certificate

General Business Studies with Concentration in Personal Financial Planning

Get the skills required for financial planning, investment analysis, and portfolio management.

$
200.00

This program is perfect for...

  • Those in related fields, such as bankers, CPAs, trust officers, and attorneys, who want to deepen their skills in personal financial planning
  • People already in the field of personal finance looking for advanced certification
  • Individuals seeking advancement and updated skills in personal finance management
  • Students who are interested in becoming personal financial planners

What you can learn.

  • How recent financial upheavals and legislation impact personal financial planning professionals
  • Qualitative and quantitative methods used to make financial-planning decisions
  • Principles of investment analysis, portfolio management, and capital markets
  • Ethical issues confronting financial professionals

Courses

Ethics Requirement
MGMT 891.02
Electives - Personal Financial Planning

Students must take a minimum of 4 courses in Personal Financial Planning or as many as nine for the concentration in Personal Financial Planning. Courses must be numbered X 1-199 or X 400-499.

Electives - Management

Candidates must complete 36 units of coursework within the academic disciplines of Management. A minimum of 4 courses (16 units) must be in Personal Financial Planning. The remaining 5 courses can be any management courses of your choice numbered X 1-199 or X 400-499.

MGMT X 475.2
MGMT X 475.4
MGMT X 475.5
MGMT X 476.2
MGMT X 470.10
MGMT X 460.923
MGMT X 469.13
MGMT X 460.983
MGMT X 460.989
MGMT X 460.394
MGMT X 450.2
MGMT X 460.398
MGMT X 460.41
MGMT X 445.61
MGMT X 460.35
MGMT X 433.02
MGMT X 439.3
MGMT X 442.12
MGMT X 442.14
MGMT X 430.513
MGMT X 442.15
MGMT X 430.514
MGMT X 430.515
MGMT X 427.121
MGMT X 427.124
MGMT X 423.421
MGMT X 423.422
MGMT X 427.9
MGMT X 427.96
MGMT X 430.512
MGMT X 430.131
MGMT X 430.132
MGMT X 423.433
MGMT X 430.136
MGMT X 430.137
MGMT X 423
MGMT X 423.18
MGMT X 423.2
MGMT X 408.64
MGMT X 100
see all courses

Estimated Cost Breakdown

Application & Candidacy Fee

200.00

Estimated Program Tuition

7200.00

Estimated program textbook/materials

1000.00

*The Application & Candidacy fee establishes your candidacy in the program for a period of time covering normal progress toward completion and may allow you to access a variety of program benefits. See our website or speak to a program representative for more information about candidacy and program benefits.

Internships Available
No
Visa Requirement Applicable
Yes
VA Benefit Eligible
Yes
Financial Aid
No
Learn More
**Federal Financial Aid Gainful Employment Disclosures

The U.S. Department of Education requires colleges and universities to disclose certain information for any financial aid eligible program that, “prepares students for gainful employment in a recognized occupation”. This information includes program costs; occupations that the program prepares students to enter; occupational profiles; on time completion rate; and for the most recent award year: the number of students who have completed the program, the number of students who complete the program within the estimated duration, the job placement rate, and the median Title IV and private loan debt incurred by those who complete the program. For gainful employment information for this program, visit our Financial Aid page.

Contact Us

Speak to a program representative. Hours: Mon-Fri, 8am-5pm.
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