Preparing for the CFP® Exam

Beyond the Personal Financial Planning Certificate Program

Learn how to prepare for the CFP® exam, a six-hour electronic test that sets you apart in the competitive field of financial planning. Hear the candid experience and best advice of four recent test takers. What prep courses helped? Where should you focus your preparation? Come with questions!

PRESENTERS

  • Dave Crook, engineer, recruiter, CFP®, UCSC Extension Personal Financial Planning certificate program graduate
  • Karla Rees, BS in Business Administration, CFP®, EA, Associate Advisor at Wade Financial Advisory Inc., UCSC Extension Personal Financial Planning certificate program graduate
  • Sridhar (Sri) Krishnan, BS, MBA, owner of Encover Personal Finance LLC, Registered Investment Advisor  
  • James Yi, CFP®, a business strategy and operations professional, UCSC Extension Personal Financial Planning certificate program graduate

This Student Forum event is cosponsored by the UCSC Silicon Valley Extension Personal Financial Planning Certificate Program and the Financial Planning Association of Silicon Valley

Free. Limited Seating. Please Register.

Interested in UC-approved evening, weekend or online courses in Accounting, Personal Financial Planning, or other Business courses? Classes start weekly.

Friday, October 25 at 12:00pm to 1:30pm

Silicon Valley Campus
3175 Bowers Avenue, Santa Clara, CA 95054

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