Unfce cfp information session

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Published on March 16, 2014

Author: unfce

Source: slideshare.net

UNF Division of Continuing Education Certified Financial Planner Program Information Session March 4,2014

Agenda Opening Remarks Lori Frederick, CFP Program Director, UNF Division of Continuing Education Instructor Introductions Ryan Newton, CFP; Ron Heymann, CFP Future Needs of CFPs Program Overview Roadmap to Certification CFP Course Descriptions Funding & Financing Q & A 2

Future Need of CFPs 3 • For people who are good with numbers and people, financial planning can be a rewarding career path. • These professionals are part of one of the fastest-growing occupations in the financial sector. • Employment demand is expected to grow by 32 percent from 2010 to 2020, according to the U.S. Bureau of Labor Statistics. • Baby boomers nearing retirement age are driving much of the demand for personal financial advisers. • Earning the CFP® designation can open the door to better opportunities, more clients and more money.

Program Overview 4 • Areas covered – General Principles – Insurance Planning – Investment Planning – Income Tax Planning – Retirement Planning – Estate Planning – Capstone

Roadmap to Certification • Meet the CFP® Board education requirements through attending a board-registered CFP program • Pass the CFP® Exam • Meet the Experience Requirement • Satisfy the Fitness Standards • Receive Authorization to Use the CFP® designation. 5

Funding and Financing • Money – Who has it? – How do I get it? • Scholarships – Any available? • Other sources • Discounts 6

Contact Info For more information, please contact us Email: unfce@unf.edu or Call: 904-620-4200 7

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