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Course Description

The internship provides practical experience in a variety of financial planning job functions within the financial advisory and wealth management sectors, and it is an opportunity to apply the material previously studied in your personal financial planning courses. Students intern with sponsoring companies for a minimum of 120 hours and must secure their internship assignment and submit all required paperwork by June 17. This internship is eligible for three months of credit toward CFP Board's work experience requirement.

Course Outline

This internship provides practical experience in a variety of financial planning job functions within the industry and is an opportunity to apply the material previously studied in your personal financial planning courses.

Notes

Contact:
Greg Gonzalez
(310) 206-1654
ggonzale@unex.ucla.edu

Prerequisites

Restricted to students enrolled in the Personal Financial Planning Certificate and who have completed a minimum of five courses in the Personal Financial Planning Certificate program. International students must contact the International Student Office at (310) 825-9351 to confirm eligibility. 

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Section Title
Internship in Personal Financial Planning
Type
Online
Dates
Jun 24, 2024 to Sep 08, 2024
Delivery Options
Independent Study/Internship  
Course Fee(s)
Standard credit (4 units) $855.00 Click here to get more information
Available for Credit
4 units
Refund Request Deadline
Jul 05, 2024
Transfer Request Deadline
Jul 05, 2024
Withdrawal Request Deadline
Jul 06, 2024 to Sep 08, 2024
Instructors
  • Mark Cecchini
Section Notes

Enrollment limited. Internet access required.

Section Materials
  • (Mandatory) Course syllabus not yet available.
  • (Mandatory) No textbook required for this section
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