“MS In Advanced Financial Planning – Life Planning Concentration” presented by Dr. Dave Yeske, CFP®

This webinar is free and open to everyone!


Financial planning has the power to transform lives for the better and much of that power is found in the personal, internal realm. In recognition of the importance of the interior dimension in understanding and serving clients, Golden Gate University has developed the first-ever graduate degree concentration in Financial Life Planning. This innovative, research-based degree is designed to equip students with the tools necessary to become an effective change agent in clients’ lives. Students survey the landscape and meet the innovators who have been developing the tools and perspectives of financial life planning over the past 20 years, including MQ’s own Carol Anderson and Amy Mullen. From financial therapy, to coaching skills, positive psychology, therapeutic interviewing, and behavioral finance, the program is designed to expand students’ knowledge and give them the ability to apply these powerful insights to themselves and in their work with clients. Another study option is the three-class graduate certificate in Financial Life Planning.

Learning Objectives

Attendees will gain insights into the following:

  • Why clients rely on secondary markers of competence when evaluating financial planners
  • The central role of empirically-validated communication skills in financial planning
  • The antecedents to Client Trust and Relationship Commitment
  • The skills that make up a well-equipped Financial Life Planning toolkit
  • How Money Quotient tools have been used to enhance graduate education in financial planning

About Dave

Dr. Dave Yeske, CFP® holds a doctorate in finance from Golden Gate University, as well as an M.A. in Economics and a B.S. in Applied Economics from the University of San Francisco. He has been practicing financial planning since 1990.

Dave is a past Chair of the Financial Planning Association (US) (FPA) and has been named a top advisor by Bloomberg Wealth Manager. He has been quoted in national media including The Wall Street Journal, The New York Times, Businessweek, Newsweek, USA Today, Investors Business Daily, San Francisco Chronicle, and The Journal of Financial Planning. Dave has appeared on CBS, CNBC, CNN and NBC News. Dave and the Yeske Buie approach to investing were profiled in the Wall Street Journal in 2009 and Dave was again profiled in the Wall Street Journal in 2010 on “The Science of Financial Advising.”

Dave has written feature articles for Research Magazine, San Francisco Magazine and The Journal of Retirement Planning. He co-authored with Elissa Buie, CFP, “Policy-Based Financial Planning Provides Touchstone in a Turbulent World”, which was published in July 2006 in The Journal of Financial Planning. The Journal also published their most recent collaboration, “Evidence-Based Financial Planning: To Learn. . . Like a CFP,” which appeared in the November, 2011 issue. The results of Dave’s doctoral research were published in the Journal of Financial Planning in September 2010 under the title “Finding the Planning in Financial Planning.”  Dr. Dave contributed 13 chapters to the CFP Board’s “Financial Planning Competency Handbook,” published by John Wiley & Sons in April of 2013. Dave and Elissa contributed a chapter titled “Policy-Based Financial Planning: Decision Rules for a Changing World” to “Investor Behavior: the Psychology of Financial Planning and Investing,” published February 10, 2014 by Wiley Finance.

In October 2017, Dave was awarded the prestigious P. Kemp Fain, Jr. Award, the Financial Planning profession’s lifetime achievement award. Dave’s contributions as a thought leader in the profession through his writing, presenting, and teaching and his dedication to mentoring future generations of planners through his longtime role as a mentor and Dean of FPA’s Residency program and his involvement at Golden Gate University spanning more than two decades were highlighted as he received the award.

Dave is the Practitioner Editor of the Journal of Financial Planning.

Dave holds an appointment as Distinguished Adjunct Professor in Golden Gate University’s Ageno School of Business, where he is director of the University’s financial planning program.  He also co-teaches the capstone Cases in Financial Planning course with Elissa. Dave served as Chair of the Financial Planning Association (FPA) PAC in 2005 and 2006, and chaired FPA’s Research Center Team and its Academic Advisory Council from 2007 to 2012.  Dave received FPA’s Heart of Financial Planning award in 2012. He is also a long-time Mentor in FPA’s Residency Program.

View Dave’s research on his SSRN Author page: http://ssrn.com/author=646759