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Personal Financial Planning

A Certified Financial Planner Board of Standards Inc. Registered Program.
University of California, Irvine Extension is a State Bar of California approved MCLE provider (provider number 2560).

CertificateOverview

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 CFP 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 CFP 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

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.

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.

Transfer Credit

As a "next step" on your educational pathway, UC Irvine Extension has established an articulation agreement with California Lutheran University's (CLU) California Institute of Finance. CLU will accept 15 units from this certificate program as credit towards their Master of Business Administration in Financial Planning.

For more details on the articulation, contact Cindy Grether, Program Manager at CLU at cgrether@clunet.edu or (888) 372-4155.

Advisory Committee

  • Linda Barlow, CFP®, financial consultant
  • Don DeBok, CFP®, assistant planner, Newport Planning Corporation
  • Mike Feldman, National Sales Manager, Retail Banking division, Union Bank
  • 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
English Proficiency Requirement On-site Training
 

Stay Informed About
Personal Financial Planning

Personal Financial Planning Education Planning Session
Wednesday, December 02, 2009
Register today for this free event!

Are You Ready to Take the CFP Exam?
Recorded on 4/1/2008
View Now!

Personal Financial Planning
Certificate Program Orientation
Recorded on 3/19/2008
View Now!

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.
  • California Department of Insurance CE credit / MCLE credit available on select courses.
  • Also available in an accelerated format.

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. Upon completion, please email fberg@uci.edu to have your eligibility submitted to the CFP Board. 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.

Student Preparation for the CFP® Live Review Course

What UCI Extension students in the Personal Financial Planning Certificate Program need to do prior to attending the Live Review Course:

  1. You must order all of your pre-study materials formulated for your specific exam cycle. Call Keir Educational Resources at (800) 795-5347. Be sure and place your order through our liaison (Mary Grace at extension 101). Inform her you are enrolling as one of our California – UCI students.
  2. Order the BASIC PACKAGE of material. Mary Grace will make sure that your pre-study materials are not in queue at a delayed back order position. You will be billed when the materials are shipped. Make sure that you are not studying “Outdated Material”.
  3. You will need to study approximately 250-300 hours before you take the exam. This will include the time you spend in the 6 Day Live Review Class.
  4. Enroll to take your exam with the CFP® Board of Standards and complete your registration. If you do not register you will not be allowed to test. Check the CFP® Board web site for registration deadlines.
  5. Enroll in the UCI Extension Live Review 6 Day Exam Prep Course (Mgmt X433.31 Review Course for the CFP® Certificate Examination). See flyers on right of screen for dates/details.
  6. There is a 4 Day Elective Class (Mgmt X433.23 Financial Planning Case Study and Advanced Calculator Usage: Tools to Help You Pass the CFP® Certificate Exam) offered to supplement your efforts and can count as an elective for your PFP Certificate Program. If your course work has taken you a couple of years to complete, this is a good overall refresher. Students feel it gives them that extra edge. See flyer on right of screen for dates/details.

Any questions please call or email: