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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.

Instructors

Learn about the instructors

Career Insight

Occupational summary for personal financial advisors in the United States.

205,336
Jobs
(2016)
28.10%
Projected Growth
(2017-2027)
$58k-$161k
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.

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: $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 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.