certificate

Personal Financial Planning: Accelerated Online

This accelerated online program is designed for experienced financial professionals who are preparing for CFP® certification.

This program is perfect for...

  • Financial professionals with relevant work experience in investments, banking, insurance, or financial planning
  • Financial services firms who have a need to prepare cohorts of advisors for CFP® certification
  • Those wishing to prepare for the CFP® Examination at an accelerated pace
  • CPA professionals or attorneys at law

What you can learn.

  • Financial plan development and presentation
  • Financial planning process and insurance
  • Investment and retirement planning
  • Income tax and estate planning

About this certificate.

The Personal Financial Planning: Accelerated Online Certificate is a rigorous, fully-online program designed for financial professionals who have at least 2-3 years of work experience in investment banking, insurance, or financial planning, or 3 years of experience as a CPA, attorney, CFA, CLU or ChFC. A Series 7 license is also highly recommended.

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. Students are provided a two week window between courses to pre-study materials for the next course. The required curriculum can be completed within 9 months.

Instructors include industry leaders Linda Hewitt, CFP®, CRPC, and Nancy Le Claire, CFP®, CPA, ChFC, CRPC, who are co-founders of Financial Planning Educational Solutions, a training firm that specializes in personal financial planning and the review course for the CFP® Certification Examination.

best online cfp proram

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.

Required Courses
Courses should be taken in numerical order by course number. 

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. 

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

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

4500.00

Estimated program textbook/materials

700.00

*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.

Did you know?

Discount for FPALA & CalCPA Members

FPALA and CalCPA members can receive 15% off eligible courses.

Contact us for more information.

Contact Us

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