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UC Irvine Launches Free Online Financial Planning Course

Tuition-Free Resource to Provide Financial Planning Information to the Public

IRVINE, Calif. – March 27, 2007 – University of California, Irvine is proud to announce the achievement of another milestone in the advancement of the Open Educational Resources (OER) movement announcing the offering of a new course, “The Fundamentals of Personal Financial Planning,” designed to provide comprehensive online financial planning information to self learners and students worldwide. Made possible by a generous grant from the Certified Financial Planner Board of Standards, Inc. (CFP Board), this free online course incorporates the UC Irvine Distance Learning Center’s proprietary instructional design format, and will be made available at no cost to the public, worldwide, at

“UC Irvine is honored to be a part of the growing OpenCourseWare (OCW) movement, which aims to provide high-quality teaching and learning resources for the express purpose of increasing educational achievement and sustaining social and economic development,” said Gary W. Matkin, Ph.D., Dean of Continuing Education at UC Irvine and head of UC Irvine’s OCW initiative. “As part of our mission as a public university, it is important for our institution to provide educational pathways which cater to the needs of learners. The development of ‘Fundamentals of Personal Financial Planning’ demonstrates UC Irvine’s ongoing commitment to the goals of the OCW Consortium, and provides a comprehensive university-level overview of the ‘nuts and bolts’ of financial planning that is free and available to interested parties across the globe.”

Whether consumers intend to do their own financial planning or just need basic information before meeting with a professional, this program provides a greater understanding of financial options. The robust curriculum was developed by Don Debok, CFP®, B.S., M. of O.E., assistant planner at Newport Planning Corporation and UC Irvine Extension course instructor, and is structured into eight modules which address the following topics: determining goals, creating a net worth statement, creating a cash flow statement, taxation, property and casualty insurance; life and disability insurance; long-term care insurance, investment basics, retirement funding, funding college education, and estate planning.

UC Irvine is the first to offer an educational financial planning resource of this caliber, free to the public. The course not only includes worksheets and links to financial planning resources, but offers a complete online educational experience containing a thorough explanation of financial planning.

The CFP grant has allowed UC Irvine to refine the existing curriculum in its UC Irvine Extension Personal Financial Planning Certificate Program, which is approved by the CFP Board, to suit the informational needs of the general public.

About CFP Board of Standards

Certified Financial Planner Board of Standards, Inc (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. The mission of CFP Board is to help people benefit from competent, professional and ethical financial planning. For more about CFP Board, visit

About UC Irvine’s OpenCourseWare Initiative

The University of California, Irvine was the first University of California campus–and West Coast University–to join the OCW Consortium. UC Irvine's membership in the OCW Consortium is consistent with its public- and land-grant missions and its desire to play a significant role in contributing to the social welfare of the state, the nation and the world. Open educational resources (OER) showcase the University's high quality education and makes courses and course materials free for everyone in the world. UC Irvine's OCW is a large-scale, Web-based resource that houses educational assets that are discoverable, searchable, modifiable, and, best of all, free and easily available. Through the OCW movement, UC Irvine provides University-quality courses and learning assets to populations of self-learners that are underserved and in many cases, unable to participate in formal education at a university. This site also offers access to UC Irvine’s online continuing education offerings. For more information about UC Irvine's OCW initiative, visit, e-mail or follow us at and Facebook (UC Irvine OpenCourseWare).

About the University of California, Irvine

Founded in 1965, UCI is the youngest member of the prestigious Association of American Universities. The campus has produced three Nobel laureates and is known for its academic achievement, premier research, innovation, and anteater mascot. Led by Chancellor Howard Gillman, UCI has more than 36,000 students and offers 222 degree programs. It’s located in one of the world’s safest and most economically vibrant communities and is Orange County’s second-largest employer, contributing $5 billion annually to the local economy. For more on UCI, visit