CFP Board-Registered Program
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
Click here to go to the online access login screen.
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.
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.
We are currently working on a schedule for this course. Please fill out the form below to to get more information and/or schedule updates.
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