Business and Management

Personal Financial
Planning Accelerated
Program and Review
Course for the CFP®
Certification Exam...
This intensive, five-part program
                       covers the body of knowledge
                       for Certified...
The review course is intended
                for those who have completed
                the Accelerated Program or
    ...
Financial planning is among the most highly ranked jobs
in the U.S., with higher-than-average growth expected through
 the...
Instructors Nancy LeClaire and Linda Hewitt were a significant part of
this program’s success. Your program offers the str...
Enroll Today!



                                  Build your confidence.

                                  Increase your...
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Personal Financial Planning Accelerated Program and Review ...

  1. 1. Business and Management Personal Financial Planning Accelerated Program and Review Course for the CFP® Certification Examination Spring 2009
  2. 2. This intensive, five-part program covers the body of knowledge for Certified Financial Planners™. Successful completion of the program fulfills the educational requirements to sit for the CFP® Personal Financial Certification Examination. The program utilizes a client-centered, Planning Accelerated problem-solving methodology Program incorporating case studies, giving you a hands-on approach to the material, and enabling you to master the knowledge you need to pass the exam. UC Irvine Extension is proud to offer this accelerated program that provides a strong and com- prehensive foundation in the principles of financial planning.
  3. 3. The review course is intended for those who have completed the Accelerated Program or any CFP® registered education program and are planning to sit for the March 2010 CFP® Certification Review Course Examination. This intensive course covers all 89 CFP Board topics for the CFP® tested on the exam. Certification Dates, Location, Fees Examination Dates/Time: Friday-Sunday, February 19, 20, 21, 26, 27, 28, 2010, 8:00am-5:30pm Location: Room 210, UCI Learning Center 200 S. Manchester Ave., Orange Fee: $1,250 ($1,100 if you have taken the Personal Financial Planning Accelerated Program. Must enroll by phone to receive dis- count.) Students are highly encouraged to purchase review course study materials at an additional cost prior to the live review. For recommen- dations please call (949) 824- 4661. Reg #: 00119
  4. 4. Financial planning is among the most highly ranked jobs in the U.S., with higher-than-average growth expected through the year 2016, according to the U.S. Bureau of Labor Statistics. (Occupational Outlook Handbook, 2008-2009) Program Requirements Dates, Location, Fees • Participants must have 3 years CFP®1: Financial Planning Process experience in the investment, and Insurance banking, insurance, or financial April 15-18, 2010 planning business, or 3 years CFP®2: Investment Principles experience as a CPA, Attorney May 20-23, 2010 At Law, CLU, or ChFC. CFP 3: Income Tax Planning ® • Participants are required to pre- June 24-27, 2010 study the material prior to class, CFP®4: Employee Benefits and attend every class session, Retirement Planning complete all assignments, and July 22-25, 2010 pass the final exam with a grade CFP 5: Estate Planning ® of “C” or better. August 19-22, 2010 • A series 7 license is highly recom- Dates/Time: Thursday-Sunday, mended. 8:00am-6:00pm Location: Room 207, Curriculum UCI Learning Center The Personal Financial Planning 200 S. Manchester Accelerated Program consists of five, Ave., Orange four-day sessions (Thursday-Sunday) Fee: $4,200 (does not that focus on these topics: include required study • Financial Planning Process and guides–$150 plus Insurance S&H per module) • Investment Principles Reg #: 00076 • Income Tax Planning A short online orientation • Employee Benefits and Retirement can be viewed on our Web site. Planning Program details will be discussed. • Estate Planning Please go to http://unex.uci.edu/ services/events/recorded.asp to view the recording.
  5. 5. Instructors Nancy LeClaire and Linda Hewitt were a significant part of this program’s success. Your program offers the structure, support and accountability to successfully get through all of the material and be prepared to pass the exam. Your program makes a difference! It wasn’t an accident that the national pass rate is usually around 55% and all eight of us passed.” – Dave Jones, MBA, CFP® Instructors As co-founders of Planning Educational Solutions, a training Linda Hewitt, firm that specializes in personal CFP®, CRPC, has been a Certified Financial financial planning and the review Planner™ practitioner since 1997. course for the CFP certification Ms. Hewitt has written course study outlines, edited financial planning text- examination, Hewitt and Le Claire books, and developed a video for A.G. Edwards in Retirement Planning have worked with Fortune 500 and Employee Benefits. Ms. Hewitt has a California Real Estate License clients such as Merrill Lynch, and attends the FPA, Orange County Chapter meetings. Morgan Stanley Smith Barney, Fidelity Investments, Union Bank of California, UBS, MetLife, Mass Nancy Le Claire, Mutual, LPL, and many others. CFP®, CPA, ChFC, CRPC, has been a practicing CPA for 25 years and currently owns a tax and financial planning firm. After becoming a Certified Financial Planner™ she co-founded Financial Planning Educational Solutions, which provides classroom instruction and specializes in providing a comprehensive course This course is for educational purposes and is not intended to dispense tax or financial advice. UC Irvine does not certify for the CFP Certification Examination. individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® certification marks. She attends the FPA, Orange County Certified Financial Planner Board of Standards Inc. owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP Chapter meetings. (with flame logo)® , which it awards to individuals who successfully complete initial and ongoing certification requirements. SP10-091
  6. 6. Enroll Today! Build your confidence. Increase your knowledge. Perform your best on the exam. Personal Financial Planning Accelerated Program and Review Course for the CFP® Certification Examination For More Information Call (949) 824-4661 Email fberg@uci.edu Or visit extension.uci.edu/record- ings to access the most recent introductory webinar P.O. Box 6050, Irvine, California 92616-6050 extension.uci.edu (949) 824-5414

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