Financial Plan Development and Presentation Course
Financial Plan Development and Presentation Course
MGMT X 430.516
The course will require students to perform all functions of the financial planning process and apply the CFP Board’s Practice Standards.
Duration
As few as 5 weeks
Units
4.0
Current Formats
Live Online
Cost
Starting at $1,025.00
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Please note: This accelerated course is restricted to students in the Personal Financial Planning: Accelerated Online certificate program only.
What you can learn.
What you can learn.
Learn to develop a financial plan presentation and practice presentations
Become comfortable with the soft skills required for effective communication of a financial plan
About This Course
This course will require students to synthesize and apply elements of comprehensive financial planning. The course will require students to perform all functions of the financial planning process and apply the CFP Board's Practice Standards.
Spring 2026 Schedule
Date
Details
Format
-
This section has no set meeting times.
Live Online
Notes
The UCLA Extension Accelerated Personal Financial Planning Program is a cohort based program enrollment is limited to those who have successfully completed the previous courses in the program.
Enrollment limited; Successful completion of previous required courses, enrollment prior to the first class required.
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Deadline
Refunds only available from February 02, 2026 to April 12, 2026
Course Requirements
Course syllabus not yet available.
This course applies toward the following programs
Personal Financial Planning: Accelerated Online
certificate
certificate
This cohort-based, 100% remote program is designed to prepare experienced financial professionals for CFP® certification.
This cohort-based, 100% remote program is designed to prepare experienced financial professionals for CFP® certification.