University Certificate - Personal Financial Planning
About University Certificate - Personal Financial Planning
As a leading provider of personal financial planning educational programs, UCLA Extension offers this 8-course CFP Board registered certificate to equip students with a thorough understanding of financial planning standards and practice. The curriculum covers the relevant topics that form the basis of—and prepares them for—the CFP® Certification Examination.
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 students 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
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