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Personal Financial Planning

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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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Your future in financial planning starts here.

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

Programs

A certificate offers an in-depth study of a professional field. A specialization is a short series of courses to quickly gain knowledge in a focused area of study.
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Personal Financial Planning

certificate

Personal Financial Planning

certificate Fully prepare for CFP® Certification (Certified Financial Planner) and learn relevant trends and practices in the financial planning field.

Fully prepare for CFP® Certification (Certified Financial Planner) and learn relevant trends and practices in the financial planning field.

Personal Financial Planning

Courses

MGMT X 430.515

Estate Planning

This course is part of the PFP Accelerated Online program and introduces students to the process of developing an estate plan, including federal estate and gift taxation, techniques that reduce the size of a gross estate, wills, intestacy, probate, and trusts.
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MGMT X 439.3

Estate Planning

This course is part of the PFP Evening/Online program and is designed to teach students to solve estate planning problems including a review of the impacts of recent tax law changes.
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MGMT X 440

Ethics in Personal Financial Planning

The financial planner has a fiduciary responsibility that requires utmost good faith as a trusted advisor of their clients. Learn about ethical decision making and conduct specific to the financial planning profession.
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