PFP PROGRAM – FPA DISCOUNTS
Start Your Path to a CFP®
Become a more skilled financial planning professional and increase your potential for higher income.
PERSONAL FINANCIAL PLANNING CERTIFICATE PROGRAM
A Certified Financial Planner Board of Standards Inc. Registered Program
We offer two program formats to align with your career goals and experience. Both formats satisfy the education requirements to sit for the CFP® Exam.
- Part-Time Evening (online and remote) Courses offered quarterly
- Accelerated - 2022 to 2023
Designed for professionals with a minimum 3 years of finance or other related experience, this program is taught at a highly rigorous level and takes place on select weekends over the course of nine months. Students can expect a higher level of discussion and benefit from additional learning through a network of experienced planners. Registration may also be available for individual courses.
For those new to the field or making a career change, this program provides the comprehensive job knowledge to become a Personal Financial Planner and meet the educational requirements for CFP® Certification.
Our curriculum includes:
Financial Planning Process
Insurance Planning
Investment Planning
Tax Planning
Retirement Planning
Estate Planning
Practicum (Capstone)
FPA-OC Exclusive Discount
Members receive 10% off tuition fees for all courses in the Personal Financial Planning and Accounting certificate programs. Use code “FPA10” at online checkout.
Transfer Credit
Students who complete the Personal Financial Planning Certificate Program (including the accelerated option) are eligible to transfer credits into a graduate degree in financial planning at California Lutheran University. Learn more about transferring credit.
Visit our website for more information.
ce.uci.edu/pfp
Questions?
FinancePrograms@ce.uci.edu
949-824-5191