UW-Green Bay offers a Certified Financial Planner preparation course

FOR IMMEDIATE RELEASE: February 16, 2024

Registration is now open for the June 2024 – February 2025 session

Green Bay, WI — UW-Green Bay is now offering a Certified Financial Planner Exam preparation course that will enable eligible practicing financial planners, investment and portfolio managers, wealth management or retirement advisors, financial analysts and new graduates of a CFP® Board Registered Program to gain better retention of the necessary financial planner principles by following a tested, disciplined and experienced approach.

The course will expedite the preparation time frame in order for candidates to successfully complete the exam on the first try. At the same time, candidates will learn with a dedicated group and continue to build their practice.

Classes are held at Willie D. Davis Finance and Investment Lab at UW-Green Bay during two series:

Series 1 – June 2024-February 2025

Series 2 – November 2024-June 2025

Classes are offered for four consecutive days once every 5-7 weeks. This time frame provides students with ample time to read all the materials prior to coming to class. Classes will be held from Thursday through Saturday from 8:30 a.m.–5 p.m. and on Sunday from 8:30 a.m.-2 p.m. to minimize time away from the office. Topics will encompass:

• Personal Financial Planning & Insurance Planning
• Investment Planning
• Income Tax Planning
• Retirement Planning
• Estate Planning
• Capstone: Financial Plan
• CFP Review

Each series delivers a systematized preparation course that trains financial advisors on how to review their clients’ entire financial picture to identify critical issues, evaluate financial exposures, and provide quality recommendations to help clients achieve their objectives.

UW-Green Bay offers a minor in financial planning, which prepares students for a successful career helping people achieve their life goals through financial planning. And, as a CFP Board Registered Program, the university provides the educational requirements needed to sit for the CFP® Certification Examination.

Candidates for CFP® certification must pass the rigorous CFP® exam, which tests their ability to apply financial planning knowledge to real-life situations. This comprehensive exam ensures that candidates are highly qualified to develop a holistic plan for their clients’ finances.

The CFP® exam is offered three times per year: March, July and November.Test topics include the financial planning process and principles, tax planning, income and retirement planning, estate planning, risk management and insurance, among other important topics. All facets of the exam are guided by CFP® professionals, including determination of content coverage, scoring and passing criteria.

To learn more about the Preparation Course for the Certified Financial Planner Exam, visit the website or contact Chris Ledvina, Business Development Specialist, at 920-465-2164 or ledvinch@uwgb.edu.

The Preparation Course for the Certified Financial Planner Exam is sponsored by the Division of Continuing Education and Workforce Training, dedicated to upskilling, reskilling and new skilling.

About UW-Green Bay
The University of Wisconsin-Green Bay is a school of resilient problem solvers who dare to reach higher with the power of education that ignites growth and answers the biggest challenges. Serving 10,300 undergraduate, graduate, and doctoral students as well as 67,500 continuing education learners annually, UW-Green Bay offers 200 academic degrees, programs, and certificates. With four campus locations in Northeast Wisconsin, the University’s access mission welcomes all students who want to learn, from every corner of the world. Championing bold thinking since opening its doors in 1965, it is a university on the rise — Wisconsin’s fastest growing UW. For more information, visit www.uwgb.edu.

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