PFP PROGRAM – FPA DISCOUNTS

EARLY BIRD DISCOUNT NOW AVAILABLE FOR ACCELERATED OPTION

Start Your Path to a CFP®

Become a more skilled financial planning professional and increase your potential for higher income.

PERSONAL FINANCIAL PLANNING CERTIFICATE PROGRAM

A Certified Financial Planner Board of Standards Inc. Registered Program

We offer two program formats to align with your career goals and experience. Both formats satisfy the education requirements to sit for the CFP® Exam.

Courses offered quarterly

For those new to the field or making a career change, this program provides the comprehensive job knowledge to become a Personal Financial Planner and meet the educational requirements for CFP® Certification.

  • Accelerated (dual delivery: join class in-person or live online)

February 5 – October 2, 2022
Select Saturdays – Sundays

Designed for professionals with minimum 3 years of finance or other related experience, this program is taught at a highly rigorous level and takes place on select weekends over the course of nine months.  Students can expect a higher level of discussion and benefit from additional learning through a network of experienced planners. Registration may also be available for individual courses.

EARLY BIRD DISCOUNT – Enroll in the Accelerated Option by the following dates for savings

            10/31/21:                    $200 off tuition

            11/30/21:                    $100 off tuition

            1/1/22:                        $  50 off tuition

FPA MEMBERS CAN COMBINE DISCOUNTS: Qualify for early bird discount and combine with 10% FPA member discount with code FPA10 and save up to $675.

Our curriculum includes:

Financial Planning Process

Insurance Planning

Investment Planning

Tax Planning

Retirement Planning

Estate Planning

Practicum (Capstone)

FPA-OC Exclusive Discount

Members receive 10% off tuition fees for all courses in the Personal Financial Planning and Accounting certificate programs. Use code “FPA10” at online checkout.

Transfer Credit

Students who complete the Personal Financial Planning Certificate Program (including the accelerated option) are eligible to transfer credits into a graduate degree in financial planning at California Lutheran University. Learn more about transferring credit.

Visit our website for more information.

ce.uci.edu/pfp

Questions?
FinancePrograms@ce.uci.edu
(949) 824-4338