Accounting & Finance
Accounting & Finance
Whether you are looking for advancement as a financial professional, transitioning into the field, or simply want to increase your financial literacy, UCLA Extension can provide the educational foundation to help meet your goals.
We offer a comprehensive curriculum in accounting, taxation, finance and investments, as well as exam preparation for those seeking industry credentials. You'll gain knowledge that can be applied immediately to the workplace, taught by instructors who are industry experts and bring real-world experience to each course.
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Accounting & Finance
Courses
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.
MGMT X 430.38
Personal Financial Planning Capstone
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. Enrollment limited. Early enrollment required.
MGMT X 430.383
Internship in Personal Financial 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.
MGMT X 430.391
Financial Analysis in Personal Financial Planning
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.