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Personal Financial Planning Practicum

A required course in the Personal Financial Planning Certificate Program.

Course Description

Learn how apply the knowledge acquired from the required Personal Financial Planning curriculum to create a complete financial plan from the ground up. Client counseling, data gathering, presentation, and implementation of financial plans will be explored.

Early registration recommended. The HP-12C or HP-10BII calculator is required. Required prerequisites: Completion of all required courses in the PFP certificate program. If you have completed equivalent coursework or have equivalent experience, please email FinancePrograms@ce.uci.edu for approval to waive requirements. This course is required to sit for the CFP Examination. For those planning to sit for this exam, please create an account at www.cfp.net and then email FinancePrograms@ce.uci.edu with your CFP ID# once you have completed the 8 required courses to have your education verification submitted to the CFP Board. Textbook may be purchased directly from the publisher Money Education on their website or by calling (888) 295-6023. Please do not purchase a used book. Only new books will have the unused access code for the online resources. Please read chapters 1-2 in the Cases in Financial Planning textbook before you attend class. Bring the textbook and a financial calculator to the first class meeting.

  • Details
  • $755
  • June 21, 2021 to September 12, 2021
  • Delivery Mode: Remote
  • Reg#: 00160
  • ID/Units: MGMT X433.21  (4.50)
    ( Section 1 )
  • Quarter: SUMMER 2021

Instructor


Avi K. Pai, CFP®, AIF® is a co-founder & fee-based financial planner in the office of Provence Wealth Management Group (LPL Financial). He practices comprehensive financial planning and investment advice services. His expertise is in wealth accumulation for successful younger individuals, "sudden wealth" situations, business owners, as well as retirement & pension planning for retirees and pre-retirees. Additionally, as an Accredited Investment Fiduciary, he consults and works with over one hundred 401ks to improve efficiency, reduce liability, educate employers and employees, and review investment choices. Avi and his Irvine team manage over $300 million of personal client wealth as well as corporate retirement plans such as 401ks and Defined Benefit Pension plans. In 2011, Avi was named “Top 40 Business Professionals Under 40” by OC Metro Magazine. In 2018, Avi was also featured and profiled in InvestmentNews’ 40 Under 40 list (June 18-22, 2018 issue).

Textbook Information

Textbooks for your course may be purchased from any vendor or bookseller of your choice.

Required Textbook(s):

CASES IN FINANCIAL PLANNING: ANALYSIS AND PRESENTATION
Book - ISBN: 9781946711687
Dalton, 4 ed, Money Education

Meeting Schedule

EventDateDayStart TimeEnd TimeLocationRoom
OL-LEC06/22/2021Tuesday6:30 PM9:30 PMZoom---
OL-LEC06/29/2021Tuesday6:30 PM9:30 PMZoom---
OL-LEC07/06/2021Tuesday6:30 PM9:30 PMZoom---
OL-LEC07/13/2021Tuesday6:30 PM9:30 PMZoom---
OL-LEC07/20/2021Tuesday6:30 PM9:30 PMZoom---
OL-LEC07/27/2021Tuesday6:30 PM9:30 PMZoom---
OL-LEC08/03/2021Tuesday6:30 PM9:30 PMZoom---
OL-LEC08/10/2021Tuesday6:30 PM9:30 PMZoom---
OL-LEC08/17/2021Tuesday6:30 PM9:30 PMZoom---
OL-LEC08/24/2021Tuesday6:30 PM9:30 PMZoom---
OL-LEC08/31/2021Tuesday6:30 PM9:30 PMZoom---
OL-LEC09/07/2021Tuesday6:30 PM9:30 PMZoom---