Personal Financial Planning Certificate Program Information Session

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If you’re considering a career in financial planning or just want to improve your own personal investment skills, you won’t want to miss this free information session for UC Davis Extension’s CFP^® Board-Registered Personal Financial Planning Certificate Program.

Please plan to attend and meet with our staff, faculty and industry leaders to discuss and learn about CFP^® educational requirements; certificate program content, course sequence and focus; career trends; and answers to frequently asked questions. This program is registered with the Certified Financial Planner Board of Standards, Inc.

Certified Financial Planner Board of Standards, Inc. owns the trademarks CFP^®, CERTIFIED FINANCIAL PLANNER™ and ^® certification marks in the U.S., which it awards to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

Program director: Jeffrey Lambert, CFP^®, is a financial planner with Principle Wealth Management of Folsom. He has more than 20 years of investment and financial industry experience, and has been the program director for UC Davis Extension's Personal Financial Planning Certificate Program since 1996.  His background includes financial planning, portfolio management, education, securities wholesaling, real estate investment, venture capital and consulting to financial services companies. He has won many awards, including Sacramento Certified Financial Planner of the Year.