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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.

Instructors

Survey of Personal Financial Planning

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 and 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.

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.

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. Source: Economic Modeling Specialists Intl.

206,436
Annual Job Openings
(2019)
13.3%
Projected Growth
(2019-2029)
$88k
Median Salary
(Highly experienced workers can earn up to $226k)

2022 Schedule

 February 5 – October 2, 2022
 Select Saturdays – Sundays
 Dual delivery (in-person and online synchronously)

EARLY BIRD DISCOUNT
Enroll by the following dates for savings:

Deadline Cost Savings
November 1, 2021 $200 off tuition
December 6, 2021 $100 off tuition
January 3, 2022 $50 off tuition

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 and should have some experience working with clients.
  • 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: $4,750

Location

Dual delivery (in-person and online synchronously)

Textbooks

Program fee does not include required textbooks which are approximately $150 per course, not including shipping. Students will receive an email with the textbooks list from FinancePrograms@ce.uci.edu.

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.