SVSU's Certified Financial Planner Certification Education Program
WINTER 2008 Course Schedule
1. PRINCIPLES OF FINANCIAL PLANNING (OCE – FP 300)
Instructor: David Butts
Location: SVSU Campus - Curtiss Hall
Days: Tuesday and Wednesday - 5 weeks
Class Dates: January 8-10, 15-16, 22-23, 29-30, & February 5-6, 2008
Time: 6 pm to 9:30 pm
Fee: $710
INCLUDES REQUIRED BOOKS-
Deadline for Registration: Two weeks prior to first class date.
Books are ordered online
Click here for easy online workshop registration for any of the above workshops
2. INCOME TAX PLANNING (OCE – FP 303)
Instructor: Robert Schmansky
Location: SVSU Campus - Curtiss Hall
Days: Saturday - 4 weeks
Class Dates: February 9, 16, 23, & March 1, 2008
Time: 8 am to 4 pm (1/2 hour lunch)
Fee: $710
INCLUDES REQUIRED BOOKS
Deadline for Registration: Two weeks prior to first class date.
Books are ordered onlineClick here for easy online workshop registration for any of the above workshops
3. ESTATE PLANNING (OCE – FP 305)
Location: SVSU Campus - Curtiss Hall
Days: Saturday - 4 weeks
Class Date: March 8, 15, 22, 29, 2008
Time: 8 am to 4:00 (1/2 hour lunch)
Fee: $710
INCLUDES REQUIRED BOOKS
Deadline for Registration: Two weeks prior to first class date.
Books are ordered online
Click here for easy online workshop registration for any of the above workshops.
4. INSURANCE PLANNING (OCE – FP 301)
Instructor: David Butts
Location: SVSU Campus - Curtiss Hall
Days: Tuesday and Wednesday - 5 weeks
Class Dates: April 1-2, 15-16, 22-23, 29-30, May 6-7, 2008
Time: 6 pm to 9:30 pm
Fee: $710
INCLUDES REQUIRED BOOKS
Deadline for Registration: Two weeks prior to first class date.
Books are ordered online
Click here for easy online workshop registration for any of the above workshops
5. INVESTMENT PLANNING (OCE – FP 302)
Instructor: Victor Aviles
Location: SVSU Campus - Curtiss Hall
Days: Saturday - 4 weeks
Class Dates: May 10, 17, 24, June 7, 2008
Time: 8am to 4 pm (1/2 hour lunch)
Fee: $710
INCLUDES REQUIRED BOOKS
Deadline for Registration: Two weeks prior to first class date.
Books are ordered online
Click here for easy online workshop registration for any of the above workshops
6. EMPLOYEE BENEFITS & RETIREMENT PLANNING (OCE – FP 304)
Instructor: Justin D. Ebel
Location: SVSU Campus - Curtiss Hall
Days: Saturday - 4 weeks
Class Dates: June 14, 21, 28, July 12, 2008
Time: 8 am to 4 pm (1/2 hour lunch)
Fee: $710
INCLUDES REQUIRED BOOKS
Deadline for Registration: Two weeks prior to first class date.
Books are ordered online
Click here for easy online workshop registration for any of the above workshops
SIGN UP FOR EXAM DATE: JULY 18 & 19, 2008
Click Here to Register
FOR MORE INFORMATION
Call (989) 964-4475 for more information about these and other workshops.
GENERAL INFORMATION
Class Sites: Maps will be provided to those who register no later than one week prior to the class.
About Our Class Materials: Each student will receive information in advance to order books online.
Registration Deadlines: Register no later than TWO week prior to the class you wish to attend so that you may order books in advance.
Registration Fees: The registration fee are listed after each class.
CEUs: Continuing education units can be obtained for completing any course in the program.
Cancellations: We reserve the right to cancel any class for which insufficient registration is indicated.
Refund Policy: Cancellations two weeks prior to the date of the class are subject to $50 cancellation fee per class plus cost of non-refundable book cost of $95 per book.
Individuals who are unable to attend and do not cancel at least two weeks prior to the start of the program will be charged the full program fee.
Individual registrants may be substituted for the same course at the next offering if arrangements are made within one week prior to the first class.
Inclement Weather Policy: Since all classes are held on the campus of SVSU, should the University cancel classes, our classes will also be cancelled. Call the Weather Information Line at (989) 964-4477 for information.
FOR MORE INFORMATION
For more information, please call the Office of Continuing Ed & Professional Development at (989) 964-4475.
CLICK HERE FOR:
SVSU CFP® Certification Education Program Course Description
SVSU CFP® Advisory Board
Visit CFP Board’s Web site at: WWW.CFP.net/Become for general financial information and for more detailed information on the process of becoming certified.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP(with flame logo) ® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Saginaw Valley State University does not certify individuals to use the CFP®, Certified Financial Planner™ and CFP (with flame logo) ®, certification marks. CFP certification is granted only by Certified Financial Planner Board of Standards Inc. to those persons who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience and examination requirements.