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Personal Financial Planning Accelerated Program and Review Course for the CFP Certification Examination
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As co-founders of Planning Educational Solutions, a training firm that specializes in personal financial planning and the review course for the CFP certification examination, Hewitt and Le Claire have worked with Fortune 500 clients such as Merrill Lynch, Morgan Stanley Dean Witter, Charles Schwab, Union Bank of California, Smith Barney, Deutsche Bank Alex Brown, Prudential, Mass Mutual, and many others.
Linda Hewitt, CFP®, CRPC
Nancy Le Claire, CFP®, CPA, ChFC, CRPC
➤ T WO L E A D I N G F I N A N C I A L P L A N N I N G P RO F E S S I O N A L S ➤ F I V E - PA RT T R A I N I N G S E R I E S ➤ ONE INCREDIBLE CAREERBUILDING EXPERIENCE
Personal Financial Planning Accelerated Program
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his intensive, five-part program covers the body of knowledge for Certified Financial Planners™. Successful completion of the program fulfills the educational requirements to sit for the CFP® Certification Examination. The program takes a client-centered, problem solving methodology that utilizes case studies, giving you a hands-on approach to the material, enabling you to master the knowledge you need to pass the exam. UC Irvine Extension is proud to offer this accelerated program that provides a comprehensive and strong foundation in the principles of financial planning. P RO G R A M R E Q U I R E M E N T S • Participants must have 3 years experience in the investment, banking, insurance, or financial planning business, or 3 years experience as a CPA, Attorney At Law, CLU, or ChFC. • Participants are required to pre-study the material prior to class, attend every class session, complete all assignments, and pass the final exam with a grade of “C” or better. • A series 7 license is highly recommended. CURRICULUM The Personal Financial Planning Accelerated Program consists of five, four-day sessions (Thursday-Sunday) that focus on these topics: ➤ Financial Planning Process and Insurance ➤ Investment Principles ➤ Income Tax Planning ➤ Employee Benefits and Retirement Planning ➤ Estate Planning
FINANCIAL PLANNING IS AMONG THE MOST HIGHLY RANKED JOBS IN THE U.S., WITH HIGHER-THAN-AVERAGE GROWTH EXPECTED THROUGH THE YEAR 2010, ACCORDING TO THE U.S. BUREAU OF LABOR STATISTICS.
DAT E S, LO C AT I O N , F E E S CFP®1: Financial Planning Process and Insurance CFP®2: Investment Principles CFP®3: Income Tax Planning CFP®4: Employee Benefits and Retirement Planning CFP®5: Estate Planning Dates/Time: Location: Fee: Registration #:
Apr. 3 - 6 May 29 - Jun. 1 Jun. 19 - 22 Jul. 17 - 20 Aug. 21 - 24
Thursday-Sunday, 8:00am-6:00pm Room 209, UCI Learning Center 200 S. Manchester Ave., Orange $4,200 00207
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he review course is intended for those who have completed the Accelerated Program or any CFP® registered program and are planning to sit for the CFP® Certification Examination. This intensive course covers all 89 CFP Board topics tested on the exam. DAT E S, LO C AT I O N , F E E S Dates/Time: Friday-Sunday, October 24, 25, 26, 31, November 1 & 2, 8:00am-5:30pm Location: Room TBA, UCI Campus Fee: $1,250 ($1,100 if you have taken the Personal Financial
Planning Accelerated Program. Must enroll by phone to receive discount.) Students are highly encouraged to purchase review course study materials at an additional cost prior to the live review. For recommendations please call (949) 824-4661.
Review Course for the CFP Certification Examination
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I N S T RU C TO R S Linda Hewitt, CFP®, CRPC, has been a Certified Financial Planner™ practitioner since 1997. Ms. Hewitt has written course study outlines, edited financial planning textbooks, and developed a video for A.G. Edwards in Retirement Planning and Employee Benefits. Ms. Hewitt is a California Realtor Associate and an active member of the FPA, Orange County Chapter. Nancy Le Claire, CFP®, CPA, ChFC, CRPC, has been a practicing CPA for 20 years and currently owns a tax and financial planning firm. After becoming a Certified Financial Planner™ four years ago, she co-founded Financial Planning Educational Solutions, which provides classroom instruction and specializes in providing a comprehensive course for the CFP Certification Examination. She is an active member of the FPA, Orange County Chapter.
BUILD YOUR CONFIDENCE AND INCREASE YOUR KNOWLEDGE SO THAT YOU CAN PERFORM YOUR BEST ON THE EXAM.
E N RO L L TO DAY !
ONLINE PHONE extension.uci.edu (949) 824-5414
F O R M O R E I N F O R M AT I O N Call (949) 824-4661 or email fberg@uci.edu
This course is for educational purposes and is not intended to dispense tax or financial advice. UC Irvine does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® certification marks. Certified Financial Planner Board of Standards Inc. owns the marks CFP® , CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® , which it awards to individuals who successfully complete initial and ongoing certification requirements. SP08-091
P.O. Box 6050 Irvine, California 92616-6050
Personal Financial Planning Accelerated Program and Review Course for the CFP® Certification Examination
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