The Internship in Personal Financial Planning provides students an opportunity to gain practical experience with leading firms and companies covering a variety of financial planning job functions. The internship is available to UCLA Extension certificate students who have completed a minimum of five courses in the Certificate in Personal Financial Planning program.
This internship is eligible for three months of credit toward CFP Board’s work experience requirement.
Students intern with sponsoring companies for a minimum of 120 hours. Companies offering internships do so with no obligation to provide compensation to interns. Applicable internship projects can include, but are not limited to, the areas of work/projects described below:
- Assist in Financial Plan Development
- Client Communications Support
- Investment, Tax, or Other Financial Planning Research
- Marketing Support Activities
- Overall Methodology of Providing Financial Planning Services to Clients
- Special Financial Planning-Related Projects
- Use of Financial Planning and Investment Management Software Packages
UCLA Extension students who are enrolled in the Personal Financial Planning Certificate and who have completed a minimum of five courses in their program.
Students will be granted permission to enroll once all internship documents have been signed by sponsor, director and associate dean.
Spring Quarter 2018 – March 23rd
Summer Quarter 2018 – June 15th
Fall Quarter 2018 – September 14th
Securing an Internship
UCLA Extension does not provide placement or guarantee internship availability. Students are responsible for securing a sponsor before enrolling in the internship. Enrollment is limited to the number of available internships.
For assistance in completing the internship process, please contact your Certificate Advisor, Yvette De La Cruz at (310)206-1654 or firstname.lastname@example.org for an application and deadlines.View Internship FAQ’s
Course Fee: $765