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Personal Financial Planning Courses
Personal Financial Planning Courses
Personal Financial Planning Courses
Personal Financial Planning Courses
Personal Financial Planning Courses
Personal Financial Planning Courses
Personal Financial Planning Courses
Personal Financial Planning Courses
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Personal Financial Planning Courses

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  • 1. Employment of personal financial advisers is expected to increase 41 percent between 2006 and 2016.— Copyright 2009 CareerBuilder, LLC—Reprinted with permission Personal Financial Planning Courses Fall 2009 Attend our FREE Information Session for the Personal Financial Planning Program on August 4. www.extension.ucdavis.edu/business Business and ManageMent CONTINUING AND PR O F E S S I O N A L E D U C AT I O N
  • 2. Personal Financial Planning certiFicate Program The Personal Financial Planning Certificate Program provides you with the knowledge to help people define and attain their financial goals. The current economic turmoil, coupled with an increasing number of professionals approaching retirement, is increasing the need for qualified financial experts. The UC Davis Extension Certificate Program in Personal Financial Planning meets the CERTIFIED FINANCIAL PLANNER™ Board of Standards, Inc., educational requirements to qualify for the CFP® Certification Examination. Key foundational courses offered during Employee Benefits in Personal other academic quarters: Financial Planning Fundamentals of Personal Gain an understanding of fiduciary responsibil- Financial Planning ity requirements in connection with retirement Examine the financial planning process model plans, as well as how to evaluate taxation of and financial planning subject areas. Learn benefits received and alternatives in choosing financial modeling techniques and the basics of the appropriate plan. money psychology and counseling skills. Income Taxation in Personal Financial Planning Learn to recognize the many opportunities for successful income tax planning, as well as the occasional dilemmas that arise in personal financial planning. Risk Management in Personal Financial Planning Gain an understanding of risk management. Learn to determine insurance needs, assess various insurance plans and evaluate contract selection criteria from a cost/benefit standpoint. CertiFiCate Program in Personal FinanCial Planning • Quarterly sChedule oF Courses REQUIRED COURSES (24.5 UnItS) # UnItS F W SP SU Principles of Financial Analysis 3.5 ■ ■ Fundamentals of Personal Financial Planning 3.5 ■ ■ Income Taxation in Personal Financial Planning 3.5 ■ Investments in Personal Financial Planning 3.5 ■ Risk Management in Personal Financial Planning 3.5 ■ Estate Planning 3.5 ■ Employee Benefits in Personal Financial Planning 3.5 ■ thERE aRE nO ElECtIvES In thIS PROgRam. ■ Classroom format Schedules are subject to change. Check our website for the latest schedule and course information: www.extension.ucdavis.edu/business or call (800) 752-0881. F=Fall W=Winter SP=Spring SU=Summer UC Davis Extension does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™ or certification marks. CFP® certification is granted only by the Certified Financial Planner Board of Standards, Inc., to individuals who, in addition to completing an educational requirement such as the CFP® Board-Registered Program, have met its ethics, experience and examina- tion requirements.
  • 3. Fall Personal Financial Planning courses You may take any of these courses individually or as part of the certificate program. FREE I n Fo RmAtIo n SESSIo n Personal Financial Planning Certificate Program information session If you’re considering a career in financial planning or just want to improve your own personal investment skills, you won’t want to miss this free information session for UC Davis Extension’s CFP® Board Registered Personal Financial Planning Certificate Program. Please plan to attend and meet with our staff, faculty and industry leaders to discuss and learn about career trends; CFP® examination requirements and process; course sequence, content and focus; and answers to frequently asked questions. This program is registered with the CERTIFIED FInanCIal PlannER™ Board of Standards, Inc. R E S E RVE YO U R S EAT TO DAY! Aug. 4: Tues., 5:30-7:30 p.m. • Enroll in section 091OPE300. • Sacramento: Sutter Square Galleria, 2901 K St. Principles of Financial Financial, ISBN 1419559818, available at www. directtextbook.com/prices/1419559818. Wise Analysis Investing Made Simple, by Larry Swedrow, 3.5 quarter units academic credit, X420.11. ISBN 9780976657422. Whether you are managing your own money NORBERT WAGNER, M.S., currently works or serving clients as a financial adviser, the with a private association on business plan concepts of cash flow analysis and Time Value development and execution. He has a certificate of Money (TVM) are the foundations of sound in financial planning and successfully com- financial decision-making. Learn the funda- pleted the CFP® examination. mentals needed to comprehensively analyze a client’s or your own financial situation. Develop ■ 10 meetings. your ability to evaluate mortgages, choose the ■ Sept. 15-Nov. 17: Tues., 5:30-9 p.m. most appropriate savings plan, understand ■ Sacramento: Sutter Square Galleria, annuities, determine bond Yield to Maturity 2901 K St. (YTM) and price, and analyze stock market and ■ Technical requirements: Certain elements real estate investments. of this classroom class will be conducted online. You must have a computer with This course is required to complete the Personal access to the Internet and an email account Financial Planning Certificate Program in order to complete this course. and replaces Quantitative Tools of Personal ■ $720 ($770 if postmarked after 09/01/2009). Financial Planning. An HP 12C calculator Enroll in section 092PER470. is required; however, no prior experience is ■ Special discounts: Groups. FPA members. necessary. You will need to have access to Excel or a compatible spreadsheet. Required Textbooks: Understanding Your Financial Calculator, 4th ed., by Kaplan Required course
  • 4. “More than one in five Americans— or more than 70 million people, including 500,000 in the Sacramento region— will be 65 or older by 2030…the biggest aging evolution in history.” —“U.S. seems unprepared for onslaught of aging boomers,” ~ Sacramento Journal, May 15, 2009 Investments in Personal Estate Planning Financial Planning 3.5 quarter units academic credit, X420.9. 3.5 quarter units academic credit, X420.4. 35 hours MCLE credit. 35 hours DOI credit. Examine various investment categories utilized by financial planning practitioners. Gain Learn what all accountants, trust officers, attor- knowledge of security laws and regulations, neys, life insurance underwriters and financial time value of money, risk analysis, common planners need to know to solve estate planning stock valuation and expected rates of return. problems. Examine tax objectives, business Learn about market indicators and monetary interests, the unlimited marital deduction and policy. Acquire the ability to apply fundamental saving the “second tax.” Acquire the knowledge and technical analysis, and discover what to advise on holding title to property, lifetime financial planners need to know about the gifts and trusts, wills and living trusts, life bond market, yield curves, preferred stock, insurance and annuities and post-death tax and convertible bonds, options, warrants, futures, legal problems. Review recent tax law changes. mortgages, mutual funds, portfolio construc- Please read chapters one, two and three prior to tion and management, and capital market the first class meeting. theory. Required textbook: Estate Planning for Required textbook: Essentials of Investments, Financial Planners, 4th ed., by Michael A. 7th ed. (pbk), by Bodie, Kane and Marcus, ISBN Dalton, ISBN 9780974894560. 9780073368719. Prerequisites: Fundamentals of Personal Prerequisites: Fundamentals of Personal Financial Planning, Income Taxation in Financial Planning, Principles of Financial Personal Financial Planning, Principles of Analysis or Quantitative Tools for Personal Financial Analysis or Quantitative Tools for Financial Planning. Personal Financial Planning. CHASE W. ARMER, CFP®, EA, M.S., is GINA LERA, J.D., is an attorney with Downey a financial advisor for Planned Solutions, Brand, specializing in trusts and estates. Prior Inc., where he has been a member of their to joining Downey, Lera was a partner with Investment Management Committee since 1999. Wagner, Kirkman, Blaine, Klomparens & Armer works with individuals and business Youmans in Sacramento. She is certified by the owners who seek advice in all areas of financial State Bar of California as an estate planning, planning. His particular expertise lies in trusts and probate law specialist, and has held investments, retirement planning and income numerous positions on the Sacramento County taxation. Bar Association Board of Directors. ■ 10 meetings. ■ 10 meetings. ■ Sept. 16-Dec. 2: Wed., 5:30-9 p.m. ■ Sept. 21-Nov. 23: Mon., 5:30-9 p.m. (No meeting Nov. 11 or 25.) ■ Sacramento: Sutter Square Galleria, ■ Sacramento: Sutter Square Galleria, 2901 K St. 2901 K St. ■ $720 ($770 if postmarked after 09/07/2008). ■ $720 ($770 if postmarked after 09/02/2009). Enroll in section 092PER479. Enroll in section 092PER474. ■ Special discounts: Groups. FPA members. ■ Special discounts: Groups. FPA members.
  • 5. PERSonAl FInAncIAl PlAnnIng cAREER nIght Please join us and explore career opportunities in the field of financial planning. Cosponsored by UC Davis Extension and the Financial Planning Association of Northern California, this free event brings together those interested in pursuing or exploring a career in financial planning with successful financial planning firms and advisers. In spite of the recent economic distress, financial planning continues to provide a great career path, and the need to keep skills up-to-date is more important than ever. Bring your resume to share, or just come to find out more about this fulfilling career. Come early for refreshments, to meet our staff members and: ■ Explore financial planning as a career transition as well as its various tracks ■ Learn about internship opportunities with professional financial planning practices ■ Find out about educational requirements needed to sit for the CFP® Certification Examination ■ Learn about networking opportunities with area professionals ■ Listen to knowledgeable practicioners speak about how they attained their own career goals If you have questions, please call UC Davis Extension at (530) 757-8895. ■ Aug. 18: Tues., 5:30-8 p.m. (Registration begins at 5 p.m.) ■ Sacramento: Sutter Square Galleria, 2901 K St. ■ No Charge. Enroll in section 091PER500. “The UC Davis Personal Financial Planning Certificate Program was an obvious choice for me. I was looking to change careers and going to school one night a week was manageable. I had considered online programs, but UC Davis offered more. Not only were the instructors experienced financial professionals, but so were many of my fellow students. The internship was an outstanding experience, too. Working with a CERTIFIED FINANCIAL PLANNER allowed me to apply classroom concepts to real work situations.” ~ Elaine Webb, EA Need fiNaNcial plaNNiNg work experieNce? The Personal Financial Planning Internship gives you practical experience in providing financial planning services to clients. The 90-hour program includes three meetings with the program coordinator and allows you to apply the knowledge gained in the certificate program courses. For more information about starting your internship, please contact us at (530) 757-8895. To start your internship this fall quarter, please call before September 15. Special diScouNtS Organizations enrolling three or more people at the same time in the same course receive a 10 percent discount. FPa members receive a 10 percent discount. Enroll as a group or team of three or more, and receive a 10 percent discount on each enroll- ment. Team training allows you to share the learning experience with your co-workers, so concepts and techniques learned are even easier to apply on the job. all registrations must be submitted at the same time and fees paid with one check, credit card or purchase order.
  • 6. Also of interest … STEVE MIKLOS is a licensed California real estate broker and founder of Bentley Mortgage & Real Estate Services in Folsom. Investing in Income- He was elected to the Folsom City Council Producing Real Estate in November 1994, and is currently serving his third term. His fellow council members Noncredit. appointed him vice mayor in 1995 and 2007, Acquire the research techniques and analytical and mayor repeatedly from December 1997 skills you need to begin investing in real estate. through 2008. Miklos has also served as the Discover practical opportunities to invest chairman of the Folsom Redevelopment Agency in real estate with modest sums. With the Board and of the Folsom–El Dorado County California real estate market at rock bottom, Joint Powers Authority, and currently serves now is the time to think about investing. as chairman of the Local Agency Formation Explore real estate as an investment oppor- Commission (LAFCO). tunity for supplemental income, retirement ■ 1 meeting. income or as a long-term portfolio diversifica- ■ Aug. 22: Sat., 9 a.m.-4 p.m. tion strategy. Special attention is given to ■ Sacramento: Sutter Square Galleria, structuring and analyzing deals, calculating 2901 K St. return on investment and creating a group of ■ $210. Enroll in section 091REL307. investors to fund equity investments. All types ■ Special discounts: Groups. of properties are discussed, including one- to four-unit properties. www.extension.ucdavis.edu/business
  • 7. Principles of Financial DANIEL D. ROSS, CPA, is president of the Accounting Daniel R. Ross Accountancy Corporation, a firm he founded in 1987, which specializes in 4 quarter units academic credit, X407.4. tax, business advisory, accounting and financial planning services. Ross also teaches seminars Examine accounting theory, principles and through SCORE, a resource partner with the practice. Learn about accrual account concepts, Small Business Administration. His past experi- transaction analysis, and recording and pro- ence includes working for Price Waterhouse Co. cessing (journals and ledgers) methods. Gain an in-depth understanding of the preparation ■ 12 meetings. and analysis of financial statements (income ■ Sept. 17-Dec. 17: Thurs., 5:40-9 p.m. statements, balance sheets and cash-flow (No meeting Oct. 22 and Nov. 26.) statements); sales and cost of sales; inventory ■ Sacramento: Sutter Square Galleria, valuation; depreciation of operational assets; 2901 K St. accounting for investments; and liability and ■ $695 ($745 if postmarked after present value concepts. 09/03/2009). Enroll in section 092ACC101. ■ Special discounts: Groups. ■ For required textbook, go to www.extension. ucdavis.edu/business. Click on Accounting, then on the course name. Ordering textbOOks fOr yOur class Required textbooks should be ordered either through an online bookstore or at an area bookstore prior to the class start date. ■ Order your book directly from the UC Davis Bookstore in Sacramento. You can reach the UC Davis Bookstore at (916) 734-3452 or visit them at 2270 Stockton Blvd., Sacramento. ■ Order from a commercial bookstore in your area. ■ Order your book from an online bookstore. We encourage you to try an online service, such as www.bestbookbuys.com, which searches multiple online bookstores for the best price and availability. Other ideas for online bookstores: ■ amazon.com ■ barnesandnoble.com ■ computerbooksonline.com ■ bigwords.com Before ordering your book, please check the course information at www.extension.ucdavis.edu/business for the latest updates on book titles. You should order your book at least two or three weeks in advance. We welcome your comments, concerns and suggestions. Please contact us at (530) 757-8777 or www.extension.ucdavis.edu/contactus. enrolling is easy! By Phone call toll free (800) 752-0881. From Davis or Woodland call 757-8777. Please have your Visa, MasterCard, American Express or Discover account number handy. By Fax to (530) 757-8558. If you are enrolling with a company purchase order, please fax a completed enrollment form along with a copy of the purchase order. For security purposes, we can no longer accept credit card payments via fax. in Person at our Registration Office, 8:30 a.m.-4:30 p.m., 1333 Research Park Drive, Davis. online at www.extension.ucdavis.edu/business. Tax deductibility of educational expenses If your plans change Expenses of education — including registration fees, travel, meals and lodging — may be Refunds, less a $30 processing fee, will be granted if the request is received before the deductible if they maintain or improve professional skills or meet the express requirement of second class meeting. At that time, you can also discuss transferring your enrollment to another an individual’s employer. Contact a certified public accountant for more information, or visit program or sending a substitute. Requests for withdrawal without a refund must be received www.irs.gov/taxtopics. before the last meeting of the course. Requests for withdrawals or refunds may be made by phone, fax or in writing. Please include the student’s name, course title and course section number. For information about other alternatives, call UC Davis Extension at (800) 752-0881. fOr mOre infOrmatiOn For general information, call UC Davis Extension at (800) 752-0881. For specific program information, call the Business & Management Department at (530) 757-8895, email businessinfo@unexmail.ucdavis.edu, or visit our website. www.extension.ucdavis.edu/business
  • 8. Create sunny futures Financial planners are in demand more than ever. Downturns, rising interest rates, loss of employment are just a few of the economic roadblocks encountered in life. Enroll today! Learn to maneuver the mine fields. Help others prepare for stormy times, rise above market fluctuations and reach their objectives. Learn. Advise. Actualize dreams. Visit us on the Web. For more information, call (800) 752-0881 or email us at extension@ucdavis.edu. UC Davis Extension Nonprofit Org. University of California U.S. Postage 1333 Research Park Drive Key Code PAID Davis, CA 95618-4852 UC Davis 092 132-Z Z www.extension.ucdavis.edu/business 092 132

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