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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 […]

CNB image

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 […]

Money Skills for Teens

Teaching Financial Literacy to Teens

Last month, I had the opportunity to visit Junior Achievement’s Finance Park in Glendale to witness first-hand their efforts to inspire and prepare youth to succeed through innovative financial literacy programs.  JA Finance Park™ allows 7th to 12th grade students to see, touch, and live the experience of personal finance in a real-life setting of […]

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 […]

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, […]