP 592 Financial Therapy and Counseling
Introduces various therapeutic and counseling techniques that can be employed to support clients in making positive changes.
MSFP 595 Advanced Portfolio Management
Provides a foundation in portfolio and household investing theory and application, offering a deeper understanding of the unique aspects of developing portfolio strategies for individuals.
MSFP 596 Advanced Tax Planning
Explores the strategic skills and analytical frameworks needed to manage complex individual and fiduciary tax scenarios.
MSFP 615 Advanced Estate Planning
Presents an overview of gift, estate, and generation-skipping transfer tax law and tax computation processes.
MSFP 601 Aging and Financial Planning
Provides a multidisciplinary framework to assess how aging influences financial behaviors, needs, and risks.
MSFP 602 Retirement Financial Products
Discusses the pros and cons of various investment, alternatives, and insurance products in managing the prevailing risks of retirement.
MSFP 631 Advanced Retirement Planning Issues
Examines current issues relevant to helping clients save for retirement savings and ensure adequate retirement income that lasts throughout a lifetime.
MSFP 582 Ethical Behaviors in Financial Planning (In-Person Residency)
Join your peers at The College’s headquarters for 2.5 days of valuable networking and hands-on learning where you’ll identify barriers to ethical decision-making, explore models for ethical decision-making, and apply this knowledge to real-world examples.
Your Life's Work
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The American College of Financial Services provides equal opportunity to students and employees, regardless of race, color, and national or ethnic origin. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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