Personal Financial Planning
Personal Financial Planning
Want to become a certified financial planner and provide comprehensive financial advice to your clients? Become CFP® certified. CFP® certification is recognized as the highest standard in personal financial planning and we have the programs to help you on your path to becoming certified.
With the help of UCLA Extension works closely with industry experts, advisory boards, CFP® Board, and professional associations to assures that the program curriculum is relevant to current trends and practices.
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Personal Financial Planning
Courses
MGMT X 430.35
Insurance in Personal Financial Planning
This course analyzes fundamental insurance principles and the role insurance plays in financial and estate planning.
MGMT X 430.383
Internship in Personal Financial Planning
This internship provides practical experience in a variety of financial planning job functions within the industry and is an opportunity to apply the material previously studied in your personal financial planning courses.
MGMT X 430.512
Investment Planning
The major topics covered in this course are security markets, reading the economic environment, and evaluating investment risk and return.
MGMT X 430.32
Investments in Personal Financial Planning
This course introduces various market theories and the analysis of business cycles, analysis of individual companies and market analysis.
MGMT X 430.38
Personal Financial Planning Capstone
This capstone course bridges academic coursework with actual practice management, introducing students to the skills and tools needed for developing a comprehensive financial plan for a client.