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Finance & Investments

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MGMT X 430.5
A course designed to develop an understanding of fundamental concepts and practical uses of Artificial Intelligence for those without a technical background.
Next Start Date: TBA
MGMT 833.691
Join us for an in-depth look at how artificial intelligence is used in the finance industry, where it's headed and how this impacts our future. 
Next Start Date: TBA
MGMT UL 723.1
Join us for this free event and earn CE credit with the CFP Board while networking with fellow PFP alumni and students. Our featured speaker will examine how financial science can be used effectively in our industry.
Next Start Date: TBA
MGMT X 130B
Explore theories and their applications to the advanced implementation of corporate finance, including stock and bond valuations, financial forecasting, and capital structures.
Format: In Person | Hybrid
Next Start Date: June 27, 2024
MGMT X 439.31
This course examines estate planning techniques designed primarily for individuals with estates of more than $5 million.
Next Start Date: TBA
MGMT X 433.04
Dive deeper into investing with this advanced course. 
Next Start Date: TBA
MGMT X 433.03
Students are introduced to several useful concepts that many hedge funds employ today. Instruction includes an overview of the "boom-to-bust cycle" from a historical perspective and how it can affect investment strategy.
Next Start Date: TBA
MGMT X 433.032
This course is designed for investors who recognize the importance of diversifying their investment portfolios and who have a desire to understand the risk and rewards of various asset classes.
Format: In Person
Next Start Date: June 26, 2024
MGMT X 130A
Learn the fundamentals of corporate finance, with an emphasis on the methods and sources of financing for corporations, planning procedures, capital budgets and market efficiency.
Format: Hybrid | Online
Next Start Date: June 24, 2024
MGMT X 430.2
This course is designed for the end-user with a focus on those using data science in the financial services, accounting, and auditing industries. 
Next Start Date: TBA
MGMT X 100
This course examines the effort of the enterprise to secure profits and the nature of demand for its products. Instruction emphasizes both micro and macro-economic issues that have relevance in the business environment.
Format: Online
Next Start Date: June 24, 2024
MGMT X 430.137
This course is based on the fundamental principle that the first step to successfully investing your money is to not lose it. This course covers financial bubbles, scams, and a study of the biases that drive human behavior.
Format: Hybrid
Next Start Date: TBA
MGMT X 430.131
This course is intended primarily for investors looking to acquire a small to mid-sized business, or corporate executives and professionals looking to expand their company.
Format: Hybrid (Remote) | Hybrid
Next Start Date: June 25, 2024
MGMT X 410
This course is helpful to students who need a pre-MBA review of calculus principles and applications.
Format: In Person
Next Start Date: TBA
MGMT X 115
The intent of this course is to provide the fundamental quantitative knowledge necessary for professionals to utilize the results of analyses to enhance the decision-making process.
Format: Online | In Person
Next Start Date: June 25, 2024
MGMT X 430.132
This course explores the basics of business valuation, including how businesses are valued, how equity is valued, and how the enterprise is valued.
Format: Online | Hybrid
Next Start Date: June 24, 2024
MGMT 833.858
Join us for this free event to learn more about the various career options within the finance industry and how our programs can help you succeed in the field. 
Next Start Date: TBA
MGMT X 430.612
This course prepares you for your first day of work in credit analysis: where to start, what to look at, what to do, and what you need in a real-world work environment.
Next Start Date: TBA
MGMT X 430.613
Learn to dissect a business plan, evaluate each component; read, research, fact-check and evaluate the plan; and communicate the SWOT of the business plan to appropriate conclusions.
Next Start Date: TBA
MGMT 833.900
The first "chat" in a series that centers on career focused topics and is a place for you to network and hear from industry experts on their experiences in various industries.
Next Start Date: TBA
MGMT X 430.515
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.
Format: Online
Next Start Date: July 23, 2024
MGMT X 439.3
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.
Format: Online
Next Start Date: June 24, 2024
MGMT X 441
This course focuses on ethical issues confronted by financial professionals, with attention to recent financial crises, and the latest developments affecting ethics within the financial world.…
Format: Online
Next Start Date: June 24, 2024
MGMT X 440
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.
Format: Online
Next Start Date: June 24, 2024
MGMT 831.81
For intermediate Excel users who want to learn tips and techniques that will help them take their Excel model-building skills to the next level.
Format: In Person
Next Start Date: July 20, 2024
MGMT X 430.391
This course covers the basic analytic tools and mathematical techniques used in personal financial planning and introduces the economic concepts underlying the profession. An HP 12C calculator is required.
Format: Hybrid | Online
Next Start Date: June 24, 2024
MGMT 862.70
Creating a system to manage your money and learning how to manage your money are fundamental skills that can help create financial stability and generational wealth. It does not need to be…
Next Start Date: TBA
MGMT 833.854
This course covers how to create a savings plan based on your goals and needs and ways to monitor your spending and manage your finances.
Next Start Date: TBA
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.
Format: Online
Next Start Date: April 23, 2024
MGMT X 430.511
This online course presents the legal, ethical, and regulatory issues affecting financial planners and continues with a discussion of the principles of risk management and insurance.
Next Start Date: TBA
MGMT X 432.3
Review the mechanics of financial statement analysis, including balance sheet and income statement analysis, ratio analysis, and cash flow analysis, with an emphasis on quality of earnings analysis.
Format: Online
Next Start Date: June 24, 2024
MGMT 833.830
Attend our free seminar to learn more about how to financially prepare for retirement. 
Format: Live Online
Next Start Date: May 16, 2024
MGMT X 430.15
Use real-world applications to streamline the budgeting process for planning, control of day-to-day operations for improved accuracy and timeliness.
Format: In Person
Next Start Date: April 6, 2024 (May still be accepting enrollments)
MGMT X 433.01
Learn the basics of investing, including investment analysis, investment risk, capital markets, portfolio development, management and rebalancing.
Format: Hybrid
Next Start Date: June 27, 2024
MGMT X 430.61
Receive a comprehensive review of cash management, consumer credit; stocks, bonds, mutual funds, housing, insurance; legal protection; retirement planning; funding educational expenses; and estate planning.
Next Start Date: TBA
MGMT X 460.988
This course is designed to help students, managers, and aspiring traders meet the challenges of managing currency operations and reducing the risks of foreign exchange swings.
Format: In Person
Next Start Date: TBA
MGMT 833.855
This course will take you through the basics of investing, how and when to get started and where more speculative or alternative investments fit into a portfolio.
Next Start Date: TBA
MGMT X 430.513
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.
Next Start Date: TBA
MGMT X 430.33
This course examines the issues and determination of tax liability for numerous events and activities as they relate to a financial plan.
Format: Hybrid (Remote) | In Person
Next Start Date: June 25, 2024
MGMT X 430.35
This course analyzes fundamental insurance principles and the role insurance plays in financial and estate planning.
Format: Online | Live Online
Next Start Date: June 29, 2024
MGMT X 460.923
This course provides an introduction to the environment and tools of international financial management. Case studies examine the use of analytical methods for decision making.
Format: Online
Next Start Date: TBA
MGMT X 460.983
This course provides students with a comprehensive overview of investment opportunities and strategies in international markets, including the developed world and expanding emerging markets.
Format: In Person | Online
Next Start Date: June 24, 2024
MGMT X 430.136
The internship provides an opportunity to apply the material previously studied in your finance courses with a sponsoring company you secure in in a variety of finance-related job functions for a minimum of 120 hours.
Format: Independent Study/Internship
Next Start Date: June 24, 2024
MGMT X 430.383
This internship provides practical experience in a variety of financial planning job functions within the industry and is an opportunity to apply the material previously studied in your personal financial planning courses.
Format: Independent Study/Internship
Next Start Date: June 24, 2024
MGMT X 430.4
A course designed for business and finance people (the end-user) on understanding artificial intelligence and how to effectively utilize it in their respective industries.
Next Start Date: TBA
MGMT X 430.611
This course provides a broad overview of credit instruments and markets, covering risk, return, debt securities, and the techniques firms and governments use to approach the debt market.
Format: Online
Next Start Date: TBA
MGMT X 430.512
The major topics covered in this course are security markets, reading the economic environment, and evaluating investment risk and return.
Format: Live Online
Next Start Date: April 23, 2024
MGMT X 430.32
This course introduces various market theories and the analysis of business cycles, analysis of individual companies and market analysis.
Format: Online | Hybrid
Next Start Date: June 27, 2024
MGMT X 430.616
Learn to underwrite and manage a portfolio of commercial mortgages and syndicated, middle-market, asset-based, and trade finance loans.
Next Start Date: TBA
MGMT X 433.033
This in-depth course educates individuals on the utilization of options and demonstrates how options can add value to your current investment strategies.
Format: In Person | Online
Next Start Date: April 13, 2024 (May still be accepting enrollments)
MGMT X 110
This course provides a fundamental background of quantitative techniques applicable for administrators in the public and private economic sectors, as well as a solid review of pre-MBA mathematics.
Format: In Person | Online
Next Start Date: June 24, 2024
MGMT X 430.135
Explore how banks and other financial institutions operate in a globalized world. Instruction includes an overview of monetary policy, foreign exchange, as well as central bank regulation processes and tools.
Format: Hybrid
Next Start Date: June 25, 2024
MGMT 833.843
A new seminar that focuses on the different areas of managing a nonprofit business. 
Next Start Date: TBA
MGMT X 430.38
This capstone course bridges academic coursework with actual practice management, introducing students to the skills and tools needed for developing a comprehensive financial plan for a client.
Format: Hybrid
Next Start Date: June 25, 2024
MGMT UL 722.24
Attend this free 1-hour live webinar to learn more about how UCLA Extension's CFP Board-approved Personal Financial Planning programs fit your needs and can help you reach your career goals.
Format: Information Session | Live Online
Next Start Date: September 4, 2024
MGMT 813.2
This course will teach you skills on how to effectively integrate EDI and Sustainability into the core values of a company.
Next Start Date: TBA
MGMT 813.1
This course will help you develop an understanding on how to effectively navigate the future of work and all its challenges. 
Next Start Date: TBA
MGMT 722.4
Attend our free information session and discover all of the benefits our Pre-MBA certificate program has to offer.
Next Start Date: TBA
MGMT X 430.514
This course emphasizes retirement-related issues such as preparing a needs analysis and reviewing qualified and tax-favored retirement plan designs and features.
Format: Live Online
Next Start Date: June 4, 2024
MGMT X 427.904
Study the various retirement plans and other investment-oriented employment benefits for employees, opportunities for tax deferral and capital accumulation, and the advantages and disadvantages of various alternatives.
Format: In Person | Online
Next Start Date: June 24, 2024
MGMT X 433.02
Instruction focuses on the use of case studies to examine equities and bonds.
Next Start Date: TBA
MGMT 833.859
Join us for this free seminar where you will learn how important it is to have a properly designed special needs trust and the role it plays in securing your beneficiary's future.   
Next Start Date: TBA
MGMT X 410.3
This course is the capstone for UCLA Extension’s Pre-MBA Studies Certificate and a cornerstone of the Corporate Finance and Financial Strategies Certificate.
Format: Live Online
Next Start Date: TBA
MGMT X 430.31
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.
Format: Hybrid (Remote) | Hybrid
Next Start Date: June 25, 2024
MGMT X 430.326
Investing is a rigorous, evidence-based discipline of collecting and analyzing data to uncover the sources of risk and return. Understand why investors do not always make financial decisions that are rational.
Next Start Date: TBA
MGMT 833.821D
Discover the process for identifying and building your career support network to support you as you progress through your career. 
Format: Live Online
Next Start Date: TBA
MGMT 833.821L
Hear from successful women who are at the top of their fields talk about their journeys on how they got there and lessons they have learned along the way. 
Next Start Date: TBA
MGMT X 430.614
Be exposed to real client data designed to challenge your writing skills. At the conclusion of the course, you should be able to effectively present findings to a credit manager or credit committee.
Next Start Date: TBA
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