Financial Plan Development and Presentation Course

MGMT X 430.516

The course will require students to perform all functions of the financial planning process and apply the CFP Board’s Practice Standards.

READ MORE ABOUT THIS COURSE
Online
Starting at $785.00
As few as 5 weeks
4.0

What you can learn.

  • Learn to develop a financial plan presentation and practice presentations
  • Become comfortable with the soft skills required for effective communication of a financial plan

About this course:

This course will require students to synthesize and apply elements of comprehensive financial planning. The course will require students to perform all functions of the financial planning process and apply the CFP Board's Practice Standards.

Fall 2019 Schedule

Available Format(s):

These courses are fully online, and there are no in-person classroom meetings.

Available
-
367975
Fee:
$785.00
2 days left. Enroll by Nov 19, 2019
See Details
Notes

Enrollment limited; enrollment prior to the first class required.

The University of California Los Angeles offers this program in partnership with Kaplan Professional, the leading provider of financial planning education and exam prep. Kaplan has helped more than 20,000 financial professionals earn their CFP® certification. The Executive Certificate in Financial Planning program is designed for professionals in the financial, insurance, and banking fields, as well as those looking to change careers.

Self-study may not be enough to succeed on the CFP® exam. Our outstanding instructors know the CFP® exam curriculum and how to prepare for the exam, and the live classroom setting provides the structure and focus you need. You will not only learn the material, but also how to apply it on exam day.

* Please view below link for Textbook information

 

Refund Deadline
No refunds after November 18, 2019
Course Requirements
Course syllabus not yet available

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