Personal Financial Planning

Financial Manager jobs are ranked #16 of highest paying jobs in America for 2018, according to Glassdoor*

Your Future in Financial Planning Starts Here

personal-financial-planning-fos-sub

Become a certified financial planner and provide comprehensive financial advice to your clients. CFP® certification is generally recognized as the highest standard in personal financial planning and we have the programs to help you on your path to becoming certified.

UCLA Extension works closely with industry experts, advisory boards, CFP Board, and professional associations to assure the program curriculum is relevant to current trends and practices. Choose the program that works for you:

Traditional Evening/Online Certificate

This program is ideal for individuals who are considering a career transition into the financial planning field, or for current financial professionals who want to advance their career prospects. Students are provided a comprehensive curriculum taught by experienced financial professionals that is both current and relevant to industry trends and practices. Students have the option to complete their coursework through live classroom courses held during the evening, or via instructor-led online classes. The required curriculum can be completed within 15 months to 2 years.

Accelerated Online Certificate

This rigorous online certificate program is designed for financial professionals with relevant work experience and credentials who are preparing for CFP® Certification. The 6-course curriculum is comprised of instructor-led online courses that blend live, Web-based sessions with online discussion boards, assignments, and testing. Each course is scheduled over a 4-week period and includes two 3-hour live sessions each week. The required curriculum can be completed within 9 months.

 
*Source: According to Glassdoor’s Top 25 Highest Paying Jobs in the US 2018 
 
Personal financial planning student

Online MBA in Financial Planning

UCLA Extension has established an articulation agreement with California Lutheran University.

Students who complete the Personal Financial Planning (PFP) certificate program from UCLA Extension will be eligible to transfer up to five courses toward the online Master of Business Administration (MBA) degree in Financial Planning at California Lutheran University (CLU). 

Learn More

Scholarships

The Joseph G. Devanney Scholarship Fund is awarded each academic quarter to offset course fees for the Personal Financial Planning Capstone course (classroom or online). Learn more

MCLE/CPE Credit

Courses in this program have been approved for Minimum Continuing Legal Education (MCLE) credit by the State Bar of California and may also be applied toward the State of California‘s continuing professional education (CPE) requirement for the licensure of Certified Public Accountants.

Discounts

Course discounts are available to FPALA and CalCPA members. Contact us for more details.

Keep up to date on the latest news and offerings in Personal Financial Planning

vector icon of building

Corporate Education

Learn how we can help your organization meet its professional development goals and corporate training needs.

Learn More

vector icon of building

Donate to UCLA Extension

Support our many efforts to reach communities in need.

Innovation Programs

Student Scholarships

Coding Boot Camp

Lifelong Learning