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 you 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
About this program.
As a leading provider of personal financial planning educational programs, UCLA Extension offers this 8-course CFP Board registered certificate to equip you with a thorough understanding of financial planning standards and practice. The curriculum covers the relevant topics that form the basis of—and prepares you for—the CFP® Certification Examination.
Format: Online and In-Person. Can be completed 100% online.
Duration: 1 year (full-time), 1.5 - 2 years (part-time)
Accelerated Program:For financial professionals, with at least 2 to 3 years experience, who are looking for an accelerated learning experience, you may consider our Personal Financial Planning: Accelerated Online Certificate.
UCLA Extension's Personal Financial Planning Certificate Program is ranked #4 out of the 10 Best Online Certified Financial Planning (CFP) Programs by Financial Advisor Magazine.*
*source: fa-mag.com
UCLA Extension's Personal Financial Planning certificate program is a CFP® Board-Registered Education Program. In order to have your transcripts transferredto the CFP® Board for review,which is a required step to sit for theCFP® certification exam, payment of the certificate candidacy fee is required.
Courses in this program have been approved for Minimum Continuing Legal Education (MCLE) credit by the State Bar of California and may also be applied toward the State of California‘s continuing professional education (CPE) requirement for the licensure of Certified Public Accountants.
Expect more from your education.
Learn from Industry Leaders
Passionate about making financial planning experts out of those around her, Ms. Goode has worked in a variety of critical roles both within government and multi-national corporations.
Meet Lovett Goode
UCLA Approved
Our course curriculum is developed in cooperation with theUCLA Anderson School of Management.
The Anderson School of Management is consistently ranked among the top tier business school programs in the country, based on rankings published by U.S. News & World Report, Businessweek.
The certified financial planning courses did a good job of preparing me for the CFP Exam. After passing the exam, I was thankful that UCLA Extension offers these courses and that the instructors had the patience to answer all of my questions.
Tim LeRoy
Personal Financial Planning Certificate Graduate
Courses
Click below to view the required and elective courses, if applicable, for this program.
Introductory Courses
May be taken concurrently.
Survey of Personal Financial Planning
MGMT X 430.31
Typically Offered: Fall, Winter, Spring, Summer
Financial Analysis in Personal Financial Planning
MGMT X 430.391
Typically Offered: Fall, Winter, Spring, Summer
Core Courses
Investments in Personal Financial Planning
MGMT X 430.32
Typically Offered: Fall, Winter, Spring, Summer
Insurance in Personal Financial Planning
MGMT X 430.35
Typically Offered: Fall, Winter, Spring, Summer
Income Taxation in Personal Financial Planning
MGMT X 430.33
Typically Offered: Fall, Winter, Spring, Summer
Retirement Plans and Other Employee Benefits
MGMT X 427.904
Typically Offered: Fall, Winter, Spring, Summer
Estate Planning
MGMT X 439.3
Typically Offered: Fall, Winter, Spring, Summer
Capstone Course
Prerequisite: Successful completion of all other seven courses in the certificate.
Personal Financial Planning Capstone
MGMT X 430.38
Typically Offered: Fall, Winter, Spring, Summer
Ethics Requirement
May be taken at any time during the program.
Ethics in Personal Financial Planning
MGMT X 440
Typically Offered: Fall, Winter, Spring, Summer
Optional Electives
Internship in Personal Financial Planning
MGMT X 430.383
Business Communications
MGMT X 109
Typically Offered: Fall, Winter, Spring
Marketing Principles and Practices
MGMT X 160
Typically Offered: Fall, Winter, Spring, Summer
Download Certificate Planner
Need Help? Book an appointment with an Academic Advisor.
Upon completion of the certificate program, students are also encouraged to enroll in our 4-day CFP® Exam prep course to fully prepare for this difficult exam.
Learn More
Estimated Cost Breakdown
All courses in this program are paid for individually, unless otherwise noted. An application form is required to establish candidacy in this program. From the 'Apply Now' button, complete the online application and pay the application fee if applicable.
Application & Candidacy Fee
200.00
Estimated Program Tuition
7160.00
Estimated program textbook/materials
1880.00
Apply Now
*The Application & Candidacy Fee establishes your candidacy in the program for a period of time covering normal progress toward completion and may allow you to access a variety of program benefits.
Internships
Available
**Federal Financial Aid Gainful Employment Disclosures
The U.S. Department of Education requires colleges and universities to disclose certain information for any financial aid eligible program that, “prepares students for gainful employment in a recognized occupation”. This information includes program costs; occupations that the program prepares students to enter; occupational profiles; on time completion rate; and for the most recent award year: the number of students who have completed the program, the number of students who complete the program within the estimated duration, the job placement rate, and the median Title IV and private loan debt incurred by those who complete the program. For gainful employment information for this program, visit ourFinancial Aid page.
An internship in personal financial planningcan provide you with practical experience in a variety ofjob functions. Certificate students must complete a minimum of20 units of program curriculum (5 courses) before enrolling in the internship.
Learn More
This certificate is approved for international students (F-1 student visa).
Students participating in courses offered solely by UCLA Extension must meet the English Language Requirements outlined below. Any international student interested in taking classes on UCLA’s main campus must adhere to the English Requirements outlined for UCLA courses.
Acceptable tests and minimum scores
Scores that areequal to or higher than the listed minimum scoresfrom the following tests, taken within the past two years, can satisfy the English proficiency requirement.
- TOEFL: 80 (iBT)
- IELTS: 6.5
- iTEP: 4.5
- CAE: B (CEFR C1)
- CPE: C (CEFR C2)
- TOEIC: 685
- DUOLINGO (DET): 105
While no other type of test score is accepted in general, students who are affected by test center closures may request an exception to submit an alternate test score.
International Baccalaureates (IB) students or students currently enrolled in an academic institution where the primary language of instruction is English may submit an official academic transcript or verification of enrollment from their school as proof of English proficiency.
Learn more:
International Students: How to Apply
The Joseph G. Devanney Scholarship Fund was established by the Devanney Estate to support students enrolling in the capstone course in the Personal Financial Planning Certificate at UCLA Extension and is offered quarterly.
Mr. Devanney was an instructor in the Personal Financial Planning Certificate program for 20 years and is thought of by many as the “grandfather” of the certificate.
Download Application
Did you know?
Discount for FPALA & CalCPA Members
FPALA and CalCPA members can receive 15% off eligible courses.
Contact us for more information.
Transfer Credits to an Advanced Degree
Graduates of the UCLA Extension Personal Financial Planning (PFP) Certificate program are eligible to transfer up to five courses*toward the online Master of Business Administration (MBA) degree in Financial Planning at California Lutheran University (CLU).
Contact Us
Speak to a program representative. Hours: Mon-Fri, 8am-5pm.
310-206-7247
fmpcertificate@uclaextension.edu
