Advanced High Net Worth 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
Starting at $2,050/course
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.
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.
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!
Program Overview
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!
Affluent Clients Need Advanced Expertise
26M
Americans will have investable assets of over $1 million by 2028.1
$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.2
7.6%
Growth in the number of high-net-worth individuals in the US in 2024.3
Enroll Now If:
Tuition Overview
Single Courses
Starting at $2,050
Limited-Time Savings
Save $750 Off First Course
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.
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.
Learn From the Who's Who of Financial Planning
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
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.
Related Resources
Choosing the Right Financial Certification
Your first designation is more than just a credential; it’s a foundation. Compare the top options…
Industry Executives Join College Board of Trustees
Sonali Virendra, CLU®, ChFC®, CLF®, LUTCF®, and Cary Stamp, CFP®, RICP®, CAP®, AIF®, AEP®, CDFA™,…
Cyber Awareness for Advisors
Clients trust advisors with critical private information. As advisors, it’s crucial to earn this…
1 Statista. Number of high-net-worth individuals in the United States from 2017 to 2024 with a forecast to 2029. 2025
2 Cerulli Associates. U.S. Household Total Financial Wealth Exceeds $90 Trillion. 2025.
3 Capgemini Research Institute. World Wealth Report 2025. 2025.