Overview

This program is registered with Certified Financial Planner 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.

CE Credit

The following courses are eligible for Continuing Education Units from the State of California Department of Insurance:

• Mgmt X433.7 Insurance Risk Management (30 hours both classroom and online format)
• Mgmt X433.8 Retirement Planning/Employee Benefits (33 hours classroom and 20 hours online format)
• Mgmt X433.9 Estate Planning (30 hours classroom and 20 online format)

The following courses are eligible for California MCLE credit:

• Mgmt X433.9 Estate Planning (up to 36 hours)
• Mgmt X433.92 Advanced Estate Planning (up to 30 hours)

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 eight required courses each with a grade of "C" or above for a total of 315 hours of instruction. Please apply for certificate candidacy by the end of your third course.

After you have completed all requirements, you may request to receive your official certificate by completing the Request for Certificate and returning it to our offices as noted on the form. 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 approximately 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
• Michael Feldman, Executive Vice President of California Branch Banking, Union Bank to the PFP Advisory Committee
• 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, co-founder Financial Planning Education Solutions
• Gary Miller, Portfolio Manager, Trusted Financial Advisors
• Timothy Neuville, CFP®, ChFC, CLU, financial planner, Pacific SW Financial

Stay Informed About
Personal Financial Planning

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.
• Program formats include: online and on campus (regular and accelerated)

Note: Students pursuing the educational requirements to sit for the CFP® Certification Examination are only required to complete the 8 required courses. 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.

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.

California MCLE credit and Continuing Education Units from the State of California Department of Insurance are available for some courses.

On-site Training Available

Through Corporate Training, we can deliver this program or customize one that fits your organization's specific needs. Visit Corporate Training or call (949) 824-1847 for information.

English Proficiency Requirement
All certificate programs at UC Irvine Extension (classroom and online formats) require professional-level English language proficiency in listening and note-taking, reading comprehension and vocabulary, written expression, and oral presentation. If you would like to refine your English language proficiency prior to beginning one of our programs, please see our English Language Programs.