Personal Financial Planning
Personal Financial Planning
Want to become a certified financial planner and provide comprehensive financial advice to your clients? Become CFP® certified. CFP® certification is recognized as the highest standard in personal financial planning and we have the programs to help you on your path to becoming certified.
With the help of UCLA Extension works closely with industry experts, advisory boards, CFP® Board, and professional associations to assures that the program curriculum is relevant to current trends and practices.
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Personal Financial Planning
Courses
MGMT X 430.516
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.
MGMT X 430.511
Financial Planning Process and Insurance
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.
MGMT X 430.513
Income Tax Planning
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.
MGMT X 430.33
Income Taxation in Personal Financial Planning
This course examines the issues and determination of tax liability for numerous events and activities as they relate to a financial plan.
MGMT X 430.35
Insurance in Personal Financial Planning
This course analyzes fundamental insurance principles and the role insurance plays in financial and estate planning.