certificate

Personal Financial Planning

Fully prepare for CFP® Certification while also learning relevant trends and practices in the financial planning field. 

$
200.00
9

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

Courses

Introductory Courses
May be taken concurrently. 
Capstone Course
Prerequisite: Successful completion of all other seven courses in the certificate. 
Ethics Requirement
May be taken at any time during the program.

Estimated Cost Breakdown

Application & Candidacy Fee

200.00

Estimated Program Tuition

6295.00

Estimated program textbook/materials

1880.00

Estimated Total Cost

$8375

*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
Yes
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

Our team members are here to help. Hours: Mon-Fri, 8am-5pm.

FPALA & CalCPA Members Save 15%!
Receive a special 15% discount on our courses if you are a FPALA & CalCPA member. Contact us for more details at (310) 206-1689.

 

Joseph G. Devanney Scholarship:
This quarterly scholarship supports students enrolling in the capstone course in the Personal Financial Planning Certificate at UCLA Extension. Click here to learn more and view application deadlines.
 

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