Advanced High Net Worth Planning Certificate Program program cb27 program banner Advanced High Net Worth Planning Certificate Best For Financial professionals serving high net worth clients and business owners. Timing < 9 Months Format This resume-building program is 100% online and combines guided study with live weekly sessions. 100% online Tuition $2,050 per course Packages starting at $5,535 Apply Now Request Information Have Questions? We Can Help! Provide us with a few details, including your question or comment, and an Admissions Advisor will respond to you as soon as possible. cb19 icon list Elevate Wealth Strategies Deliver Sophisticated Planning Design integrated, tax-smart strategies that align with the financial goals and legacy needs of wealthy clients. Protect & Grow Client Wealth Preserve wealth through tailored estate, tax, and investment strategies that span generations and complex portfolios. Navigate Complex Scenarios Address complex planning needs, from business succession to cross-border assets, family dynamics, and wealth transfer. cb12 repeater Explore the MSFP Program Enhance Your Career with Advanced Planning Skills Take your expertise to the next level by stacking your Advanced High Net Worth Planning Certificate with other certificates to earn your Master of Science in Financial Planning (MSFP). Each certificate earns you nine credit hours toward your MSFP! cb28 program tabs Program Overview Apply Now Admissions Requirements There are no prerequisites for the Advanced High Net Worth Planning Certificate Program if taken independently. However, if taken as part of the MSFP Program, a bachelor’s degree and an active CFP®, ChFC®, CPA®, JD, CFA®, or similar financial services designation are required; additionally, three or more years of experience in financial services is preferred, but not required. To earn the Advanced High Net Worth Planning Certificate, you must: Successfully complete three courses and achieve a final score of 80% Agree to comply with The American College Code of Ethics and Procedures What You'll Learn Serving high-net-worth clients requires mastery of complex financial tools and advanced planning techniques. This certificate program equips you with the knowledge and strategies to deliver comprehensive, tax-efficient, and legacy-driven solutions tailored to the needs of affluent clients. Your learning outcomes include the following: Evaluate advanced estate planning techniques and charitable giving strategies for tax optimization and legacy building Design custom portfolio strategies aligned with client goals, risk tolerances, and liquidity needs Apply complex tax planning solutions, including wealth transfer techniques and entity-level planning Integrate philanthropic, succession, and risk management goals into holistic high-net-worth strategies Navigate multi-generational family planning needs with emotional intelligence and technical precision Support business owners with integrated financial, tax, and estate approaches Course Delivery The learning format for graduate certificate programs like the Advanced High Net Worth Planning Certificate is 100% online, with guided study and synchronous components including live weekly classes and weekly homework required. Learners must complete all three courses within the program to earn the certificate. Each class is eight weeks long, with the ability for students to complete the certificate program in under six months. Expert Instruction: Learn from nationally-recognized academics, researchers, and practitioners All-Online Resources: All-virtual lessons organized in sequential units and supported by short videos, knowledge checks, quizzes, and case studies. Grading: Earn a final course grade of 80% or higher to pass, and quizzes count toward your final grades. Stackable Learning: Earn your standalone certificate or use it as part of your journey toward your MSFP degree! Apply Now cb31 stats Affluent Clients Need Advanced Expertise Apply Now 26M Americans will have investable assets of over $1 million by 2028. $49T Of US financial wealth controlled by ultra high-net-worth individuals at the end of 2024, accounting for 54% of of total US household financial wealth. 7.6% Growth in the number of high-net-worth individuals in the US in 2024. Apply Now cb13 3 column content Why Enroll Now? You Want to Serve High-Net-Worth Clients Offer Advanced, Customized Solutions Elevate your advisory practice with technical depth, tax-smart strategies, and estate planning expertise. You Want to Stand Out in a Competitive Market Deliver Holistic Wealth Management Meet complex client demands with an integrated approach that combines tax, investment, and legacy planning. You Want to Build Your Resume Improve Outcomes for Yourself and Your Clients Complete this graduate-level certificate program and earn 9 credits towards earning the MSFP at the same time. cb30 tab content Tuition Overview Single Courses $2,050 Complete Program Starting at $5,227.50 Single Courses $2,050 per course Individual courses can be purchased for $2,050 each To complete the full program, students must complete three courses: 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. Full Program $5,227.50 Students may purchase the Advanced High Net Worth Certificate courses in a three-course package, securing savings under several conditions: College designation holders: $5,227.50 (save $922.50 off individual purchase of three courses!) New students: $5,535 (save $615!) The full program includes the following three courses: 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. cb24 form Have Questions? We Can Help! Provide us with a few details, including your question or comment, and an Admissions Advisor will respond to you as soon as possible. Thank You The form was submitted successfully. We will be sure to reach out with answers and information. ab7 directory Learn From the Who's Who of Financial Planning Timothy Belber JD, AEP® Adjunct Professor Read Bio Carrie Cabell CFP®, JD, MBA Adjunct Professor Read Bio Elizabeth Lindsay-Ochoa JD, LLM (Tax), CPWA® Adjunct Professor Read Bio Jeffrey Hatchman PhD, JD, MSM, MSFS, MBA, CFP®, ChFC®, CLU®, CASL®, RICP®, AEP® Adjunct Professor Read Bio 01 00 Timothy Belber JD, AEP® Adjunct Professor Read Bio Carrie Cabell CFP®, JD, MBA Adjunct Professor Read Bio Elizabeth Lindsay-Ochoa JD, LLM (Tax), CPWA® Adjunct Professor Read Bio Jeffrey Hatchman PhD, JD, MSM, MSFS, MBA, CFP®, ChFC®, CLU®, CASL®, RICP®, AEP® Adjunct Professor Read Bio cb26 cta grid - v2 There’s Even More to Explore Take Your Next Step See all our resume-building certificates to power your career growth Explore the MSFP Advanced Track Discover what you could learn with the MSFP Advanced Track Expand Your Opportunities Browse our designation and certification programs cb20 footer cta Take the Next Step and Enroll With the Advanced High Net Worth Planning Certificate, you’ll excel in delivering strategic, tax-efficient, and legacy-focused planning for your most affluent clients. Apply Now Read Tax Planning Thought Leadership Access FAQs cb4 related resources - V1 Related Resources April 16, 2026 What to Expect From AI in the Future Michael Finke, PhD, CFP®, and David Blanchett, PhD, MSFS, CFA, CLU®, ChFC®, CFP®, talk about AI and… View Details April 15, 2026 Guiding Clients Through Longevity Risk Longevity risk can derail retirement, but planning ahead ensures clients enjoy a secure, lasting… View Details April 15, 2026 Five Questions With Philip Wu As an advisor, earning trust is about more than technical skill; it’s about expertise, approach,… View Details See All footnotes Statista. Number of high-net-worth individuals in the United States from 2017 to 2024 with a forecast to 2029. 2025 Cerulli Associates. U.S. Household Total Financial Wealth Exceeds $90 Trillion. 2025. Capgemini Research Institute. World Wealth Report 2025. 2025.