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Personal Financial Planning

A Certified Financial Planner Board of Standards Inc. Registered Program

Accelerated Option

This intensive in-depth Personal Financial Planning Accelerated Program allows students to complete the entire program on select weekends over a 9-month period.

Early Bird Discount:

Save $100 off tuition when you enroll on or before 10/26/18. Discount automatically applied – download enrollment form for more information. Additionally: FPA members save 10% on program tuition.


Learn about the instructors

Career Insight

Occupational summary for personal financial advisors.

Projected Growth
Annual Salary
(25th-75th Percentile)

2019 Schedule

Courses   Dates
MGMT X433 Financial Planning Process January 26, 27, February 2, 3
MGMT X433.7 Insurance Planning March 2, 3, 9, 10
MGMT X433.8 Retirement Planning April 6, 7, 13, 14
MGMT X433.2 Tax Planning May 4, 5, 18, 19 *
MGMT X433.1 Investment Planning June 22, 23, 29, 20
MGMT X433.9 Estate Planning July 27, 28, August 3, 4
MGMT X433.21 Financial Planning Practicum September 7, 8, 21, 22

* Extra week in between due to Mother's Day weekend

Each course consists of 4 full-day classroom meetings (2 Sat/Sun from 8am-5pm) with an online component or project between the two weekends and an online exam the following week, with the exception of the Practicum course which has 2 weeks between the classroom meetings.


  • Participants must have 3 years of experience in the investment, banking, insurance, or financial planning business, or 3 years of experience as a CPA, Attorney at Law, CLU, or ChFC.
  • Participants are required to participate in online sessions, attend every class session, complete all assignments, and pass the final exam with a grade of “C” or better.
  • A series 7 license is highly recommended.


PFP Accelerated Program: $4270
(Early Bird Discount: Enroll on or before October 26 and receive $100 off tuition

Download enrollment form

Enrollment deadline is January 11, 2019. Email for space availability after deadline.


All classes are held at the UCI Campus (Saturday – Sunday).


Program fee does not include required textbooks which are approximately $150 per course, not including shipping. Students will receive the textbook information on their enrollment confirmation.


Program courses span across three quarters. Program fee does not include parking. Parking is $50 per quarter. Please see UCI Parking Policy for details.


A 10% corporate discount is offered to groups of three or more from the same company. All participants must enroll at the same time to receive the discount.