certificate

Personal Financial Planning: Accelerated Online

This cohort-based, 100% remote program is designed to prepare experienced financial professionals for CFP® certification.

This program is perfect for...

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

What you can learn.

  • Develop and present comprehensive financial plans
  • Get hands-on experience with investment and retirement planning
  • Identify the role of insurance in the financial planning process
  • Learn income tax and estate planning

Expedite your Certified Financial Planner exam prep.

Financial planner

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

The 7-course curriculum can be completed within nine months and comprises instructor-led courses blending 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 2-week window between enrollments to pre-study materials for the next course. 

The program is cohort-based and enrollment is limited to those who have successfully completed previous coursework. 

Our instructors include industry leader Linda Hewitt, CFP®, CRPC, co-founder of Financial Planning Educational Solutions, a training firm that specializes in personal financial planning, and Jeff DeLarme, BS, CFA, CFP®, president, registered principal, financial advisor of DeLarme Wealth Management, Inc./Raymond James, and other highly qualified, motivated instructors with CFP certification and extensive teaching experience.

For those without previous relevant experience, or who wish to take the program through an online or in-person format we also offer a more traditional Personal Financial Planning Certificate program.

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. 
Ethics Requirement
May be taken at any time during the program.
MGMT X 440
Typically Offered: Fall, Winter, Spring, Summer
Optional Internship Course

Program Schedule

The Accelerated Online Certificate program is offered three times per year in conjunction with the March, July, and November CFP® Examination dates. Each program cycle is scheduled to end approximately 8-10 weeks prior to the exam, providing students ample time to prepare and study for the exam, and to also enroll in the CFP® Review course.

Students must submit an Application for Candidacy with a nonrefundable application fee of $200 and enroll in the first course (MGMT X 430.511 Financial Planning Process and Insurance) approximately 1 month prior to the program start date. This will allow ample time to order and pre-study course materials for the first class session. Students are then recommended to enroll in the subsequent courses two weeks prior to each course section.

Payment of the certificate application candidacy fee is required in order to have your transcripts transferred to the CFP® Board for review, in order to sit for the CFP® certification exam.

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

Learn More

Attend this free 1-hour live webinar 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.

Next date: Thursday, January 18, 4-5:30pm PT, livestreamed

Register Here

Need Help?
Book an appointment
with an Academic Advisor.

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

6170.00

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.

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

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. 

The Joseph G. Devanney Scholarship Fund was established by the Devanney Estate to support students enrolling in the capstone course in the Personal Financial Planning Certificate at UCLA Extension and is offered quarterly.

Mr. Devanney was an instructor in the Personal Financial Planning Certificate program for 20 years and is thought of by many as the “grandfather” of the certificate.

Download Application

Did you know?

Discount for FPALA & CalCPA Members

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

Contact us for more information.

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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

 

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