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Personal Financial Planning (Accelerated)

A Certified Financial Planner Board of Standards Inc. Registered Program

This program is registered with Certified Financial 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.

CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP marks are certification marks owned by Certified Financial Planner Board of Standards Inc. These marks are awarded to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

The CFP® certification is the most widely recognized financial planning certification in the U.S. UC Irvine Extension does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP certification marks. CFP® certification is granted only by Certified Financial Planner Board of Standards Inc. to those persons who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements. Students interested in sitting for the exam must complete all of the required courses.

The PFP specialized studies program meets CFP® Board’s new requirement (effective 2012) for a 45-hour capstone course on how to prepare and present financial plans.

Certificate Award Requirements

Individuals who complete the 7 courses will earn a Personal Financial Planning (Accelerated) Certificate. Each course must be successfully passed with a grade of “C” or better to receive the award. To become an official candidate in the program, students pursuing the certificate must submit a Declaration of Candidacy. Students are encouraged to declare candidacy as soon as possible, but no later than after the third course in the program. To receive the 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.

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Personal Financial Planning (Accelerated)

Transfer Credit

Students who complete the Personal Financial Planning (Accelerated) Certificate Program are eligible to transfer credits into the M.B.A. in Financial Planning at Cal Lutheran University, Institute of Finance.

Join your fellow financial planning professionals for this rigorous, five-part series designed to cover the body of knowledge for CERTIFIED FINANCIAL PLANNER™ professionals and fulfill the educational requirements needed to sit for the CFP® Certification Examination.

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.