The document summarizes an information session for the Certified Financial Planner program at UNF Division of Continuing Education. The session outlines that financial planning is a growing and rewarding career, and that the CFP program covers general principles, insurance, investments, taxes, retirement, and estate planning. It also provides an overview that students must meet education and exam requirements, have work experience, and satisfy ethics standards to receive CFP certification. The session concludes by providing contact information for those interested in scholarships, discounts, or learning more.

1. UNF Division of Continuing Education
Certified Financial Planner Program
Information Session
March 4,2014

2. Agenda
Opening Remarks
Lori Frederick, CFP Program Director, UNF Division of Continuing Education
Instructor Introductions
Ryan Newton, CFP; Ron Heymann, CFP
Future Needs of CFPs
Program Overview
Roadmap to Certification
CFP Course Descriptions
Funding & Financing
Q & A
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3. Future Need of CFPs
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• For people who are good with numbers and people, financial
planning can be a rewarding career path.
• These professionals are part of one of the fastest-growing
occupations in the financial sector.
• Employment demand is expected to grow by 32 percent from
2010 to 2020, according to the U.S. Bureau of Labor Statistics.
• Baby boomers nearing retirement age are driving much of the
demand for personal financial advisers.
• Earning the CFP® designation can open the door to better
opportunities, more clients and more money.

4. Program Overview
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• Areas covered
– General Principles
– Insurance Planning
– Investment Planning
– Income Tax Planning
– Retirement Planning
– Estate Planning
– Capstone

5. Roadmap to Certification
• Meet the CFP® Board education requirements
through attending a board-registered CFP program
• Pass the CFP® Exam
• Meet the Experience Requirement
• Satisfy the Fitness Standards
• Receive Authorization to Use the CFP® designation.
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6. Funding and Financing
• Money
– Who has it?
– How do I get it?
• Scholarships
– Any available?
• Other sources
• Discounts
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7. Contact Info
For more information, please contact us:
Online: www.unf.edu/ce
Email: unfce@unf.edu
Call: 904-620-4200
Or on Social Media at Username UNFCE
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