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 UL 722.24
Personal Financial Planning Information Session: A Free Event
Attend this free live webinar to learn more about how UCLA Extension's CFP Board-approved Personal Financial Planning programs fit your needs and can help you reach your career goals.
MGMT X 430.514
Retirement Planning
This course emphasizes retirement-related issues such as preparing a needs analysis and reviewing qualified and tax-favored retirement plan designs and features.
MGMT X 427.904
Retirement Plans and Other Employee Benefits
Study the various retirement plans and other investment-oriented employment benefits for employees, opportunities for tax deferral and capital accumulation, and the advantages and disadvantages of various alternatives.
MGMT X 430.31
Survey of Personal Financial Planning
This course prepares you for learning the details of the financial planning process. Whether you are looking to sit for the CFP exam or enhance your personal understanding, this is the starting point.