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Enrolled Agent (EA) Info Session

On Saturday, April 25th, over 40 individuals attended our Enrolled Agent (EA) Exam Review Information Session at our beautiful new location at 1145 Gayley Ave., in Westwood. Participants were joined by UCLA Extension staff and instructors who presented an overview of the review courses, curriculum, study materials and classroom expectations. The exam process as well as […]


UCLA Extension Maintains CFP Board-Registered Program Status For Certificates in Financial Planning

UCLA Extension has maintained registration with Certified Financial Planner Board of Standards Inc. (CFP Board) to offer certificates in financial planning. The CFP Board re-certification announcement letter identified the strengths of the UCLA Extension Personal Financial Planning Certificates: well-qualified instructors and support staff; high level of retention; curriculum consistency; strong advisory board; partnership with local […]

Teaching Financial Literacy Skills to Teens

On July 17th a number of UCLA Extension’s youngest students completed our Money Skills for Teens course, a newly launched 2-week, daytime workshop offered on the UCLA campus. Taught by UCLA Extension’s long-time instructor Steven Gail, the class was designed to specifically help teens develop strong money management skills. Combining Mr. Gail’s contagious enthusiasm for […]

Are You Maintaining an Ally Portfolio?

As any financial advisor will tell you, a balanced investment portfolio reflects a thoughtful distribution of assets for a minimum of risk and a maximum yield. If you choose your allocation wisely and you maintain it carefully, you will see a return. The same concept is true where referrals are concerned. Your allies are your greatest business development asset, […]


Financially Fit Millennials?

The most recent issue of Kipplinger’s Personal Finance magazine provides a special money guide section for millennials (people born between 1978 and 1994) which seems to be very much needed and timely. Based on a Wells Fargo survey of young adults, and as reported by Janet Bodnar, Editor of Kipplinger’s Personal Finance magazine, “more than […]


Transition to Computer-based Testing Platform for CFP® Certification Examination

Back in early January, CFP Board announced that it is transitioning to a computer-based testing platform for its CFP® Certification Examination, offering candidates more accessibility to complete initial certification requirements. The move to computer-based testing (CBT) will be effective with the November 2014 exam. The final paper-based exam will be administered this July (July 18-19, […]