Personal Financial Planning

The courses in this section are part of UCLA Extension’s traditional evening and online Personal Financial Planning Certificate. This eight-course certificate is intended for financial planning professionals who want to expand their current careers or for individuals who are planning to pursue a career transition into this field. The courses also provide approved curriculum for students who are planning to sit for the CFP™ Certification Examination.

MGMT X 430.31

Survey of Personal Financial Planning

4.0 units

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. 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.

Recommended: May be taken prior to or concurrently with MGMT X 430.391 Financial Analysis in Personal Financial Planning. Both of these courses must be taken before all other courses in the Personal Financial Planning Certificate.

Reg# 392878

Fee: $855

No refund after 17 July.

ˆ Hybrid (Remote) 11 mtgs

Tuesday, 6:30-8:30pm, June 27-Sept. 12

Remote Classroom

Enrollment limited. & Gary Grewal MS, CFP® senior lead planner at Facet Wealth MGMT X 430.391

Financial Analysis in Personal Financial Planning

4.0 units

This course covers the basic analytic tools and mathematical techniques used in personal financial planning and introduces the economic concepts underlying the profession. Topics include percentage calculations, family cash flows, basic corporate financial statements, interest and compound growth, understanding the financial section of the newspaper, bond yield calculations, internal rate of return, net present value, basic statistics, and equity analysis. Economic concepts covered include national income accounting, the Federal Reserve System, economic indicators, recession, depression, inflation, deflation, supply and demand, and the money supply. An HP 12C calculator is required. May be taken concurrently with MGMT X 430.31 Survey of Personal Financial Planning. This course and MGMT X 430.31 Survey of Personal Financial Planning must be taken before all other courses in the Professional Designation in Personal Financial Planning.

Reg# 392886

Fee: $855

No refund after 30 June.

M Online

11 mtgs m ONLINE, page 1.

June 26-Sept. 10 7 & Dan Casey MBA, Certificate in Personal Financial Planning, UCLA Extension; CFP® Westlake Financial Advisors LLC.

X IN-PERSON, page 1. A REMOTE, page 1.

❍ HYBRID (IN-PERSON), page 1.

ˆ HYBRID (REMOTE), page 1.

7 WEB-ENHANCED COURSE, page 1.

& TEXTBOOK REQUIRED

C UC CREDIT