Financial Plan Development and Presentation Course
The course will require students to perform all functions of the financial planning process and apply the CFP Board’s Practice Standards.
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.
Spring 2021 Schedule
These courses are fully online and have no regular meeting times.
The UCLA Extension Accelerated Personal Financial Planning Program is a cohort based program enrollment is limited to those who have successfully completed the previous courses in the program.
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