Personal Financial Planning
Issued by
UCSC Silicon Valley Extension
This financial professional is committed to the CFP® Board's fiduciary standard to put client needs first and has a strong foundation in retirement planning, tax planning, risk management, estate planning, and investments that can be applied both personally and in a professional practice. Training in the only CFP® Board registered program in Silicon Valley fulfills the educational requirements set by the Certified Financial Planning™ Board.
- Type Learning
- Level Advanced
- Time Months
- Cost Paid
Skills
Earning Criteria
-
Completed eight courses: Applied Mathematics for Financial Planning; Personal Financial Planning, Survey; Employment Benefits and Retirement Planning in Personal Financial Planning; Estate Planning; Income Taxation in Personal Financial Planning; Investments in Personal Financial Planning: Principles and Methods; Risk Management in Personal Financial Planning; and Personal Financial Planning, Practicum. Earned 29.5 units. Met all requirements for a UCSC Silicon Valley Certificate in PFP.
-
Students may transfer their credits toward a master's degree at California Lutheran University.
Standards
This is a Certified Financial Planning™ (CFP®) Board registered program and fulfills the educational requirements to take the CFP® exam.