Upcoming Classes with Fees & Costs
UFG Institute for Professional Education
UFG Institute for Professional Education
Upcoming Classes, Seminars & Workshops
Class Schedules, Fees, Costs, Locations & Instructors are all subject to change without notice.
Locales, Room Numbers & Classes:
Chicago, IL - Thompson Education Ctr., Randolph & LaSalle- #8033
Classes - 1 ,8, 13, 14, 15, 19 & 20
Milwaukee, WI - Marquette U. 1212 W Wisconsin Ave. - Room #103
Classes - 2, 4. 6, 9 & 11
Naperville, IL - North Central College - 325 E. Benton Ave.-White Information Ctr.- #103
Classes - 3, 5, 7, 10 & 12
Schedules for the
September 2008- August 2009 Program Year-
listed in date order by course
Note - Registrations must be received at least
two (2) weeks prior to the start of each class
so participants have time to obtain class
materials and prepare adequately for the
first session.
{ Please scroll down to schedules }
|
Class #. |
Course # |
Location & Instructor |
Date(s)
(see note* above on registration cut-offs)
X = Completed Closed or Cancelled |
Time, Fee & Costs |
| 1 |
Insurance Coverage & The Financial Planning Process ( FP 21 ) |
Chicago, IL Sorkin |
04/25/2009 05/09/2009 05/23/2009
|
8:30am - 6:30pm Saturdays $650 plus approx. $150 to purchase required materials from vendors
|
| 2 |
Insurance Coverage & The Financial Planning Process ( FP 21 )
|
Milwaukee, WI Maher |
10/25/2008 11/08/2008 11/22/208
|
8:30am - 6:30pm Saturdays $650 plus approx. $150 to purchase required materials from vendors |
| 3 |
Insurance Coverage & The Financial Planning Process ( FP 21 )
|
Naperville, IL Sannes |
09/20/2008 10/04/2008 10/18/2008 |
8:30am - 6:30pm Saturdays $650 plus approx. $150 to purchase required materials from vendors |
| ////////////////////// | ///////////////////////// | ///////////////////////////// | //////////////////// | |
| 4 |
Investment Theory & Planning ( FP 22 )
|
Milwaukee , WI Sannes
|
01/17/2009 01/31/2009 02/14/2009
|
8:30am - 6:30pm Saturdays $650 plus approx. $150 to purchase required materials from vendors |
|
5
|
Investment Theory & Planning ( FP 22 )
|
Naperville, IL Wing
|
09/27/2008 10/11/2008 10/25/2008
|
8:30am - 6:30pm Saturdays $650 plus approx. $150 to purchase required materials from vendors |
| ////////////////////// | ///////////////////////// | ///////////////////////////// | //////////////////// | |
| 6 |
Income Tax Concepts & Planning ( FP 23 )
|
Milwaukee, WI Larson |
04/18/2009 05/02/2009 05/16/2009 |
8:30am - 6:30pm Saturdays $650 plus approx. $150 to purchase required materials from vendors |
| 7 |
Income Tax Concepts & Planning ( FP 23 ) |
Naperville, IL Wing
|
01/11/2009 01/24/2009 02/02/2009
|
8:30am - 6:30pm Saturdays $650 plus approx. $150 to purchase required materials from vendors |
|
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| 8 |
Retirement & Employee Benefits Planning ( FP 24 )
|
Chicago IL Schoen |
10/18/2008 11/01/2008 11/15/2008 |
8:30am - 6:30pm Saturdays $650 plus approx. $150 to purchase required materials from vendors |
| 9 |
Retirement & Employee Benefits Planning ( FP 24 )
|
Milwaukee, WI Sorkin
|
09/13/2008 09/27/2008 10/11/2008
|
8:30am - 6:30pm Saturdays $650 plus approx. $150 to purchase required materials from vendors |
| 10 |
Retirement & Employee Benefits Planning ( FP 24 ) |
Naperville, IL Maher |
02/14/2009 02/28/2009 03/14/2009 |
8:30am - 6:30pm Saturdays $650 plus approx. $150 to purchase required materials from vendors |
| ////////////////////// | ///////////////////////// | ///////////////////////////// | //////////////////// | |
| 11 |
Estate Planning & the Probate Process ( FP 25 ) |
Milwaukee, WI Larson
|
02/21/2009 03/07/2009 03/21/2009 |
8:30am - 6:30pm Saturdays $650 plus approx. $150 to purchase required materials from vendors |
| 12 |
Estate Planning & the Probate Process ( FP 25 ) |
Naperville, IL Ward |
05/02/2009 05/16/2009 05/30/2009
|
8:30am - 6:30pm Saturdays $650 plus approx. $150 to purchase required materials from vendors |
|
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| 13 |
FINRA Series 7 Review (FS 2)
|
Chicago, IL Staff/Gordon |
12/ 06, 18 / 2008 |
8:30am - 6:30pm Saturdays $300 plus approx. $225 for materials from vendors |
| 14 |
FINRA Series 63 Review (FS 3)
|
Chicago, IL Staff/Maher |
11/ 21 / 2008
|
2pm - 6pm Friday $75 plus approx. $60 for materials from vendors |
| 15 |
FINRA Series 65/66 Review for RIA & CPA/PFS (FS 4 ) |
Chicago, IL Staff/Gordon |
03/ 14, 21, / 2009 |
8;30am am - 6;30pm Saturdays $300 plus approx. $125 for materials from vendors |
| 16 |
Advanced Markets Workshop -No charge- ( FW 5 )
|
Location to be announced Staff/Larson
|
08/16
/
2008
|
10am - 1pm Saturday Complimentary NO CHARGE
|
| 17 |
Advanced Markets Workshop -No charge- ( FW 5 ) |
Location to be announced Staff/Larson |
12/ 20/ 2008 |
10am - 1pm Saturday Complimentary NO CHARGE |
| 18 |
Advanced Markets Workshop -No charge- ( FW 5 )
|
Location to be announced Staff/Larson
|
08/15
/
2009
|
10am - 1pm Saturday Complimentary NO CHARGE
|
| 19 |
Insurance A, L & H Pre-licensing ( FS 9 )
|
Chicago, IL Staff/Maher |
03/ 28 / 2009 | 8:30 am - 6:30pm Saturday $150 plus approx. $100 for materials from vendors
|
| 20 |
Insurance P & C Pre-licensing ( FS 10 )
|
Chicago, IL Staff/Gordon |
05/ 16 /2009 | 8:30am - 6:30pm Saturday $150 plus approx.. $100 for materials from vendors |
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Certified
Financial Planner Board of Standards, Inc., owns the marks CFP®,
CERTIFIED FINANCIAL PLANNER ™ and federally registered CFP (with flame
logo) ® , which it awards to individuals who successfully complete initial
and ongoing certification requirements.
Marquette
University, et al. does not certify individuals to use the CFP®,
CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame
logo) ® marks. CFP certification is granted only by Certified
Financial Planner Board of Standards, Inc. to those persons who, in addition to
completing an educational requirement such as this CFP Board-Registered
Program, have met its ethics, experience and examination
requirements.
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