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Upcoming Classes with Fees & Costs

 

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  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

 

 //////////////////////

 /////////////////////////

/////////////////////////////

 ////////////////////
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 

 

 //////////////////////

 ///////////////////////// /////////////////////////////  ////////////////////
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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