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Finance & Investments

MGMT 833.762
Participants learn the different skill sets required for both creating wealth and ultimately maintaining wealth: skill sets that are actually quite different.
This course presents theories and their applications to demonstrate the advanced implementation of corporate finance, including stock and bond valuations, financial forecasting, and capital structures.
Format: Classroom
MGMT X 439.31
This course examines estate planning techniques designed primarily for individuals with estates of more than $5 million.
Format: Classroom
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.
Format: Classroom
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: Classroom
MGMT 833.841
Understanding all of the Medicare Plans and requirements is not easy. What does Medicare Part A, B, C and so on do for you? Learn what these plans cover and how much may be necessary for you.
Format: Classroom
This course offers an introduction to the fundamentals of corporate finance, with an emphasis on the methods and sources of financing for corporations.
Format: Online | Classroom
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: Classroom | Online
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: Online
MGMT 833.833
This one-day workshop will teach you how to improve your spending, saving, and investing decisions for the future by making better financial choices.
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: Online | Classroom
MGMT X 410
This course is helpful to students who need a pre-MBA review of calculus principles and applications.
Format: Online
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: Classroom | Online
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
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.
Format: Online
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.
Format: Online
MGMT 833.972
Create and maintain a budget by learning key steps for putting together a budgeting plan and leave with a clear picture of your personal cash flows.
MGMT 833.836
Cybersecurity is at the forefront of the news today. Know what to do when a breach happens. Learn about network security and how to protect your firm's privacy as well as your clients' privacy.
MGMT 833.835
A comprehensive discussion of the current state of the Crypto-currency world using Bitcoin as a guide. Starting with the origins of Bitcoin and moving through its stages of evolution to the present.
MGMT 833.39
Learn about digital marketing for financial advisors including the use of social media and using LinkedIn for prospecting and creating webinar marketing funnels.
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.
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
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 | Classroom
MGMT 833.380
Develop a better overall understanding of ethical issues confronting financial professionals and how to apply ethical behavior in everyday business practices.
Format: Online | Classroom
MGMT 833.379
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: Classroom | Online
MGMT 831.812
This one-day seminar is for solid intermediate to slightly advanced Excel users who want to learn tips and techniques that will take their model-building skills to the next level.
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: Classroom
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: Classroom | Online
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
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.
MGMT X 432.3
This course covers the mechanics of financial statement analysis including balance sheet and income statement analysis, ratio analysis, and cash flow analysis. Particular emphasis is placed on quality of earnings analysis.
Format: Classroom | Online
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.
MGMT X 433.01
This course offers an introduction to investments, including investment analysis, portfolio management, and capital markets.
Format: Classroom
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.
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: Classroom
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.
Format: Online
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: Classroom
MGMT X 430.35
This course analyzes fundamental insurance principles and the role insurance plays in financial and estate planning.
Format: Online
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
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: Classroom
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
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
MGMT 833.821E
This program begins by reviewing some important guidelines which apply to everyone. For the second half of this workshop, we have people from Robert Half who not only interview people but prepare…
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.
MGMT 833.814
This one-day seminar simplifies the complex puzzles of personal money management.
MGMT 833.80
Learn about the equities markets in both up and down markets and the approaches that successful investors use to select stocks in both environments.
Format: Classroom
MGMT 833.614
This one-day seminar introduces the skills and knowledge for researching and analyzing real estate investment opportunities to provide supplemental income, retirement income, or for long-term portfolio diversification.
MGMT X 430.512
The major topics covered in this course are security markets, reading the economic environment, and evaluating investment risk and return.
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
MGMT 833.377
Reduce financial risk, plan for the future, separate and protect your personal assets. Acquire critical skills for small business owners, entrepreneurs, and family businesses. Learn from the instructor and discuss in class.
MGMT 833.840
Discover how to improve your credit and what factors impact your credit score. All debt is not the same. Learn about the differences and what that means as you work on paying off your debt.
MGMT X 430.616
Learn to underwrite and manage a portfolio of commercial mortgages and syndicated, middle-market, asset-based, and trade finance loans.
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: Online
MGMT 833.368
This one-day seminar helps you take charge of your financial choices by providing you a better understanding of key personal financial planning concepts and strategies.
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: Classroom | Online
MGMT 833.812
Creating wealth is a skill. This is a practical course that shows you how to acquire and develop that skill.
MGMT 833.827
This interactive, fun-filled workshop teaches students financial literacy skills that will be applied throughout their life.
MGMT X 430.135
Explore how banks and other financial institutions operate in a globalized world. Instruction includes an overview of monetary policy, central bank regulation processes, as well as the tools it employs.
Format: Online
MGMT 833.843
A new seminar that focuses on the different areas of managing a nonprofit business. 
Format: Classroom
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: Online
MGMT UL 722.24
This is a free information session 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: Online | Information Session
MGMT 833.826
This one-day seminar provides key investment fundamentals and application of these principles.
MGMT 833.842
Attend this 2-hour interactive workshop where experts will go over the purpose of resumes and work with individuals on developing the kind of resumes employers are looking for.
Format: Classroom
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.
MGMT 833.323
This class explains time-tested strategies that help you to make informed financial decisions about retirement.
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: Classroom
MGMT 833.374
This review is intended for those who are planning to sit for the CFP Certification Examination. Exercises review several case studies and employ the necessary techniques to approach the various types of exam questions.
Format: Classroom | Online
MGMT X 433.02
Instruction focuses on the use of case studies to examine equities and bonds.
MGMT 891.1
Multidimensional economics explores the concept that the law of supply and demand does not work, that the actual model is the law of VALUE and demand. Hosted by Doug Howarth who was recently awarded with the best paper for the Economic and Data Analysis by the International Cost Estimating and Analysis Association.
MGMT 833.821F
Format: Classroom
MGMT 833.831
This informative and easy-to-understand seminar explores the Social Security system and provides valuable tips on how to maximize your benefits.
MGMT 833.834
Maintain an intelligent investment strategy while learning how to design, evaluate, and manage a complete portfolio using the most up-to-date tools to screen for social responsibility.
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: Classroom | Online
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.
MGMT 833.621
Add value to your current investment strategies through this course for investors who want to add options as part of their overall investment mix or for those who already utilize options and want to expand their use.
MGMT 833.641
Managing personal wealth is a business that should be guided by solid plans based on your goals, assets, and lifestyle needs. Learn how to better manage your wealth in a proactive, comprehensive, and objective manner.
Format: Classroom
MGMT UL 732.24
Managing personal wealth is a business that should be guided by solid plans based on your goals, assets, and lifestyle needs. Attend a free information session led by the instructors of this class to…
MGMT 833.821D
Discover the process for identifying and building your career support network to support you as you progress through your career. 
MGMT 833.821C
This dynamic and interactive seminar will bring together three amazing individuals, Christa Ikona, Patricia Galea, and Shiny Unsal as they discuss how to overcome your fears and become the owner of your life.
MGMT 833.821B
Already established in your career? Learn to take control of your finances, what decisions you need to be making, and how to ask the right financial questions during this 2-hour seminar.
MGMT 833.821A
Learn from Certified Financial Planners what financial steps you should be taking now as a young professional.
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.
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