University of Wisconsin-River Falls

News Source

August 27, 2004


Financial Planner Class Offered at UW-RF

Space is still available for a course in financial planning held Thursday evenings from Sept. 9 to Dec. 9 at the St. Croix County Government Center in Hudson.

Offered by the University of Wisconsin-River Falls, the class is the first of five classes that will meet the education requirement for Certified Financial Planner Board of Standards Inc. CFP¨ certification. It focuses on the basics for successful financial planning, the legal, ethical and regulatory issues affecting financial planning, and the time value of money concepts.

The course will also cover insurance principles and risk management concepts that will help professionals in identifying their clientsÕ needs. This program is the only CFP Board-registered program offered in west central Wisconsin and close to the eastern suburbs of the Twin Cities. Besides preparing individuals for CFP¨ certification, the program provides practical training for anyone currently employed in a variety of financial services, legal or administrative professions. The courses may also meet continuing education requirements for a variety of professions.

The UW-River Falls Outreach Office offered a $50 scholarship toward the course. Raymond Buske, an insurance professional from New Auburn, Wis., was selected for the scholarship from among individuals who expressed early interest in taking the course.

The UW-River Falls Financial Planning Certificate Program is registered with CFP Board, which awards CFP¨, Certified Financial Plannerª and CFP (with flame logo) certification marks. Students who complete all the courses in the program will be eligible to sit for the national CFP¨ Certification Examination administered by CFP Board. Cost is $779; registration is available online using a credit card (Visa or Mastercard) at http://www.uwrf.edu/ogs/fp.

For more information, contact the UW-River Falls Outreach Office at 715/425-3256 or 800/228-5607, or email fp@uwrf.edu.

Editor's Note: Certified Financial Planner Board of Standards Inc owns the certification marks CFP ¨, Certified Financial Plannerª and CFP (with flame logo)¨, which is awarded 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 and 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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