CFP® Certification Professional Education Program

Description

CFP BOARD
CFP Board-Registered Program

Dalton Education partner
In partnership with UCF Continuing Education, Dalton Education offers quality educational materials to financial professionals to assist in their journey to become a CFP® professional.

UCF's CFP® Certification Professional Education Program meets the educational 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.

UCF is partnering with Dalton Education to offer students a valuable, new way to complete their CERTIFIED FINANCIAL PLANNER™ education prior to passing the CFP® exam. UCF's CFP model provides students with all-inclusive, CFP Board-registered and approved program that will fulfill the coursework requirement and help participants prepare to be successful on the CFP® exam.

Individuals who successfully complete our program will fulfill the CFP Board contact hour minimum education requirement and become eligible to sit for the CFP® Certification Exam.

Our Courses:

  • Fundamentals & Insurance (FP100/FP200)
  • Investment Planning (FP300)
  • Income Tax Planning (FP400)
  • Retirement Planning (FP500)
  • Estate Planning (FP600)
  • Capstone (FP700)

Who Should Attend?

  • Financial Planners
  • Insurance Agents
  • Employee Benefits Specialists
  • Investment Advisors and Brokers
  • Accountants
  • Bankers
  • Trust Officers
  • Anyone considering a career in financial planning

Benefits:

  • 9 Month Program
  • Instructor-Led, Live Classes
  • Flexible education schedule with classes meeting Fridays, 5:30 pm - 9:30 pm, and Saturdays, 8 am - 5 pm, for four consecutive weekends per course
  • Capstone Course reviews case studies and uses financial planning software to give you real-world examples in preparation for putting together a client financial plan
  • Program is approved for Insurance Continuing Education credit for eligible students
  • Tuition includes:
    - Textbooks for each course and spiral bound copies of student slides
    - Online access to recorded pre-study lectures, pre and post-course assessments to test progress before and after each course
    - Online quizzes, midterms, and finals automatically scored.
  • For participants interested in bundling the program registration with the review session, they will be able to participate in a LIVE CFP review program to be held in Orlando, FL. A discount bundle fee was created to maximize savings for those registering for both programs. Review course will meet in person for 4 days, Wednesday - Saturday, Dates and Times TBD

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 CFP Board's initial and ongoing certification requirements.


Curriculum

Fundamentals/Insurance Planning (FP100/FP200)
36 Contact Hours
This fundamentals course is designed to introduce students to the financial planning process. The course focuses on the general principles required to become a successful financial planner which include the ethics of the profession as well as the knowledge and skills required to prepare a financial plan. This insurance course is designed to acquaint students with the principles of risk management and various types of insurance including casualty, fire, health, life, auto, home, disability. The principles taught prepare students to identify a client's risk exposure and select appropriate risk management techniques.

Investment Planning (FP300)
36 Contact Hours
This course introduces the wide variety of investment vehicles that may be included in a client's portfolio. Topics include client assessment, tax considerations, economic factors, valuation methods, asset allocation techniques, portfolio performance evaluation and more.

Tax Planning (FP400)
36 Contact Hours
This course emphasizes the fundamentals of individual income taxation, the tax implications of various types of businesses, tax-advantaged investments, employee compensation issues and planning, alternative minimum tax, tax traps and more.

Retirement Planning (FP500)
36 Contact Hours
This course provides a complete overview of retirement planning including retirement savings need analysis, qualified retirement plan design, Social Security, Medicare and more. In addition, group life, health and disability insurance; non-qualified deferred compensation; and other commonly provided employee benefits are examined.

Estate Planning (FP600)
36 Contact Hours
This course covers planning and managing federal estate and gift tax planning and opportunities. The perspectives of a variety of parties are considered including heirs, fiduciaries, estates, trusts, beneficiaries, donors and donees. Topics include asset valuation, estate tax deductions, exemptions and credits. Significant time is given to the transfer of amount at death and the dispositive tools available to clients.

Capstone (FP700)
36 Contact Hours
This course builds upon the material in courses FP100 through FP600. Emphasis is on the applications of financial planning concepts in an integrated planning environment. This "capstone-like" course utilizes case studies and mini-cases to tie together the various disciplines studied in the individual prior courses into a comprehensive financial planning process.


Instructor

Rey Belyeau

Rey Belyeu, MBA, CFP®

Rey has worked in the financial services industry since 1982 and holds the FINRA Series 6, 7, 66, and 63 licenses as well as insurance and real estate licenses. He has been a CERTIFIED FINANCIAL PLANNER™ since 1999. He is president of Cornerstone Financial Advisors, LLC focusing on comprehensive financial consulting.  Previously he directed Private Banking services for a large regional bank in the greater Orlando area of Florida.

Rey currently teaches all the CFP® education courses and the comprehensive Financial Planning Review course and has done so for over 18 years. He has a BS in Business Administration with a major in finance from the University of Florida and an MBA from the University of Central Florida. Rey resides in the Greater Orlando area.

Colby Winslow

Colby Winslow, CFP®

Colby serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning.

Colby brings to his clients more than 12 years of experience in the financial services industry. Prior to joining Creative Planning, he worked for an independent investment advisory firm as a Senior Wealth Planner. Colby has spent his entire career in the financial services industry and has developed an in­ depth knowledge of serving clients with comprehensive wealth management.

Colby earned a Bachelor of Science degree in  Finance from  the  University  of Central  Florida  where he graduated with honors. Colby is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards and an Enrolled Agent, the highest credential awarded by the Internal Revenue Service. Colby and his wife Brittany have two children - Savannah and Austin. In his spare time, Colby enjoys golfing, fishing, watersports, and spending time with his family.

David Bilka

David Bilka, CFP®, M.Ed.

David Bilka is president of DB Wealth Management, an independent financial planning practice, providing financial services and advice to individuals and small businesses for over 10 years.  His professional roots are as an educator teaching in the International Baccalaureate and Advanced Placement Programs and as a professional trainer of teachers. 

David earned distinction as a National Board-Certified Teacher, a Fulbright-Hayes scholar in China and a Drey scholar at Oxford University in Great Britain.  A native of Ohio, he has lived in the Central Florida area for 20 years and has been an active volunteer at his children’s schools and the larger community.  David received his Bachelor of Arts in 1993 and M.Ed. in 1997 from the University of Toledo.  Additionally, he is a 2007 graduate of UCF’s Certified Financial Planner™ Professional Education Program.


Requirements

Requirements for UCF's CFP® Certification Professional Education Program

There are no formal admission requirements to register for the UCF's CFP® Certification Professional Education Program, but students should have acquired knowledge in accounting, financial calculator protocol, finance, and economics, through extensive education and professional work experience.

Requirements for CFP® Certification

The CFP® certification process, administered by CFP Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.

Visit the CFP Board website for detailed information on requirements needed for CFP® Certification.


Schedule & Tuition

Download the 2019 schedule (PDF)

In order to register for the CFP Certification Professional Education Program all participants must submit a CFP Registration Form (PDF).

Attendance Policy
Regular and punctual attendance is an important aspect of success in the UCF CFP® Certification Professional Education Program. This is an accelerated program that requires full attendance for every class. In the event there is a need for a pre-arranged absence from class, you must notify UCF and the instructor with as much prior notice as possible. In the event you are sick and cannot attend, it is your responsibility to notify UCF and the instructor prior to the start of class.

Fees
The following are UCF's CFP® Certification Professional Education Program fee options for course registration:

  • Program Tuition: $5,995
    Includes printed textbooks and spiral bound copies of student slides for each course, online access to recorded pre-study lectures, pre and post-course assessments to test progress before and after each course, online quizzes, midterms and finals automatically scored, and financial planning software. Tuition must be paid in full at the time of registration.

  • UCF Alumni/FPA Member* Tuition ($500 savings): $5,495

  • Program Tuition with Review ($200 savings): $6,990
    Includes printed textbooks and spiral bound copies of student slides for each course, online access to recorded pre-study lectures, pre and post-course assessments to test progress before and after each course, online quizzes, midterms and finals automatically scored, and financial planning software. This also includes a LIVE CFP review program to be held in Orlando, FL (see Review Course Fee Only for more details). The review course will meet in person for 4 days, Wednesday - Saturday, Dates and Times TBD. Tuition must be paid in full at the time of registration.

  • UCF Alumni/FPA Member* Tuition with Review ($700 savings): $6,490

  • Review Only Tuition: $1,295
    The CFP® Live Review Course will meet in person for 4 days, Wednesday - Saturday, the Dates and Times are TBD. Tuition must be paid in full at the time of registration. While the review course is only four days in length, participants will have access 2-3 months in advance of the live review course to view a "kickoff" session to orient students and explain the live review process. Then, students can begin studying materials, watching archived lectures, and using the review test bank. Students will have access to the virtual office hours on the dates provided prior to the actual 4-day review course so you will be fully prepared as you go through the material. After the 4 sessions have completed students will have access to post-review online office hours as you go through the final pieces of the review study process before the exam. In addition to the review course itself, the review cost for your package includes access to the online materials (test bank, archived lectures), study book materials (The pre-study booklets consist of study notes, practice questions, review questions, released exam questions and exam tips. During the review students will receive an exam-focused handout book that guides you through the review and includes the perfect summary of what may be on the CFP® exam. For those that take our live review course, our pass rate fluctuates by exam cycle, but is on average at 70-80%, or 20-25% higher than the national average.

FPA of Central Florida Logo
*For more information on becoming a Financial Planning Association member, please visit https://membership.onefpa.org/


Frequently Asked Questions

To enroll, participants need to enroll online and must submit a CFP registration form. If you are electing to also enroll in the payment plan you must submit the CFP registration form and payment plan form. For more information and to download the CFP registration form and appropriate payment plan form, please visit the "Schedule & Tuition" section.
Please register online for an individual course and submit a CFP registration form. To download the CFP registration form, please visit the "Schedule & Tuition" section.
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.
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 CFP® Certification Professional Education Program will qualify for financial assistance. This program, however, does qualify for unemployment grants from CareerSource Brevard, CareerSource Central Florida, and GI Bills or Post 9/11 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.
Regular and punctual attendance is an important aspect to the success in the UCF CFP Certification Professional Education Program. This is an accelerated program that requires full attendance for every class. In the event there is a need for a pre-arranged absence from class, you must notify UCF and the instructor with as much prior notice as possible. In the event you are sick and cannot attend, it is your responsibility to notify UCF and the instructor prior to the start of class.
All refund requests will be required to follow the UCF Continuing Education refund policy.
Currently, our CFP® Certification Education Program is not offered online. However participants will have access to online curriculum content. 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, your course textbook and workbook materials will be provided by the first night of class. 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. Investment Planning (FP300) course textbooks and workbook materials will be given to you at the last session of Fundamentals & Insurance (FP100/FP200).
Students need to purchase a calculator by the first session. Our instructors recommend purchasing one of the following calculators: HP10BII or HP12C.
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.
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.

The CFP program prepared me extremely well to take and pass the CFP exam. The class times were compatible with my work schedule and the time in classes was always used efficiently.