(FALL 2009)

Financial Planning Case Study and Advanced Calculator Usage: Tools to Help You Pass the CFP® Certification Exam (Section 1) MGMT X433.23  (3)

An elective course in the Certificate Program in Personal Financial Planning.
This single, in-depth course is specifically designed to provide the "Extra Step" to gain financial planning knowledge to assist you in passing the CFP® Board Standards Certification Exam. Experience a sense of accomplishment to help energize and revitalize your career by leveraging the knowledge gained through this course to serve your clients in a comprehensive fashion. This newly designed course will simulate situations students will face in the practice of financial planning. Students will acquire tools and techniques necessary to gain competence, focus, and the confidence necessary to pass the rigorous two-day Board Standards Exam. The curriculum will include case study questions, advanced calculator usage and problems, investment formula calculations, and test taking methodology. Students will solve financial problems both independently and in a group study environment to help them sharpen their test taking skills. This course is recommended in conjunction with the 6 Day Live Review Course offered through UC Irvine Extension, as a supplement to assist students during their review time. It is highly recommended that students pre-purchase their review course study materials prior to attendance. Early registration recommended. Last refund date is Sept 23, 2009.

Linda Hewitt, CFP, CRPC has been a Certified Financial Planner practitioner since 1997. She is co-founder of Financial Planning Educational Solutions, a financial planning educational company that has provided classroom instruction in a CFP Board-Registered Program since 1999 at major fortune 500 companies. Her background as a twenty year litigation specialist for insurance companies and prior public school teacher lends practical experience and knowledge in the area of financial planning. She has written course study outlines, edited financial planning textbooks for a publisher, and developed techniques and methodology specific to enhance the learning potential and professional development of her students. Linda is a California Realtor Associate and an active member of the Financial Planning Association (FPA), Orange County Chapter.

Nancy LeClaire, CFP, CPA, ChFC, CRPC has been a practicing CPA for 20 years and currently has her own tax and financial planning firm. After becoming a Certified Financial Planner four years ago, she co-founded Financial Planning Educational Solutions, an educational firm, which provides classroom instruction and specializes in providing a comprehensive review course for the CFP Certification Examination. The ability to apply financial planning knowledge and deal with current financial planning situations is the focus of the educational process employed by Financial Planning Educational Solutions. Nancy is an active member of the Financial Planning Association (FPA), Orange County Chapter.