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UCLA Extension
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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