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This rate of increase is much faster than the average for all occupations.The reason is simple: millions of workers are expected to retire in the next 10 years.So well-trained advisers will be in increasing demand to assist them dealing with their financial needs.Entering the profession as a CERTIFIED FINANCIAL PLANNER™ provides a substantial leg up, because it is the gold-standard credential more clients look for.However, earning this designation requires extensive knowledge and training.In the South Bay, the leading program to get you there is the Personal Financial Planning (PFP) Certificate Program at UCSC Silicon Valley Extension.
We are the South Bay's only CFP Board-authorized provider offering classroom instruction.Our Personal Financial Planning Program offers comprehensive grounding in everything you must study to fulfill the CERTIFIED FINANCIAL PLANNER® Board of Standards’ education requirements.Our courses cover all the essential topics required for the CFP Board examination, including investments, risk management, employment benefits, retirement planning, income tax and estate planning.Instructors in the PFP program at UCSC Silicon Valley Extension are either leading CFP® practitioners or subject matter specialists in law, insurance or financial planning mathematics. The two prerequisite courses ("Mathematics for Financial Planning" and "PFP, Survey") must be completed prior to enrolling in the remaining courses.Most have decades of experience practicing locally and are familiar with the specific needs of Silicon Valley clientèle. The final course for all candidates is the "Personal Financial Planning, Practicum." --B or better in "Mathematics for Financial Planning," "PFP Survey" and "PFP Practicum"--C or better in all other courses.So, the teaching team brings unique expertise and depth of knowledge into the classroom, ensuring you receive the latest information and insight into real-world skills and practices. Timeline: Complete minimum units/courses within 3 years.