Accounting & Finance Courses & Certificates

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

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.

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Investment Planning

The major topics covered in this course are security markets, reading the economic environment, and evaluating investment risk and return.

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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.

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Retirement Planning

This course emphasizes retirement-related issues such as preparing a needs analysis and reviewing qualified and tax-favored retirement plan designs and features.

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Estate Planning

This course is part of the PFP Accelerated Online program and introduces students to the process of developing an estate plan, including federal estate and gift taxation, techniques that reduce the size of a gross estate, wills, intestacy, probate, and trusts.

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