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Personal Financial Planning

A Certified Financial Planner Board of Standards Inc. Registered Program

  • Average Cost
    *excludes books and other fees
  • Certificate Program
  • Formats
    On Campus / Online

    15-26 months

     Course Schedule

    Request Toolkit


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.

Who Should Enroll

  • 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

Career Insight

Occupational summary for personal financial advisors. Source: Economic Modeling Specialists Intl.

Annual Job Openings
Projected Growth
Median Salary
(Highly experienced workers can earn up to $217k)

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 CFP® Board’s CFP® Certification Examination
  • Strengthen your professional network
  • Program formats include: online and on campus (regular and accelerated)
  • Students receive $100 discount on Dalton Education's CFP exam review course

Note: Students pursuing the educational requirements to sit for the CFP® Certification Examination are required to complete the 8 required courses. Upon completion, please create an account at and then email with your CFP ID# to have your eligibility submitted to the CFP Board. For those eligible for Challenge Status, you only need to complete the capstone Practicum course. To submit your eligibility for the CFP® Certification Examination, please email with your full name, CFP ID#, transcript for the capstone course and documentation verifying your designation to qualify for challenge status. 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 Planner™. For more information about these requirements, visit the CFP Board at

Kelly Erickson shares her story about how her PFP certificate led to her earning her CFP® and graduate degree.

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UCI Continuing Education's
Personal Financial Planning Certificate Program
is ranked #5 by

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 for assistance in developing a personalized course plan.

Required Courses

MGMT X433.20
Principles of Financial Analysis (3.00 Units)
MGMT X433.20
Online to be scheduled to be scheduled Remote
Survey of Personal Financial Planning (4.00 Units)
Online to be scheduled to be scheduled Online
MGMT X433.7
Insurance Planning (4.00 Units)
MGMT X433.7
  to be scheduled   Online
MGMT X433.1
Investment Planning (4.00 Units)
MGMT X433.1
Online   to be scheduled  
MGMT X433.2
Income Tax Planning (4.00 Units)
MGMT X433.2
  to be scheduled   Remote
MGMT X433.8
Retirement Planning (4.00 Units)
MGMT X433.8
to be scheduled   to be scheduled  
MGMT X433.9
Estate Planning (4.00 Units)
MGMT X433.9
  to be scheduled   Online
MGMT X433.21
Personal Financial Planning Practicum (4.50 Units)
MGMT X433.21
Online   to be scheduled  

Course schedules are subject to change. Individual courses may be taken without enrolling in the full program.

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Academic Calendar

Event Fall 2021 Winter 2022 Spring 2022 Summer 2022
Registration Begins (after 2pm PT) Jul 15 Oct 21 Jan 20 Apr 21
Courses Begin* (week of) Sep 20 Jan 3 Mar 28 Jun 20
Courses End* (week of) Dec 13 Mar 14 Jun 6 Sep 6
Parking Permits Expire Dec 31 Mar 31 Jun 30 Sep 30
Administrative Holidays Nov 11, Nov 25-26, Dec 23-24, Dec 30-31 Jan 17, Feb 21 Mar 25, May 30 Jul 4, Sep 5

*Actual dates may vary by program.


Certificate Eligibility and Requirements

Learn How To Earn Your Certificate A certificate is awarded upon completion of eight required courses each with a grade of “C” or above for a total of 315 hours of instruction. To become an official candidate in the program, students pursuing the certificate must submit a Declaration of Candidacy with a non-refundable $125 application fee. Students are encouraged to declare candidacy as soon as possible, but no later than after the third course in the program. To receive the digital certificate after completing all program requirements, students must submit a Request for Certificate. All requirements must be completed within five (5) years after the student enrolls in his/her first course. Students not pursuing a certificate are welcome to take as many individual courses as they wish.

Is CFP® Certification Worth Your Time & Money? View PDF.

CE Credit

The following courses are eligible for Continuing Education Units from the State of California Department of Insurance:

  • MGMT X433.7 Insurance Planning (30 hours both classroom and online format)
  • MGMT X433.8 Retirement Planning (33 hours classroom and 20 hours online format)

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. Please note a grade of “B” or higher is required for transfer credit. Learn more about transferring credit.

“My experience in UCI Division of Continuing Education's Personal Financial Planning certificate program made me a better financial planner. Earning the UCI PFP Certificate and then the CFP® mark were essential to advancing in my profession. While in UCI Division of Continuing Education's program, I decided to enroll in California Lutheran's graduate degree program in financial planning to take my career even further. Having UCI's coursework transfer to Cal Lu's program was fantastic, as I am not sure that I would have pursued it otherwise. The combination of the UCI PFP certificate and Cal Lu's graduate degree is a match made in heaven. It really elevates you in the minds of your clients.” Cindy Havenhill, CFP®, M.B.A.

Is CFP® Certification Worth the Time and Money?
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Advisory Committee

  • Linda Barlow, CFP®, financial consultant and Principal, Barlow & Parker Wealth Managers
  • Don DeBok, CFP®, Financial Planner
  • Michael Feldman, Head of the Wealth and Private Bank, Union Bank
  • Delia Fernandez, CFP®, financial planner, Fernandez Financial Advisory
  • Ryan Hook, CFP®, Wealth Manager, Creative Planning, Inc.
  • Ray Kim, CFP®, President and CEO, Diligent Financial Group, Inc.
  • Gary Miller, CFP®, Principal, Trusted Financial Advisors
  • Timothy Neuville, CFP®, ChFC, CLU, financial advisor, Raymond James Financial Services

On-site Training Available

Our Corporate Training specialists can deliver this program or customize one that fits your organization’s specific needs. Visit Corporate Training or call (949) 824-1847 for information.

English Proficiency Requirement
All certificate programs at UCI Division of Continuing Education (classroom and online formats) require professional-level English language proficiency in listening and note-taking, reading comprehension and vocabulary, written expression, and oral presentation.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.