Certificate in Personal Financial Planning
USA Online, USA
DURATION
15 up to 26 Months
LANGUAGES
English
PACE
Part time
APPLICATION DEADLINE
Request application deadline
EARLIEST START DATE
Jan 2025
TUITION FEES
USD 7,925 / per course *
STUDY FORMAT
Distance Learning
* average cost
Key Summary
Introduction
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.
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 CFPยฎ Boardโs CFPยฎ Certification Examination
- Strengthen your professional network
- Program format: online (regular and accelerated)
Note: Students pursuing the educational requirements to sit for the CFPยฎ Certification Examination are required to complete the 8 required courses. Upon completion, please create an account atย CFP.net. In order for UCI Division of Continuing Education to complete your education verification, please complete theย Education Verification Request Formย via DocuSign. There is a $195 fee implemented by the CFPยฎ Board to complete the Education Verification.
Individuals with a qualifying credential for Accelerated Path to CFPยฎ only need to complete the capstone Practicum course. Start by creating your account onย CFP.net. Submit your credential documentation showing your qualified credential and completion of the capstone practicum course toย education@cfpboard.org.
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 PLANNERโข. For more information about these requirements, visit the CFPยฎ Board atย CFP.net.
Curriculum
Course Schedule
Choose the path that fits your needs: complete this program in as little as one year by taking two courses per quarter. Please contact us at FinancePrograms@ce.uci.edu for assistance in developing a personalized course plan.
Required Courses
- Principles of Financial Analysis (3 units)
- Survey of Personal Financial Planning (4 units)
- Insurance Planning (4 units)
- Investment Planning (4 units)
- Income Tax Planning (4 units)
- Retirement Planning (4 units)
- Estate Planning (4 units)
- Personal Financial Planning Practicum (4.5 units)
Ideal Students
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
English Language Requirements
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