 Overview
This program is registered with Certified Financial Board of Standards Inc. CFP Board is a certifying organization whose mission is to benefit the public by fostering professional standards in personal financial planning.
CFP®, CERTIFIED FINANCIAL PLANNER™, and  marks are certification marks owned by Certified Financial Planner Board of Standards Inc. These marks are awarded to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
The CFP® certification is the most widely recognized financial
planning certification in the U.S. UC Irvine Extension does not certify individuals
to use the CFP®, CERTIFIED FINANCIAL PLANNER™, and certification
marks. CFP® certification is granted only by Certified Financial
Planner Board of Standards Inc. to those persons who, in addition to completing
an educational requirement such as this CFP Board-Registered Program, have
met its ethics, experience, and examination requirements. Students interested
in sitting for the exam must complete all of the required courses.
Continuing Education Units from the State of California Department of Insurance are available through some courses. MCLE Credit is available for Management X433.9, Estate Planning, and Management X433.92, Advanced Estate Planning, to members of the California State Bar.
Who Should Attend
- Bankers, accountants, stockbrokers and attorneys
- Mid-career professionals in the finance industry who want to hone their skills
- College graduates and other individuals who
are considering a career in personal financial planning
Certificate Requirements
A certificate is awarded upon completion of the eight required courses and two electives, each with a grade of “C” or above for a minimum of 335 hours of instruction. A grade of “B” or above must be obtained in Management X433.11, Personal Financial Planning Practicum. All requirements must be completed within five (5) years after the student enrolls in his/her first course.
Scholarships
UC Irvine Extension offers a PFP Scholarship established through the Financial Planning Association (FPA). Download a PFP Scholarship Application or contact Francine Berg (949) 824-4661. |
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Stay Informed About
Personal Financial Planning
Education Planning Session: Personal Financial Planning
Thursday, May 29, 2008
Register today for this free event!
Program Benefits
- Obtain knowledge and skills that will enable you to offer sound
financial advice and quality client service.
- Acquire the job knowledge requirements to sit for the CFP® Board’s CFP® Certification Examination.
- Earn University of California certification which awards program graduates the designation of Personal Financial Planner.
- Strengthen your professional network.
- MCLE credit available on select courses.
Eligibility
To qualify for admission you must have: 1) a bachelor’s degree
and at least one year of experience in one of the financial services
industries or comparable education in business and finance; 2) a functional
knowledge of mathematical techniques for financial decision making and
basic concepts of economics. Certificate candidates must apply for and receive
official acceptance into the program before completing the third class.
You may access the application on the PFP Brochure or call (949) 824-5414.
Note: Students who successfully complete all required courses are eligible to sit for the CFP® Certification Examination. Students who pass the examination must also fulfill the work experience and ethics requirements as required by the CFP Board to become a Certified Financial Planner™. For more information about these requirements, visit the CFP Board at www.cfp.net.
Advisory Committee
- Linda Barlow, CFP®, financial consultant
- Don DeBok, CFP®, assistant planner,
Newport Planning Corporation
- Mike Feldman, Chief Production Officer EVP, Country Wide
- Delia Fernandez, CFP®, financial planner, Fernandez Financial Advisory
- Linda Hewitt, CFP®, CRPC, co-founder, Financial Planning
Education Solutions
- Ray Kim, CFP®, President and CEO, Diligent Financial Group, Inc.
- Nancy LeClaire, CFP®, CPA, ChFC, CRPC, co-founder
Financial Planning Education Solutions
- Gary Miller, Portfolio Manager, Trusted Financial Advisors
- Timothy Neuville, CFP®, ChFC, CLU, financial planner, Pacific SW Financial
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