UC Irvine Extension Offers New Electives in Personal Financial Planning Certificate...

UC Irvine Extension Offers New Electives in Personal Financial Planning Certificate Program

Retirement Planning and Test Preparation Classes Help Students
Earn Their CFP(R)
IRVINE, Calif.--(Business Wire)--
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(R) (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(R) 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(R) 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(R)
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.

Echo Media Group
Sabrina Suarez, 714-573-0899, Ext. 27
sabrina@echomediapr.com

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