Published on March 16, 2014
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: firstname.lastname@example.org or Call: 904-620-4200 7
UNF CERTIFIED FINANCIAL PLANNER™ Information Session. R.S.V.P - FREE Information Sessions ... (CFP Board) to provide the certified financial planning ...
CFP ® Information Session. Thursday, April 25. 6-7 p.m. CPCC’s Harris Campus (Airport) For additional information or to reserve your seat, call 704.330 ...
CERTIFIED FINANCIAL PLANNER Information Session ... (CFP Board) to provide the ... Attend our free information briefing to meet our CFP® instructors and ...
JOIN US FOR A FREE INFORMATION SESSION. Come find out how the University of South Florida and Kaplan Financial Education can help you advance your ...
Information Session / Information ... CFP CM, CERTIFIED FINANCIAL ... The Institute of Financial Planners of Hong Kong is the marks licensing authority for ...
CFP Board sets and enforces standards for CERTIFIED FINANCIAL PLANNER™ certification, which it has granted to more than 72,000 professionals in the US
Information Session to answer questions you may have about the CERTIFIED ... E-mail: email@example.com Website: www.unf.edu/ce/CFP. Created Date:
View the CPFP on-demand information session. ... IN THE UNITED STATES AND IS AWARDED TO INDIVIDUALS WHO SUCCESSFULLY COMPLETE CFP BOARD’S INITIAL AND ...
Request Information; ... 620-4200 or e-mail them at firstname.lastname@example.org. ... CERTIFIED FINANCIAL PLANNER Information Session: CFP: General Principles: