"I wanted to make an impact in my community...It was time to start taking classes."
Cameo Roberson, Personal Financial Planning Alumna
The only CFP™® Board-registered program in Silicon Valley. At its heart, financial planning is practical problem-solving so you can plan for retirement, pay off your mortgage, and send your kids to college. Gain a strong foundation in retirement planning, compensation management, risk management, estate planning and investments, you learn to structure your own financial goals or empower your clients to make educated plans about the way they spend, save and invest. Our training grounds you in Certified Financial Planner™® Board education requirements that qualify you to sit for the rigorous CFP® examination. We also partner with the Financial Planning Association of Silicon Valley, giving you unique networking opportunities in the Silicon Valley financial advising community.
Personal Financial Planning certificate program objectives:
· Understand applied mathematical concepts for financial planning
· Identify and solve estate problems from the financial planning perspective
· Decode the retirement planning process, including how to determine the adequacy of your client’s resources and income
· Apply risk management to financial decision-making
· Understand the structure, regulation and operation of investment markets
Total Required: 8 courses (28 units)
Time Commitment: A full-time student can complete the certificate in 6–12 months.
Estimated Cost: $6,000
F1 Students: [Costs for F-1 students]
Total Required: 8 courses (28 units)
1. Prerequisite Courses:
2. Required Courses
3. Practicum Course
4. Enrolled Agent Program
5. Required Certificate Review
To pursue a certificate in Personal Financial Planning and take the CFP® examination, you should hold a bachelor’s degree in any discipline from an accredited U.S. college or university recognized by the U.S. Department of Education.
Recommended Course Sequence
Please follow this sequence. The two prerequisite courses—Applied Mathematics for Financial Planning and Personal Financial Planning, Survey—must be completed prior to enrolling in the remaining courses. The final course for all candidates is Personal Financial Planning, Practicum.
To receive your certificate. Upon completion of the course sequence, please apply for your Personal Financial Planning Certificate Completion Review.
CFP® approved. Our training grounds you in Certified Financial Planner™® Board education requirements that qualify you to sit for the rigorous CFP® examination.
Enrolled Agent program. A three-part series (8 units) designed to prepare you to study for the rigorous EA exam, network with fellow tax industry professionals and learn tax management skills. EA licenses are earned either by passing a comprehensive examination, the Special Enrollment Exam (SEE), which covers all aspects of the tax code; or after having worked at the IRS for five years in a position which regularly interpreted and applied the tax code and its regulations. All candidates are subjected to a rigorous background check conducted by the IRS.
RENÉE SNOW, Ph.D., CFP®, 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 accountancy and worked eight years for a large regional CPA firm. Dr. Snow manages her own firm and specializes in tax planning, asset management, and the psychological aspects of wealth management. As a financial planning instructor at UCSC Extension, she grounds students in the philosophy of economics while giving them the practical tools to work in the financial services industry. The focus of her research has been an inquiry into the ancient texts of Buddhism, Hinduism, and Jainism as they apply to financial management. Dr. Snow has published works in the areas of leadership and behavioral finance.
Enroll in Program
You are invited to declare candidacy in your certificate program as soon as possible so you can lock in the curriculum requirements and not be impacted by any subsequent program changes. Once you’ve declared, you have three years to complete the program.