Personal Financial Planning

 

PFP Certificate Picture

The Future for Financial Planners Looks Bright!

According to the Bureau of Labor Statistics, employment for personal financial planners is projected to be one of the fastest growing occupations, with an expected growth rate of 27 percent through 2022.

As the demand for qualified planners grows, keen competition will continue for these well-paying jobs. Professionals who have extensive educational training and CFP® certification will have the best opportunities.

Expand Your Path to Financial Planning Career Opportunities!

UCLA Extension’s two CFP Board-registered PFP certificate programs – Evening/Online & Accelerated Online – are designed for students and professionals who are preparing for careers in financial planning and those who are planning to pursue the CFP® Certification. In addition, students may further prepare for the CFP® Exam by completing our highly recognized CFP Exam Review courses.

UCLA Extension works closely with industry experts, advisory boards, CFP Board, and professional associations to assure the PFP curriculum is relevant to current trends and practices. For the second year in a row, UCLA Extension’s PFP program was recognized as one of the 30 Great Schools for Financial Planning by Financial Planning Magazine (Nov’15 issue).

UCLA Extension Maintains CFP Board Registration

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 many strengths of the UCLA Extension Personal Financial Planning Certificates, including: well-qualified instructors and support staff; high level of retention; curriculum consistency; strong advisory board; partnership with local FPA chapter; UCLA academic oversight and assessment by relevant officers; and the long history and reputation of UCLA Extension…More

Program Features & Benefits

  • Academic Excellence – fully prepare for CFP Certification through academic course work that is approved by CFP Board and UCLA’s Anderson Graduate School of Management.
  • Broad & Comprehensive Curriculum – choose from two CFP Board-registered programs and two exam review courses that provide students with a solid foundation in the principles and practices of financial planning.
  • Real-world Learning – learn from instructors who are industry professionals and leaders with extensive hands-on experience.
  • Flexible & Accessible – complete your course work at a variety of locations and formats, including courses held at the UCLA campus or our downtown location, as well as instructor-led online classes.
  • Affordable – enroll and “pay as you go” with no large payments upfront, and total costs that are very competitive to other comparable programs.
  • Networking Opportunities – advance your career prospects by networking with peers, instructors, and industry professionals, both inside and outside the classroom.

Who Should Enroll

  • Financial Advisors, Bankers, Accountants, Insurance and Tax Professionals, and Attorneys.
  • Mid-career financial planning professionals who are preparing for the CFP® certification as well as other industry-related certifications.
  • Career changers who are considering a transition into the financial planning field.
  • Recent college graduates who are considering a career as a financial planner.

 

CFPCertified Financial Planner Board of Standards Inc. owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP (with flame logo)®, which it awards to individuals who successfully complete initial and ongoing certification requirements.
UCLA Extension does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP (with flame logo)® marks. CFP certification is granted only by Certified Financial Planner Board of Standards Inc. to those persons who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience and examination requirements.

 

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