CFP Board-Registered Program Developed by UCF Continuing Education in partnership with Zahn Associates, Inc.
UCF's CERTIFIED FINANCIAL PLANNER™ Certification Education Program meets the needs of professionals who plan, assess, and evaluate a client's financial future through the development of a comprehensive financial plan. Our program's courses are taught by financial service professionals who provide current information in a variety of financial planning areas.
Individuals who successfully complete our program will fulfill the CFP Board 270 contact hour minimum education requirement and become eligible to sit for the CFP® Certification Exam.
- General Principles (FP100)
- Insurance Planning (FP200)
- Investment Planning (FP300)
- Income Tax Planning (FP400)
- Retirement Planning (FP500)
- Estate Planning (FP600)
- Capstone (FP700)
- Program is approved for Insurance Continuing Education for eligible
- Courses offered in a convenient weekend format for the working
- Program fees include textbook and workbook materials
UCF ALUMNI AND FPA BENEFITS
UCF Alumni and Financial Planning Association (FPA) Members receive a $50 discount for each course. When UCF alumni or FPA members register for the entire series, they will receive an additional $300 discount for the Capstone course. Click on the "Schedule & Fees" tab to view additional discounts and the payment schedule agreement options.
Visit www.fpafla.com to learn more on how to become a FPA member
Tim Hummel, CFP®
A native of Central Florida, Tim obtained his Bachelor of Science in Marketing from the University of Central Florida. He passed the CFP® Certification Examination in November 2005 and currently holds series 7, 24, and 66 security and investment licenses as well as his 2-15 insurance license for the State of Florida. Tim is also licensed for securities and insurance in various states across the country.
Prior to joining SFM, Tim owned and operated a financial planning firm for over 10 years with divisions concentrating in financial planning, group benefits, individual insurance, and investments. Tim currently instructs the CERTIFIED FINANCIAL PLANNER™ Certification Education Program at the University of Central Florida and at various locations across the country through Tallahassee Community College. In addition, he travels the country teaching continuing education courses and has presented to the following groups: Ameriprise Financial, Charles Schwab, and local Financial Planning Association chapters.
Zahn Associates, Inc
In partnership with UCF Continuing Education, Zahn Associates, Inc. offers quality educational materials to financial professionals to assist in their journey to become a CFP® professional.
There are no formal admission requirements to register for the UCF's CERTIFIED FINANCIAL PLANNER™ Certification Education Program but students should have acquired knowledge in accounting, financial calculator protocol, finance, and economics, through extensive education and professional work experience.
Candidates are required to have the following completed before obtaining the CFP® certification:
A bachelor's degree (or higher), or its equivalent,1 in any discipline, from an accredited college or university2 is required to attain CFP® certification. The bachelor's degree requirement is a condition of initial certification; it is not a requirement to be eligible to take the CFP® Certification Examination. After you pass the CFP® Certification Examination, you will be required to provide evidence (official transcript from the degree-granting institution) that you hold a qualified bachelor's degree or higher degree.
You have five years from the date you pass the CFP®® certification examination to satisfy the bachelor's degree and work experience requirements. If you have not reported to CFP Board your attainment of an acceptable bachelor's degree or higher within this time frame, your candidacy for CFP® certification may be terminated. A one-time, three year extension may be granted on a case-by-case basis.
COMPLETE THE EDUCATION REQUIREMENT
UCF's CERTIFIED FINANCIAL PLANNER™ Certification Education Program is a CFP Board-Registered Program. Our curriculum fulfills the CFP Board's 270 contact hour minimum education requirement. Individuals who complete our course will be eligible to sit for the CFP® Certification Exam.
MEET THE EXPERIENCE REQUIREMENT
3 Year Option
A total of three years full time qualifying experience, or the equivalent 6,000 hours, is required to satisfy the 3 year Experience Requirement.
Qualifying experience for CFP® Certification must satisfy a two-part requirement.
2 Year Apprenticeship Option
CFP Board's Experience requirement may be satisfied by completing two years full-time, or the equivalent 4,000 hours of Apprenticeship Experience.
Qualifying experience for the CFP® Certification must satisfy a three-part requirement.
More information on the Experience Requirement
Please visit the "Employment" tab for career opportunities available in our area.
CFP® professionals agree to adhere to the high standards of ethics and practice outline in CFP Board's Standards of Professional Conduct and to acknowledge CFP Board's right to enforce them through its Disciplinary Rules and Procedures.
When you have completed the education, examination, and experience components of the CFP® certification process, you will be directed to complete a CFP® Certification Application on which you will need to disclose information about your background, including your involvement in any criminal, civil, governmental, or self-regulatory agency proceeding by your employer or firm. CFP Board conducts a detailed background check for all candidates, including review of any disclosures made on the CFP® Certification Application. Matters that may or will bar you from obtaining certification are investigated in accordance with CFP Board's Disciplinary Rules and Procedures. Authorization to use the CFP® marks will not be approved until the background check and any investigations are concluded successfully.
More information on the Ethics Requirement
Once you have been authorized to use the CFP® marks, you must meet CFP Board's renewal standards to continue to use them. The renewal requirements include the following:
More information on Certification Renewal.
UCF does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™, CFP (with plague design) and CFP (with flame design) marks. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S., which it awards to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
Click here to go to the online access login screen.
Please register online for an individual course and submit a CFP Registration Form . To register online, please visit the "registration" tab. For more information and to download the CFP Registration Form, please visit the "Schedule & Fees" tab.
To enroll in the entire series, applicants must submit a CFP Registration Form and the appropriate Payment Schedule Agreement Form. For more information and to download the CFP Registration Form and appropriate Payment Schedule Agreement Form, please visit the "Schedule & Fees" tab.
We ask all students to register for our program at least one week prior to the course start date. By registering one week in advance, our office has enough time to ensure the student's textbook and course materials are delivered by the first class session.
For course descriptions, please visit the "Curriculum" tab.
This course is designed to provide a review of the previous six courses in the CERTIFIED FINANCIAL PLANNER™ Certification Education Program and to prepare students for the CFP® Certification Exam. For a full course description, please visit the "Curriculum" tab.
Currently, our CFP® Certification Education Program is not offered online. Our program is offered live with face-to-face instruction.
Each CFP® Certification Education course fee includes textbook and workbook materials.
After you have registered and paid for the General Principles of Financial Planning (FP100) course, your course textbook and workbook materials will be delivered to the address listed on your CFP Registration Form. Course textbooks and workbook materials for all other courses will be delivered to our office and distributed to you at the last session of your prior course (i.e. Insurance Planning (FP200) course textbooks and workbook materials will be given to you at the last session of General Principles of Financial Planning (FP100).
Students need to purchase a calculator by the first session. Our instructors recommend purchasing one of the following calculators: HP10BII or HP12C. Please click here for additional information and details about the calculators.
It is required that students attend ALL sessions in order to receive a grade for the course. If you are unable to attend a class (pre-arranged or sick), you must notify UCF Continuing Education and the instructor in order to arrange make-up assignments. Please see the "Schedule & Fees" tab for more information regarding the Attendance Policy.
Our courses are offered at the UCF Continuing Education office located near UCF's main campus in Orlando. The address is UCF Innovative Center, 3280 Progress Drive, Suite 700, Orlando, FL 32826. Click here for directions to our office.
This is a non-credit certification education program and most financial assistance providers will only provide funds for college credit courses. You will need to contact a financial aid provider to verify if the CERTIFIED FINANCIAL PLANNER™ Certification Education Program will qualify for financial assistance. This program, however, does qualify for unemployment grants from CareerSource Brevard, CareerSource Central Florida, and GI Bills for Veterans. You will need to contact the necessary provider to submit appropriate documentation to qualify. Please see the "Schedule and Fees" Tab for other payment options.
Currently, UCF's CFP® Certification Education Program and UCF's MBA program are independent. If in the future the programs become related, the information will be posted on our website and all those who have contacted us regarding this matter will receive the updated information.
UCF does not certify individuals to use the CFP® CERTIFIED FINANCIAL PLANNER™, CFP (with plague design) and CFP (with flame design) marks. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
All CFP® Certification Education courses are non-college credit and not transferable to UCF college credit for degree or certificate programs.
The CFP Board requires successful completion of all six courses and the Capstone course.
If the student has completed all program courses at UCF, UCF Continuing Education is responsible for submitting each student's completed information to the CFP Board. If the student has completed some coursework with another provider, UCF will only provide certificates for those courses completed at UCF. Students who have not completed the entire program with UCF will be required to submit all of their certificates directly to the CFP Board.
To register for the CFP Certification Exam, please visit www.cfp.net/become. Here you will find upcoming exam dates and step-by-step instructions for certification.
The CFP® exam is administered in more than 265 dedicated professional testing locations across the United States. Candidates select their test day (Tuesday-Saturday) and test site location from among Prometric's network of testing sites. Please click here for a list of locations nearest you.
All refund requests will be required to follow the UCF Continuing Education refund policy. For our complete refund policy, please visit www.ce.ucf.edu/registration.
UCF Continuing Education is partnering with the following companies to provide potential or current participants and graduates of UCF's CERTIFIED FINANCIAL PLANNER™ Certification Education Program with employment opportunities. This partnership will assist candidates who may not have met the three year requirement of qualifying full-time experience or the equivalent of 6,000 hours required by the CFP Board to sit for the CFP® Certification Examination. These companies are looking for experienced financial planners, recent graduates of UCF's CERTIFIED FINANCIAL PLANNER™ Certification Education Program or candidates looking to enter the financial planning field.
UCF Continuing Education cannot guarantee job placement since those decisions will be made by the employers based on work experience, credentials, resume and individual interviews.
Advisors Ahead is committed to the next generation of financial advisors and financial planners. Wealth management firms need entry-level financial advisors and the outlook for this professional career has never been brighter.
Advisors Ahead provides a path for sincerely interested candidates to entry-level financial advisor and financial planner positions through three types of ongoing programs: the Advisors Ahead Resident, Internship, and Preparatory Programs.
Click here for career opportunities
Robin Hannam | Director of Human Resources
Since 1935, Morgan Stanley has served as the preeminent financial advisor to companies, governments, and investors from around the world. The firm has continually broken new ground in advising clients on strategic transactions, in pioneering the global expansion of finance and capital markets, and in providing new opportunities for individual and institutional investors.
Click here for career opportunities
New Planner Recruiting specializes in placing students (undergraduate/graduate/ career changer) enrolled in CFP Board registered programs, candidates for CFP® certification, and CFP® practitioners in professional positions with less than five years of experience with financial planning businesses that fit their unique talents and skills. If you have 5+ years experience, please visit experiencedadvisors.com
Savanna J. Osburn | Recruiter, New Planner Recruiting
TIAA was founded in 1918, the company is widely recognized for its leadership in areas such as, lifetime financial security, retiree health care, corporate governance, socially responsible investing, and diversity and inclusion. TIAA is a Fortune 100 financial services organization, managing approximately $542 billion in assets on behalf of institutions and individuals throughout the non-profit world. The firm is a leader in helping those in the academic, medical, cultural, governmental and research fields plan for retirement and life's other goals. They serve 4.8 million individuals overall and 3.9 million clients in institutional retirement plans. Known for its historic financial stability and relentless focus on long-term investment performance, TIAA offers a full range of financial services including retirement plans, IRAs, mutual funds, brokerage services, life insurance, and college savings plans.
Click here for career opportunities
Bank of America-Merrill Lynch is the second largest bank holding company in the nation. Bank of America-Merrill Lynch offers global commercial and corporate banking and market solutions for businesses and organizations with revenue from $5 million up to $2 billion.
Practice Management Development (PMD) Associate positions available
Joelly Faber | Vice President, Corporate Recruiter
Southeast Market - US Wealth Advisory Recruiting
Fleishel Financial Associates Since 1990, Fleishel Financial Associates has provided Clarity and Confidence for Life(SM) with comprehensive wealth management strategies. Fleishel Financial Associates offer a professional, creative and constant learning work environment as they assist their clients in simplifying and organizing their overall financial matters and work to achieve their financial goals. Securities offered through Raymond James Financial Services, Inc (member FINRA/SIPC)
Nelson Investment Planning Services, Inc. is a local financial planning firm based in Winter Park. We are one of the largest independent firms in Central Florida managing individual assets in excess of $500 million. All firm decisions, investment selections and brokerage functions occur on-site through Nelson Ivest Brokerage Services, Inc., a member of FINRA, SIPC and MSRB. Employees have the opportunity to work directly with clients to provide personalized retirement plans. The firm also hosts Central Florida's longest running radio show. "Dollars and Sense" is heard live every Sunday from 9AM to 10AM on WFLA 102.5FM/540AM.
Financial Planner Position
Joel J. Garris | President & CEO
Northwestern Mutual Life Insurance Company (Northwestern Mutual) is named the "World's Most Admired" life insurance company in 2012 according to FORTUNE® magazine. Northwestern Mutual has helped clients achieve financial security for more than 150 years. The company focuses solely and directly on its clients and seeks to deliver consistent and dependable value to them over time. Northwestern Mutual and its subsidiaries offer a holistic approach to financial security solutions including: life insurance, long-term care insurance, disability insurance, annuities, investment products, and advisory products and services.
Financial Representative Intern Role Description
The Financial Advisor/Financial Representative Opportunity
Stephanie Sparks | Director of Training and Development
VALIC is an insurance corporation that specializes in tax-qualified retirement plans, supplemental tax-deferred and after-tax investments. More than two million individuals trust VALIC to help them plan for and enjoy a secure retirement. VALIC is a leading provider of retirement plans for public K-12, higher education, healthcare, government and other not-for-profit institutions and we earn competitive ratings from leading independent industry analysts.
VALIC Internship Program Overview
VALIC Financial Advisor Careers
Victoria Brennan | Talent Acquisition - Tampa
The CFP Board Career Center serves as a valuable tool to link current students and graduates of UCF's CERTIFIED FINANCIAL PLANNER™ Certification Education Program to a broad selection of jobs and internships in financial planning all across the country. The CFP Board Career Center is also a dynamic clearinghouse offering vital career, professional development and industry information to those pursuing or considering a career in financial planning.
Please see our "Schedule & Fees" tab for the appropriate forms to enroll and to take advantage of our discounts.
Please select the class section below and click on "Register Online" to enroll in the class.
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