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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

Courses

MGMT 722.37

FPALA Networking Mixer

The Meet the Firms event is designed to connect students with top financial planning professionals and provide practical tools for career success. Attendees will explore job opportunities, gain networking and branding skills, and hear firsthand insights from industry leaders. 

 

MGMT X 430.513

Income Tax Planning

This course emphasizes problem-solving methodology that includes case studies on the fundamentals of individual income taxation and the tax consequences for various forms of business.