certificate

Personal Financial Planning

Fully prepare for CFP® Certification while also learning relevant trends and practices in the financial planning field. This certificate can be completed online or in the classroom. 

This program is perfect for...

  • Current financial professionals who wish to expand their knowledge and career prospects
  • Recent college graduates or business professionals who want to augment their skills
  • Individuals considering a career transition into the financial planning profession
  • Those planning to take the CFP® certification examination

What you can learn.

  • Fundamentals and financial analysis in personal financial planning
  • Investments, insurance and retirement planning
  • Ethics in personal financial planning
  • Estate planning and risk management
financial planner

About this program.

As a leading provider of personal financial planning educational programs, UCLA Extension offers this 8-course CFP Board registered certificate to equip you with a thorough understanding of financial planning standards and practice. The curriculum covers the relevant topics that form the basis of—and prepares you for— the CFP® Certification Examination.

To meet the busy schedules of working professionals, this program is offered 100% online or students have the flexibility to complete their certificate through courses live in the classroom. 

For financial professionals, with at least 2 to 3 years experience, who are looking for an accelerated learning experience, you may consider our Personal Financial Planning: Accelerated Online program.

 

best online certificate program pfp

UCLA Extension's Personal Financial Planning Certificate Program is ranked #4 out of the 20 Best Online Certified Financial Planning (CFP) Programs by TheBestSchools.org.

What our students say about our certificates.

What our certificates have done for our students.

85%

feel a certificate helped them enhance their careers

1 in 4

received a salary increase after starting a certificate program

50%

switched careers after completing a certificate program

85%

recommend a certificate program to others

Source: UCLA Extension Certificate Graduates Survey

Courses

Click below to view the required and elective courses, if applicable, for this program.

Introductory Courses
May be taken concurrently. 
MGMT X 430.31
Typically Offered: Fall, Winter, Spring, Summer
MGMT X 430.391
Typically Offered: Fall, Winter, Spring, Summer
Core Courses
MGMT X 439.3
Typically Offered: Fall, Winter, Spring, Summer
MGMT X 430.33
Typically Offered: Fall, Winter, Spring, Summer
MGMT X 430.35
Typically Offered: Fall, Winter, Spring, Summer
MGMT X 427.904
Typically Offered: Fall, Winter, Spring, Summer
MGMT X 430.32
Typically Offered: Fall, Winter, Spring, Summer
Capstone Course
Prerequisite: Successful completion of all other seven courses in the certificate. 
MGMT X 430.38
Typically Offered: Fall, Winter, Spring, Summer
Ethics Requirement
May be taken at any time during the program.
MGMT 833.379
Typically Offered: Fall, Winter, Spring, Summer

Upon completion of the certificate program, students are also encouraged to enroll in our 4-day CFP® Exam prep course to fully prepare for this difficult exam.

Learn More

UCLA Extension's Personal Financial Planning certificate program is a CFP® Board-Registered Education Program. In order to have your transcripts transferred to the CFP® Board for review, which is a required step to sit for the CFP® certification exam, payment of the certificate candidacy fee outlined below is required.

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. 

Estimated Cost Breakdown

All courses in this program are paid for individually, unless otherwise noted. An application form is required to establish candidacy in this program. From the 'Apply Now' button, complete the online application and pay the application fee if applicable.

Application & Candidacy Fee

200.00

Estimated Program Tuition

6295.00

Estimated program textbook/materials

1880.00

*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.

**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.

An internship in personal financial planning can provide you with practical experience in a variety of job functions. Certificate students must complete a minimum of 20 units of program curriculum (5 courses) before enrolling in the internship.

Learn More

The Certificate in Personal Financial Planning is approved for international students (F-1 student visa).

International applicants must demonstrate English language proficiency by submitting test scores from either TOEFL, IELTS or iTEP. Some applicants may be exempt from this requirement if certain criteria are met. 

English language proficiency (minimum*):

  • TOEFL iBT: 87
  • IELTS Academic: 6.5 overall
  • iTEP Academic-Plus: 4.5 
*Admitted international students whose test scores are below 100 on TOEFL iBT, 7.0 on the IELTS Academic, or 5.1 on the iTEP Academic-Plus will be required to take 1-2 supplemental English as a Second Language courses.

 

Learn more:

Academic Requirements & English Language Proficiency

International Students: How to Apply

Did you know?

Joseph G. Devanney Scholarship
This scholarship supports students enrolling in the Personal Financial Planning Certificate capstone course.
Offered quarterly. Download the application (pdf).

Discount for FPALA & CalCPA Members
FPALA and CalCPA members can receive 15% off eligible courses.
Contact us for more information.

brunette with laptop

Transfer Credits to an Advanced Degree

Graduates of the UCLA Extension Personal Financial Planning (PFP) Certificate program are 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

 

Contact Us

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