Personal Financial Planning

This course examines estate planning techniques designed primarily for individuals with estates of more than $5 million.

This course is part of the PFP Accelerated Online program and introduces students to the process of developing an estate plan, including federal estate and gift taxation, techniques that reduce the size of a gross estate, wills, intestacy, probate, and trusts.

This course is part of the PFP Evening/Online program and is designed to teach students to solve estate planning problems including a review of the impacts of recent tax law changes.

The financial planner has a fiduciary responsibility that requires utmost good faith as a trusted advisor of their clients. Learn about ethical decision making and conduct specific to the financial planning profession.

This course covers the basic analytic tools and mathematical techniques used in personal financial planning and introduces the economic concepts underlying the profession. An HP 12C calculator is required.

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

This online course presents the legal, ethical, and regulatory issues affecting financial planners and continues with a discussion of the principles of risk management and insurance.

This course emphasizes problem-solving methodology that includes case studies on the fundamentals of individual income taxation and the tax consequences for various forms of business.

This course examines the issues and determination of tax liability for numerous events and activities as they relate to a financial plan.

This course analyzes fundamental insurance principles and the role insurance plays in financial and estate planning.

This internship provides practical experience in a variety of financial planning job functions within the industry and is an opportunity to apply the material previously studied in your personal financial planning courses.

The major topics covered in this course are security markets, reading the economic environment, and evaluating investment risk and return.

This course introduces various market theories and the analysis of business cycles, analysis of individual companies and market analysis.

This capstone course bridges academic coursework with actual practice management, introducing students to the skills and tools needed for developing a comprehensive financial plan for a client.

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.

This course emphasizes retirement-related issues such as preparing a needs analysis and reviewing qualified and tax-favored retirement plan designs and features.

Study the various retirement plans and other investment-oriented employment benefits for employees, opportunities for tax deferral and capital accumulation, and the advantages and disadvantages of various alternatives.

This course prepares you for learning the details of the financial planning process. Whether you are looking to sit for the CFP exam or enhance your personal understanding, this is the starting point.