Finance & Investments

Increase your financial literacy, prepare for certification exams, and more.

Make an investment in your career.


Broaden your expertise as a financial professional, make a career change into a financial field, or gain the knowledge to take control of your personal finances at UCLA Extension.

Our financial management courses and programs are designed for professionals who want to grow their skills, prepare for industry certification exams, or non-professionals who want to increase their financial literacy. Courses are taught by industry experts who know the finance world inside out and bring their real-world experience into the classroom.

Our programs are affiliated with some of the top industry organizations, giving you a connection to groups such as FPALA (Financial Planning Association, Los Angeles Chapter) and the CMA (Credit Management Association).

Find a path that works for you.

Expect more from your education.

Learn from Industry Leaders

An expert in business strategy, with extensive knowledge in international markets and U.S. market entry. 

david French

Business Insights Podcast

Join Roger Torneden, UCLA Extension's Executive Director of Strategic Communications and Marketing and former Director of the Business, Management and Legal Programs Department, for his bi-weekly podcast that highlights hot topics and underlying economic trends useful to you. We explore action plans that you can apply to improve your income, investments and career progression.

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The certified financial planning courses did a good job of preparing me for the CFP Exam. After passing the exam, I was thankful that UCLA Extension offers these courses and that the instructors had the patience to answer all of my questions.

Tim LeRoy
Personal Financial Planning Certificate Graduate
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