Location
All classes are held at the UCI Learning Center, 200 S. Manchester Avenue,
Orange. Free parking is provided.
Curriculum (Spring 2008)
| Curriculum |
Dates |
| CFP®1: Financial Planning Process and Insurance |
Apr. 3-6 |
| CFP®2: Investment Planning |
May 29 - Jun. 1 |
| CFP®3: Income Tax Planning |
Jun. 19-22 |
| CFP®4: Employee Benefits and Retirement Planning |
Jul. 17-20 |
| CFP®5: Estate Planning |
Aug. 21-24 |
|
*All classes meet Thursday through Sunday from 8:00 AM - 6:00 p.m.
Requirements
In order to be eligible and receive credit for the program, you must:
- Have 3 years experience in the investment, banking, insurance,
or financial planning business OR 3 years experience as a CPA, Attorney
At Law, CLU, or ChFC.
- Satisfy all classroom requirements including pre-studying
the material prior to each class, attending every class session, and
completing all assignments.
- Pass the final exam with a grade of "C" or better.
- Series
7 license is highly recommended.
Discounts
A 10% corporate discount is offered to groups of three or more from
the same company. All participants must enroll at the same time to receive
the discount. A discount is also available if you enroll in both the
Accelerated Program and Review Course |
|
Review Course for the CFP®
Certification Examination
$150 Discount for those who have completed the UCI PFP Accelerated or PFP Certificate Programs. You must enroll by phone at (949) 824-5414 to receive the discount.
Learn More & Enroll Now!
Textbooks
Contact Francine Berg at (949) 824-4661 or fberg@uci.edu for
textbook information.
Fees
PFP Accelerated Program
$4,200 (Spring 2008)
Review Course for the CFP® Certification Examination
$1,250 (Winter 2008)
($1,100 if you have taken the PFP Accelerated
Program. Must enroll by phone at (949) 824-5414 to receive discount.)
Orientations
Thursday, March 6, 2008, from 6-8:30 p.m. at the Learning Center or Online Wednesday, March 12, 2008 from 11:30 a.m. - 12:30 p.m.
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