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PFP Virtual Info Session – Mar 15

Advance your career as a Financial Planner! Attend our free information session on March 15 to learn more about how UCLA Extension’s Personal Financial Planning Programs can help you reach your career goals as a financial planner and fully prepare you for CFP® certification. Event Details Conveniently access our virtual information session anytime on March 15th […]

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PFP Virtual Info Session – Jan 11

  Advance your career as a Financial Planner! Attend our free information session on January 11 to learn more about how UCLA Extension’s PFP Accelerated Online Program can help you reach your career goals as a financial planner and fully prepare you for CFP® certification. Event Details Conveniently access our virtual information session anytime on January  11th […]

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32nd Annual Tax Controversy Institute – Oct 25

Attend the leading U.S. conference on tax controversy! The Annual Tax Controversy Institute is a one-day conference that explores the procedures, policies, and strategies that are involved in resolving difficult tax controversy issues. Attorneys, accountants, business and corporate professionals can learn from top tax practitioners in the federal government, judiciary, and private practice. Our planned featured […]

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FPA_LA FinTech Expo – Aug 25

Building a 21st Century Practice   Join FPA of Los Angeles at their Building a 21st Century Practice Expo! This all-day tech conference provides excellent networking opportunities, in addition to interesting seminars discussing emerging financial paradigms, new financial technology trends, the changing role of the human advisor in wealth management and more!   With various […]

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Enrolled Agent (EA) Info Session – Aug 11

Consider a Career as an Enrolled Agent! Enrolled agents (EAs) are America’s Tax Experts. EAs are the only federally licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the IRS. Attend our free information session on August 11th to learn more about the Enrolled Agent designation and how […]

PFP Info Session

Personal Financial Planning Information Sessions – March 16

Advance your career as a Financial Planner! Attend our information sessions in March to learn more about how UCLA Extension’s Personal Financial Planning Programs can help you reach your career goals as a financial planner and fully prepare you for CFP® certification. Admission is free!   Who Should Attend? Financial professionals who planning to work toward […]

Career Day

Financial Planning CAREER NIGHT – Mar 3

  Thinking about becoming a financial advisor or doing a firm transition? Come join us on March 2nd for the FPA_LA Career Night to network, drop off a resume, or pick up a business card. Monday, March 3, 2016 6:00pm – 8:30 pm UCLA Extension Lindbrook Center, Room 204 10920 Lindbrook Drive Los Angeles, CA 90024 […]

31st Annual Tax Controversy Institute – Oct 27

Get Up-To-Date On The Latest Tax Issues! Welcome to the preeminent conference in the United States dedicated to tax controversy and tax litigation. This 1-day conference brings together sophisticated tax practitioners from the federal government, judiciary, and private practice to discuss and debate the procedures, policies, and strategies that are involved in resolving difficult tax controversy […]

Our Next Generation of Money Managers?

On July 16th we completed our second annual Money Skills for Teens course with a mini celebration for our young students. This 2-week, daytime workshop, offered on the beautiful UCLA campus, covers key personal finance concepts, including money management goals, an investment primer, and an overview for understanding credit. While we can all agree on […]

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Lunch and Learn Event at City National Bank

Our Business & Management group recently had the opportunity to present at City National Bank’s (CNB) headquarters as part of their employee Lunch and Learn series. The presentation provided information about our accounting, finance, and business programs, as well as the value of certificate programs and industry licensing. The event was very well received by […]