University of Wisconsin-River Falls

News Source

July 16, 2004

Financial Planning Class Offered

Distinguish yourself in the field of financial planning and advising by becoming a Certified Financial Plannerª professional.

This fall, the University of Wisconsin-River Falls will offer the first of five classes that meet the education requirement for Certified Financial Planner Board of Standards Inc. CFP¨ certification. The class, Financial Planning Process and Insurance, will meet Thursday evenings from Sept. 9 to Dec. 9 at the St. Croix County Government Center in Hudson, one mile north of Interstate Hwy. 94.

The class focuses on the basics for successful financial planning, the time value of money concepts, and the legal, ethical and regulatory issues affecting financial planning. The course will also cover insurance principles and risk management concepts that will help professionals in identifying their clientsÕ needs. The UW-River Falls Financial Planning Certificate Program is registered with CFP Board, which awards the CFP¨, Certified Financial Planner ª and CFP (with flame logo) certification marks.

Students who complete all courses in the program are eligible to take the national CFP¨ Certification Examination administered by CFP Board. With class location conveniently close to the eastern suburbs of the Twin Cities, this program is the only CFP Board-registered program offered in west central Wisconsin. In addition to preparing individuals for CFP¨ certification, the program provides practical training for anyone employed in financial services, legal or administrative professions. The courses may also meet continuing education requirements for a variety of professions.

Individuals can register for the class online at Cost is $779; Visa or MasterCard is accepted. For more information or assistance with registration, contact the UW-River Falls Office of Outreach and Graduate Studies at 715-425-3256 or 800-228-5607, or e-mail to

Editor's Note: Certified Financial Planner Board of Standards Inc. owns the certification marks CFP ¨, Certified Financial Plannerª and the CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements. The University of Wisconsin-River Falls does not certify individuals to use the CFP ¨, Certified Financial Plannerª or the CFP (with flame logo) marks. CFP certification is granted solely by Certified Financial Planner Board of Standards Inc. to individuals who, in addition to completing the educational requirement such as this CFP Board-registered program, have met ethics, experience and examination requirements.


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