Skip Navigation

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 10/25/19. Discount automatically applied – download enrollment form for more information. Additionally: FPA members save 10% on program tuition.

Instructors

Financial Planning Process

Brian Chang, CFA®, CFP®, is a Wealth Manager at Creative Planning with nearly a decade of experience in the financial services industry. He works directly with clients to develop and implement comprehensive financial plans to address their goals and most complex financial needs. Brian specializes in the areas of retirement planning, investment management, tax planning, estate planning, risk management, and charitable planning. As a frequent speaker at national chamber of commerce conferences, Brian has a passion for financial education.

Insurance Planning

Ryan Hook, CFP®, serves as a Wealth Manager for Creative Planning, Inc., working directly with clients to develop a cohesive strategy to help meet their most complex goals and financial needs. Creative Planning provides comprehensive wealth management services to its clients including investment management, tax, estate planning, retirement plan consulting, business succession planning, liability and risk management, college planning, and charitable giving. Prior to joining Creative Planning, Ryan worked in impact investing as the National Product Manager for TriLinc Global Impact Fund. Before that, he was Vice President, Senior Investment Officer at a local Registered Investment Advisor. Throughout his 13-year career, he has gained extensive experience in comprehensive wealth management for high net worth and normal net worth clients. Ryan started his career at MetLife Investors.

Investment Planning

Maria Kutscher, CFP®, CFA®, CRPC®, is a Senior Vice President, Private Client Advisor with U.S. Trust, Bank of America. She draws on more than 27 years of financial services experience with U.S. Trust and associated firms. In her current role, Maria provides comprehensive wealth management solutions to high net worth individuals, families and business owners who require sophisticated analysis, tailored strategy, and intensive service. She facilitates sound decision making in multiple areas, including wealth structuring, estate planning, investments, and custom credit/lending. Maria received an M.B.A. from St. Mary's College and a B.S. in Finance from CSU, Long Beach. A native of Southern California, Maria is an active volunteer in the community, serving or has served on the boards of The Boys and Girls Club, Women Investing on Security and Education (WISE), and the Financial Planning Association of Orange County. She is a member of the Chapman University Endowment Council and CalCPA.

Tax Planning

Marc Spiegel, M.S.(TAX), CFP®, is a branch manager with FSC Securities Corporation. He has over 26 years of experience helping retirees, business owners, and families reduce income and estate taxes. Prior to developing his own practice, he held positions at the Washington D.C. office of Deloitte & Touche and the L.A. office of PricewaterhouseCoopers.

Retirement Planning

Patricia Heaton Parker, CFP®, CDFA®, CEP® is the owner of Barlow & Parker Wealth Managers in Orange County, CA. Retirement Planning is a complex subject and can be approached in many ways. Ms. Parker's personal work experience encompasses many views of this subject matter. She has worked in companies that are traditional wire houses, insurance based and banking. Since 1997, Ms. Parker has been responsible for helping hundreds of families develop a path to successful retirement. She is more than willing to use this experience to translate not just information but also a practical approach to others wishing to learn more about Retirement Planning.

Estate Planning

Eric Raines, J.D., is a local attorney who specializes in estate planning and administration. His practice centers on serving high net worth clients. Eric received his law degree from Yale Law School. While at Yale, he served as a Senior Editor and Internet Editor for the Yale Law and Policy Review. Prior to establishing Law Office of Eric M. Raines, he spent five years as an associate for Gibson, Dunn & Crutcher, LLP. In 1999, Eric founded All Students Academic Partnership, a 501(c)(3) non-profit organization dedicated to tutoring and mentoring at-risk students.

Financial Planning Practicum

Robert H. Mauldin II, CFP®, CRPC®, is a financial advisor at Citi Personal Wealth Management. He has worked in Finance for the last 18 years advising clients on financial strategies. He is experienced in taking multifaceted concepts, pulling from multiple disciplines, then communicating those concepts to be understood in a variety of learning styles.

Career Insight

Occupational summary for personal financial advisors.

207,768
Jobs
(2018)
13.8%
Projected Growth
(2018-2028)
$58k-$163k
Annual Salary
(25th-75th Percentile)

2020 Schedule

Courses   Dates
MGMT X433 Financial Planning Process January 25, 26, February 1, 2
MGMT X433.7 Insurance Planning March 7, 8, 14, 15
MGMT X433.1 Investment Planning April 18, 19, 25, 26
MGMT X433.2 Tax Planning May 30, 31, June 6, 7
MGMT X433.8 Retirement Planning July 11, 12, 18, 19
MGMT X433.9 Estate Planning August 8, 9, 15, 16
MGMT X433.21 Financial Planning Practicum September 12, 13, 26, 27

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.

Requirements

  • 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.

Fees

PFP Accelerated Program: $4,550
(Early Bird Discount: Enroll on or before October 25 and receive $100 off tuition
)

Download enrollment form

Enrollment deadline is January 10, 2020. Email fberg@uci.edu for space availability after deadline.

Location

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

Textbooks

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.

Parking

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

Discounts

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.