NOTE: The UH Certified Financial Planner Certification Education Program will be discontinued after June 2008. We will not accept new students into the certification program after September 2007. Currently enrolled students may complete the program by taking their remaining required courses from the remaining schedule (link to online coruse catalog below). We will also accept new enrollments of students who wish to take the CFP courses for their own enrichment.

Calendar All core classes meet one evening per week, 6:15–9:15 p.m., for 10 weeks. The Calculator Workshop meets one Saturday, 9 a.m.–4 p.m. Register at least one week before the start of class to receive a $50 Early Registration discount. Click on the name of any course to read a description. Click on the names of the instructors to read information about them. Course Instructor Fall 2007 Winter 2008 Spring 2008 Personal Tax Planning and Management Sharon Stodghill, CPA Sept. 10– Nov. 12, 2007 Monday Personal Risk Management and Insurance Stanley Horn, CFP™ Sept. 11– Nov. 13, 2007 Tuesday Investment Concepts and Applications Arv Vilutis, PhD, CFP™, ChFC, CLU Jan. 15– March 18, 2008 Tuesday Estate Planning and Wealth Transfers Jeff Kaplan, JD, CFP™ Jan. 14– March 24, 2008* Monday Employee Benefits and Retirement Planning for Individuals Bruce Wise, CFP™, MCRS April 14– June 23, 2008** Monday The Financial Planning Process and Case Analysis Bill Christian, JD, CFP™ April 15– June 17, 2008 Tuesday Financial Calculator Workshop and Time Value of Money Arv Vilutis, PhD, CFP™, ChFC, CLU Jan. 26, 2008 Saturday * No class January 21 ** No class May 26

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