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REGENTS OF THE UNIVERSITY OF CALIFORNIA, THE (5)
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REGENTS OF THE UNIVERSITY OF CALIFORNIA, THE (5)
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Last modified
7/15/2024 11:05:59 AM
Creation date
8/21/2023 12:29:11 PM
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Contracts
Company Name
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA
Contract #
A-2023-069-24
Agency
Community Development
Council Approval Date
5/2/2023
Expiration Date
6/30/2027
Insurance Exp Date
7/1/2025
Destruction Year
2032
Notes
For insurance expiration date see the notice of compliance
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EXHIBIT B <br />COMPETENCIES <br />Title of Training: Personal Financial Planning <br />Training Provider Name: UCI Division of Continuing Education <br />Training Length: 160 Hours <br />Weeks <br />*Listed below are skills, knowledge, and abilities a student will have obtained <br />upon completion of training; completion of training is based on the overall <br />Completion of Coursework. (Completion of coursework: overall score of at least 73%.) <br />*Student will be able to: <br />Competency Measurement Minimum Score <br />1 Obtain knowledge and skills that will enable you to offer Coursework 73% <br />sound financial advice and quality client service <br />2 Gain knowledge in planning insurance, investment, income Coursework 73% <br />tax, retirement, and estate <br />3. Acquire the job knowledge requirements to sit for the CFP® Coursework 73% <br />Board's CFP® Certification Examination <br />4. <br />5. <br />6, <br />7. <br />8. <br />9. <br />10. <br />11. <br />12. <br />13. <br />14. <br />Revised October I, 2016 <br />r <br />
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