Preparing for the CFP® Exam - Presentation and Panel
Meeting Description
Student Forum Meetings are intended for those students at UCSC-Extension who are enrolled in the Personal Financial Planning Program and for members of the Financial Planning Association (any chapter). These meetings are not open to the public.
**A Keir CFP® Exam Prep package will be raffled off at this meeting.**
The CFP® exam seems a mystery. You hear it is “hard". The PFP courses provide a foundation, but most students need more preparation before attempting it. And, most recently, the exam format changed from a 10-hour 2-day exam, to a 6-hour exam that is taken electronically. Are you looking for more on the exam details, how to prepare for it, experiences with the prep classes and words of advice?
In this session, Henrietta Nye will first present an overview of the exam and general expectations of review course providers. Then, we hear from three recent test takers on their experiences. This is an opportunity to learn from students who were in your shoes a few scant months ago. You will hear a candid assessment of the areas where they felt unprepared, feedback on the prep classes that they took, strategies they used and some hints for the exam day. The panelists will introduce themselves and speak about their exam experience prior to opening the session up for a general question and answer period. Come with your questions!!
Speaker Biography
Henrietta Nye, President, CFP®, CLU, ChFC, CPCU, CASL has been with Keir Educational Resources since 1983. She holds a bachelors degree from Syracuse University and a master’s degree from Purdue University. She oversees the marketing and production sides of the business. Henrietta has been a member and an officer of many local financial planning organizations. She is currently working on the Membership Committee of the Southwestern Ohio FPA. When not in the office, she enjoys paddling a canoe, playing golf and hiking.
Panelists Biographies
Renata Carico, CFP® graduated from University of Illinois, Champaign-Urbana with a B.S. degree in Metallurgy and Mining Engineering in 1986. She worked in the high tech and medical industries for more than 25 years before she began her career in the financial industry in 2012. She currently works at a well-known national brokerage firm as an Associate Financial Consultant. Renata holds Series 7, 66 and Insurance licenses. She earned her CFP® designation in May 2016.
Michael Rabaca, CPA recently completed the Personal Financial Planning certification program at UCSC Extension in October 2015. He passed the CFP exam in November 2015. He currently works as an Associate Advisor at Wade Financial Advisory. Before making his career change, Michael was a finance professional in the Biotech industry.
Stanley Tseng, CIAS is the owner of Nova Financial Services, Inc., a full service mortgage & real estate firm that was founded in 1990. With over 25 years’ experience in the field, Stanley has established himself as the leader in mortgage origination and also in new home purchase market. Stanley is a graduate of UCSC Extension’s Personal Financial Planning certification program in 2011. He passed the CFP exam in March 2014 after using Keir’s CFP exam prep program. Stanley received his Master’s degree in Engineering from U.C. Davis and currently holds a California real estate broker license. He is also certified as a Certified Investment Agent Specialist (CIAS). He uses various real estate investments to supplement clients’ investment portfolios.
Pricing and Registration
This is a free event. Registration is open through August 4th . If you must cancel, please contact Susan Adams at execdirector@fpasv.org.
Note the new address for UCSC Extension: 3175 Bowers Avenue, Santa Clara.
Student Forum Meetings are intended for those students at UCSC-Extension who are enrolled in the Personal Financial Planning Program.