This badge was issued to Linda Genthe on 13 Sep 2016.

Personal Financial Planning Certificate Program

Personal Financial Planning Certificate Program

Issued by University of California, Irvine

The earner of this badge has completed a program of study registered with the Certified Financial Planner Board of Standards, Inc. focused on financial planning. The earner has an understanding of financial analysis, investment planning, retirement planning, insurance planning, income tax planning and estate planning. The earner has acquired the job knowledge requirements to sit for the CFP® Board’s CFP® Certification Examination.

Skills

  • Personal Financial Planning Certificate Program

Earning Criteria

  • Complete a total of 31.5 units / 315 hours of instruction with a grade of “C” or above in all courses or reasonable equivalents thereof.
  • Complete all required courses: •  Principles of Financial Analysis •  Survey of Personal Financial Planning •  Insurance Planning •  Investment Planning •  Income Tax Planning •  Retirement Planning •  Estate Planning •  Personal Financial Planning Practicum