This course introduces students to the profession of personal financial planning, emphasizing the identification and quantification of financial objectives and the interrelated facets of a wide range of technical personal financial planning material.
DurationThis course introduces students to the profession of personal financial planning, emphasizing the identification and quantification of financial objectives and the interrelated facets of a wide range of technical personal financial planning material.
The course is intended for individuals who wish to become practitioners in financial planning, those considering a career transition, and for professionals currently in the financial services industry seeking to advance their careers--bankers, insurance and security brokers, investment and financial advisors, real estate professionals, CPAs, trust officers, and attorneys.
Topics include qualitative and quantitative methods used in the financial planning decision-making process. Additionally, the course covers principles of income taxation, investment analysis and procedure, insurance, employment benefit plans, estate planning, cash-flow management, ethics, strategies, and processes of professional practice.
What Yu Can Learn:
For over a century, UCLA Extension has helped prepare people to live better lives through the power of education.
As one of the nation’s oldest, largest and most comprehensive continuing and professional studies providers, UCLA Extension gives you a wide range of options to advance in your career, switch careers, or achieve personal growth.
UCLA Extension offers:
The excellence that comes with a UCLA-approved curriculum
Open enrollment—most courses require no admission decision
Evening, weekend, daytime and online courses
Locations throughout L.A.—Westwood, DTLA, and Woodland Hills
Certificate and specialization programs, transferable undergraduate
degree-credit, and continuing education credits
Custom programs and corporate education, available worldwide
Non-credit courses, workshops, and special events
Courses specifically designed for working adults, college students, and lifelong learners
Learn the fundamentals of financial planning in this prerequisite for the other courses in the financial planning program. Topics include financial planning functions, time value of money, economic and legal environments, financial analysis, and ethical and professional considerations.
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