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UNF Division of Continuing Education
Certified Financial Planner Program
Information Session
March 4,2014
Agenda
Opening Remarks
Lori Frederick, CFP Program Director, UNF Division of Continuing Education
Instructor Introductions
Ryan Newton, CFP; Ron Heymann, CFP
Future Needs of CFPs
Program Overview
Roadmap to Certification
CFP Course Descriptions
Funding & Financing
Q & A
2
Future Need of CFPs
3
• For people who are good with numbers and people, financial
planning can be a rewarding career path.
• These professionals are part of one of the fastest-growing
occupations in the financial sector.
• Employment demand is expected to grow by 32 percent from
2010 to 2020, according to the U.S. Bureau of Labor Statistics.
• Baby boomers nearing retirement age are driving much of the
demand for personal financial advisers.
• Earning the CFP® designation can open the door to better
opportunities, more clients and more money.
Program Overview
4
• Areas covered
– General Principles
– Insurance Planning
– Investment Planning
– Income Tax Planning
– Retirement Planning
– Estate Planning
– Capstone
Roadmap to Certification
• Meet the CFP® Board education requirements
through attending a board-registered CFP program
• Pass the CFP® Exam
• Meet the Experience Requirement
• Satisfy the Fitness Standards
• Receive Authorization to Use the CFP® designation.
5
Funding and Financing
• Money
– Who has it?
– How do I get it?
• Scholarships
– Any available?
• Other sources
• Discounts
6
Contact Info
For more information, please contact us:
Online: www.unf.edu/ce
Email: unfce@unf.edu
Call: 904-620-4200
Or on Social Media at Username UNFCE
7

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UNF Division of Continuing Education Certified Financial Planner Program Info Session

  • 1. UNF Division of Continuing Education Certified Financial Planner Program Information Session March 4,2014
  • 2. Agenda Opening Remarks Lori Frederick, CFP Program Director, UNF Division of Continuing Education Instructor Introductions Ryan Newton, CFP; Ron Heymann, CFP Future Needs of CFPs Program Overview Roadmap to Certification CFP Course Descriptions Funding & Financing Q & A 2
  • 3. Future Need of CFPs 3 • For people who are good with numbers and people, financial planning can be a rewarding career path. • These professionals are part of one of the fastest-growing occupations in the financial sector. • Employment demand is expected to grow by 32 percent from 2010 to 2020, according to the U.S. Bureau of Labor Statistics. • Baby boomers nearing retirement age are driving much of the demand for personal financial advisers. • Earning the CFP® designation can open the door to better opportunities, more clients and more money.
  • 4. Program Overview 4 • Areas covered – General Principles – Insurance Planning – Investment Planning – Income Tax Planning – Retirement Planning – Estate Planning – Capstone
  • 5. Roadmap to Certification • Meet the CFP® Board education requirements through attending a board-registered CFP program • Pass the CFP® Exam • Meet the Experience Requirement • Satisfy the Fitness Standards • Receive Authorization to Use the CFP® designation. 5
  • 6. Funding and Financing • Money – Who has it? – How do I get it? • Scholarships – Any available? • Other sources • Discounts 6
  • 7. Contact Info For more information, please contact us: Online: www.unf.edu/ce Email: unfce@unf.edu Call: 904-620-4200 Or on Social Media at Username UNFCE 7