Enrollment limited. Materials required. Internet required.
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.
What you can learn.
- Understand qualitative and quantitative methods used in the financial planning decision-making process
- Learn the principles of income taxation, investment analysis, insurance, retirement plans, estate planning, and cash-flow management
About this course:
This course introduces students to the profession of personal financial planning, emphasizing the identification and quantification of financial objectives and the interrelated facets of a wide range of technical personal financial planning material. The course is intended for individuals who wish to become practitioners in financial planning, those considering a career transition, and for professionals currently in the financial services industry seeking to advance their careers--bankers, insurance and security brokers, investment and financial advisors, real estate professionals, CPAs, trust officers and attorneys. Topics include qualitative and quantitative methods used in the financial planning decision-making process. Additionally, the course covers principles of income taxation, investment analysis and procedure, insurance, employment benefit plans, estate planning, cash-flow management, ethics, strategies and processes of professional practice.Fall 2024 Schedule
Winter 2025 Schedule
Enrollment limited. Internet access required. Materials required.
This hybrid section is made up of In Person and Online instruction.
International Students: This hybrid section is considered In Person for immigration purposes.
This course applies towards the following certificates & specializations…
Corporate Education
Learn how we can help your organization meet its professional development goals and corporate training needs.
Donate to UCLA Extension
Support our many efforts to reach communities in need.