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.