Program Details

Personal Financial Planning Certificate

CF032W

Estimated Tuition Candidacy Fees Action
$3,980.00 $175.00
The nationally recognized Personal Financial Planning Certificate provides financial professionals with the tools and techniques for remaining viable in this highly competitive field. The program also prepares professionals in other fields to facilitate career changes and become established in this rapidly expanding profession. The curriculum encompasses the major disciplines of financial planning, with an emphasis on the practical applications of the material covered. The entire program also may be completed through our instructor-led online courses.

This certificate program fulfills the educational component of the CFP® certification, covering the core topics that are the basis for the CFP® Certification Examination. The program is designed to successfully prepare students for this exam by focusing on the common body of knowledge that lies at the foundation of personal financial planning. Students are recommended to also complete an approved CFP® Examination Review Program prior to sitting for the exam. To learn more about the CFP® certification process, visit cfp.net.

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Requirements:

Students must begin the program with Survey of Personal Financial Planning (X 430.31), which may be taken concurrently with Financial Analysis in Personal Financial Planning (X 430.391). Both courses must be completed before all other courses in the program. The Personal Financial Planning Capstone requires a "B." Students have up to five years to complete the courses in this certificate program. In addition to the eight required courses, students must successfully complete the one-day seminar, Ethics in Personal Financial Planning (833.379), at any time during the program.

Courses

Legend:
  • SU=Summer
  • FA=Fall
  • WI=Winter
  • SP=Spring
Use the grid displayed below to check for typical availability.

Electives

Internship in Personal Financial Planning (X 430.383) provides students the opportunity (when available) to apply the material studied previously throughout the courses in the program. It is open to students who have officially enrolled in the eight-course Certificate in Personal Financial Planning and have completed a minimum of five courses in the program.

Estimated Cost

Candidacy Fee: $175.00

Estimated Program Tuition: $3,980.00

Estimated Program Textbook/Materials: $1,200.00

Estimated Total Cost: $5,355.00

Costs are approximate and subject to change without notice. Estimates are based on candidacy fee, course fees, and estimated textbook fees, but do not include online classes, the internship, or additional expenses such as parking.


Details

Contact: Yvette de la Cruz, (310) 206-1654 or bamcertificate@uclaextension.edu

Open Enrollment or Apply for Admission?: Open
VA Approved?: Yes
Meets I-20/ F1 Visa requirements: No
Estimated Duration (Half-Time pace): 20 quarters
Internships Available: Yes
All courses available in online format: Yes
Program ID: CF032

Additional Information

Please note: candidacy and application fees are not transferable or refundable.

Students in certificate programs may repeat once for credit only those courses in which they receive a grade of C-, D, F, NP, or U. A course in which a grade of C-, D or F has been earned may not be repeated for credit on a Passed/Not Passed basis. No more than a single instance of earned credit for any course will count toward minimum unit requirements for completing a certificate program, or for assessing continuing progress with respect to financial aid, or the status of international students on F1 visas.

All certificate programs at UCLA Extension require professional-level English language proficiency in listening and note-taking, reading comprehension and vocabulary, written expression, and oral presentation. If you would like to refine your English language proficiency prior to beginning one of our programs, we offer English as a Second Language programs and an array of classes in Communication and Learning Skills.

UCLA Extension may change the content and course requirements of a certificate program at any time. To prevent being impacted by possible changes in the course requirements, students are encouraged strongly to enroll in the certificate of their choice as early as possible following their selection of a program. Only those whose paid certificate application fees have been accepted are assured of completion of a certificate under its current requirements. Courses within the curriculum are expected to be completed by the end of normal candidacy which is cited above. Candidacies can be renewed under certain circumstances. Students with older records may be required to repeat material to ensure its relevance.

Students who complete their curriculum with an earned GPA of 3.5 or higher will have the notation "earned with distinction" posted to their transcript and printed on their certificates. For other information about candidacies and the service environment, see about certificate candidacy.

UCLA is accredited by the Western Association of Schools and Colleges (WASC). This program was developed and is administered in accordance with regulations of the Academic Senate of the University of California.

Certificate Advisor

Yvette de la Cruz

General Certificate Programs FAQ

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