Personal Financial Planning
Accelerated Program

Location

All classes are held at the UCI Learning Center, 200 S. Manchester Avenue, Orange. Free parking is provided.

Curriculum (Fall 2009)

*All classes meet Thursday through Sunday from 8:00 AM - 6:00 p.m. Students may register for individual modules. Please contact Francine Berg for more information.

Textbooks

Program fee does not include required Study Guides. Study Guides are $150 plus shipping & handling for each module. Instructions will be noted on your enrollment confirmation.

Fees

• PFP Accelerated Program
  $4,200 (Fall 2009)
• Review Course for the CFP® Certification Examination
  $1,250 (Fall 2009)
  if you have already taken the PFP Accelerated Program then the fee is only $1,100. You must enroll by phone at (949) 824-5414 to receive discount.

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.

Stay Informed About
Personal Financial Planning Accelerated

Personal Financial Planning
Accelerated Program Orientation
Recorded on 12/19/2008
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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.

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:

• Linda Hewitt, CRPC®, CFP® (714) 777-0294
  
• Nancy LeClaire, CPA, CFP®, CRPC®, ChFC, CLU (310) 373-3223