Every day you hesitate,
a potential client calls a CFP®
Earn Your Mark of Excellence
With a Personal Financial Planning Certificate from UCI Division of Continuing Education, you will gain the expertise you need and the credential your clients demand from a certified financial planner. Our program is registered with the Certified Financial Planner Board of Standards, Inc. and our courses provide in-depth knowledge of sound financial planning. When you complete the certificate, you will have the confidence and knowledge you need to sit for the CFP® Exam.
Take Classes Online
Work. Family. Traffic. These are just a few of the many challenges between busy working professionals and their continuing education goals. Most of our Personal Financial Planning courses are offered online and taught by actual CFPs®. Now you can take classes anytime, anywhere at your convenience.
Accelerated Option on Campus (Due to Co-Vid19, this option is currently not available)
Designed for financial professionals with a minimum of 3 years' experience, this option allows you to complete the entire program on select weekends over an 8-month period to meet the educational requirements to sit for the CFP® Exam.
What is a CFP® Certified Financial Planner?
- The CFP® certification is the most widely recognized financial planning certification in the U.S.
- When you complete the Personal Financial Planning Certificate Program, you will be prepared to sit for the CFP® Exam.
- Certification is granted to those who, in addition to completing an educational requirement such as courses offered at UCI DCE, have met the ethics, experience, and examination requirements.
Don’t wait another day to prepare for your success. Request a brochure now.
