Dave Wilde

Review of UCSC Extension in Silicon Vall...

I recently completed the curriculum for the CFP (C...

I recently completed the curriculum for the CFP (Certified Financial Planner) certification. I had decided to go with the UCSC Extension program for several reasons, including the opportunities for in class discussions, getting to know others pursuing similar interests, and the discipline and accountability that comes with an in-class experience.

I found the program to be an excellent learning experience from beginning to end. I had the opportunity to learn from and get to know many fantastic instructors, and to become acquainted with and to collaborate with a very diverse and interesting group of other aspiring CFP students. The classroom discussions were thought-provoking and interesting, and the 8 classes went by very quickly. An added bonus has been the many great opportunities to hear from CFP professionals in the Bay Area through the CFP Student Forum program.

I am very happy that I chose the UCSC program. I highly recommend it to others who are considering a CFP career, and to those who would simply like to learn more about personal financial planning.