Personal Financial Planning Certificate

Completion Requirements
To earn this certificate, participants must successfully complete (grade C or better) the eight required courses for a total of 25 units.

The typical time to complete this certificate is nine months to one year.

Information in this matrix is subject to change. Classes in this program are scheduled year-round with varying start dates; please see schedule of classes.

This program helps prepare students to sit for the CFP® Certification Examination.

UCR Extension does not certify individuals to use the CFP®, Certified Financial Planner™, and certification marks. CFP certification is granted only by Certified Financial Planner Board of Standards Inc. to those persons who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience and examination requirements.