The University of California, Irvine Extension announces plans to offer two new elective courses as part of its Personal Financial Planning Certificate Program, a Certified Financial Planner Board of Standards Inc. Registered Program. UC Irvine Extension's Certificate Program in Personal Financial Planning is designed to help students obtain their Certified Financial Planner® (CFP) designation. The first course, "Chartered Retirement Planning Counselor, will be held on the UC Irvine campus every Monday from April 21 through June 9. The second course, "Financial Planning Case Study and Advanced Calculator Usage: Tools to Help You Pass the CFP® Certificate Examination, will be held at the UC Irvine Learning Center in Orange on May 17, 18, 31, and June 1.
"With company pension plans now a thing of the past, and Social Security rapidly becoming an uncertainty, financial planning for retirement is a must, said Lori Munoz-Reiland, director of business, management, legal, information technology and corporate solutions for UC Irvine Extension. "Because there is no single financial solution for everyone facing retirement, it is critical that financial planners be knowledgeable about the many options and opportunities being afforded to today's retirees and those planning for retirement. Our 'Chartered Retirement Planning Counselor' course will offer the perspective and tools required for financial planners to provide clients with appropriate retirement solutions, regardless of their financial circumstances or goals.
For professionals desiring to earn their CFP® designation, one of the most daunting aspects may be taking the examination itself. To improve chances of passing the exam, UC Irvine Extension is offering "Financial Planning Case Study and Advanced Calculator Usage. In this class, students will walk through material covering the 89 CFP® Board Topics, while also sharpening their financial calculator skills. The course will simulate situations students will face in the practice of financial planning. Students will also acquire tools and techniques necessary to gain competence, focus, and the confidence necessary to pass the rigorous two-day Board Standards Exam. The curriculum will include case study questions, advanced calculator usage and problems, investment formula calculations, and test taking methodology. Students will solve financial problems both independently and in a group study environment to help them sharpen their test taking skills. This course is recommended in conjunction with the 6-Day Live Review Course offered through UC Irvine Extension, as a supplement to assist students.
Both courses are part of UC Irvine Extension's Personal Financial Planning Certificate Program. Courses in the certificate program are offered online and on campus. In addition, busy professionals can opt to take an accelerated version of the certificate program.
UC Irvine Extension is known for its robust portfolio of finance-related continuing education programs such as the Personal Financial Planning Certificate Program, Investor Relations Certificate Program, Financial Planning Association (FPA) Residency Program, and Chartered Financial Analyst review courses. For more information, visit http://unex.uci.edu/ or contact Lori Munoz-Reiland at 949-824-2282.
About the University of California, Irvine Extension: As the continuing education arm of UCI, UC Irvine Extension is dedicated to providing a university-level learning experience for students, offering thousands of exciting courses and programs to local, regional, and global constituencies. UC Irvine Extension offers a rich array of academic and community programs to support a diverse audience, from a wide selection of academic programs to numerous campus activities. For more information, please visit www.extension.uci.edu.
About the University of California, Irvine: The University of California, Irvine is a top-ranked university dedicated to research, scholarship and community service. Founded in 1965, UCI is among the fastest-growing University of California campuses, with more than 27,000 undergraduate and graduate students and about 1,400 faculty members. The second-largest employer in dynamic Orange County, UCI contributes an annual economic impact of $3.3 billion. For more UCI news, visit www.today.uci.edu.
