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花蓮貨運 Personal Financial Planning Certificate P

“My experience in UC Irvine Extension's Personal Financial Planning Certificate Program made me a better financial planner. Earning the UCI PFP Certificate and then the CFP designation were essential to advancing in my profession. While in UC Irvine Extension's program,花蓮貨運, I decided to enroll in the California Lutheran University (CLU) MBA Financial Planning degree program to take my career even further. Having UCI's coursework transfer to Cal Lu's MBA program was fantastic. I am not sure that I would have pursued an MBA otherwise,高雄搬家公司, but I am so grateful that I have. The combination of the UCI PFP Certificate and the Cal Lu MBA is a match made in heaven. It really elevates you in the minds of your clients. Having an MBA shows that I am committed to my profession.” Cindy Havenhill,花蓮回頭車, CFP®, M.B.A.

CE Credit Overview Advisory Committee

Financial Planning is projected to grow by 32 percent over the 2010-2020 period,新竹回頭車, putting it among the most highly ranked jobs in the U.S. Growth is needed to assist the millions of workers expected to retire in the next 10 years.
–Occupational Outlook Handbook,台南搬家公司,
2012-13, U.S. Bureau of Labor Statistics

Certificate Eligibility and Requirements Transfer Credit

The following courses are eligible for California MCLE credit:

Who Should Attend

A certificate is awarded upon completion of eight required courses each with a grade of "C" or above for a total of 315 hours of instruction. To become an official candidate in the program,桃園吊車, students pursuing the certificate must submit a . Students are encouraged to declare candidacy as soon as possible, but no later than after the third course in the program. To receive the certificate after completing all program requirements,台中搬家公司, students must submit a . All requirements must be completed within five (5) years after the student enrolls in his/her first course. Students not pursuing a certificate are welcome to take as many individual courses as they wish.

This program is registered with Certified Financial Planner Board of Standards,新竹貨運, Inc. CFP Board is a certifying organization whose mission is to benefit the public by fostering professional standards in personal financial planning.

Students who complete the Personal Financial Planning Certificate Program are eligible to transfer credits into the .

The following courses are eligible for Continuing Education Units from the State of California Department of Insurance:

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