Start Date :
End Date :
Are you interested in a career in the field of Personal Financial Planning? Do you want to do a better job of managing your own finances and helping people manage their wealth? Financial planning and wealth management remains a fast-growing field because of the complexity of financial decisions facing all of us. Join us in this session where program coordinators and instructors provide an overview of UCSC Extension's Certified Financial Planner Board-registered program. Please register in advance to ensure space in this session.
Are you interested in a career in the field of Personal Financial Planning?
Do you want to do a better job of managing your own finances?
RENÉE SNOW, Ph.D., CFP®, EA, Extension program chair, has worked as a Certified Financial Planner® for the past 20 years and has combined technical expertise with psychology and philosophy in service to her clients. She earned a M.S. in accounting and worked eight years for a large regional CPA firm. Renee manages her own firm and specializes in tax planning, asset management and the psychological aspects of wealth management. She teaches: "Personal Financial Planning, Practicum."
CYNTHIA RILEY, B.S., worked for Intel Corp. in a variety of individual contributor and management positions for nearly 20 years before completing UCSC Extension’s Personal Financial Planning certificate. Formerly the career development director for the Silicon Valley Financial Planning Association (SVFPA), she now leads the UCSC Extension’s PFP Student Forum team. She is co-authoring a new math textbook for CFP™-Board certified programs.
Contact our Outreach team at (408) 861-3860 • ExtensionProgram@ucsc.edu