MGMT X 430.516 - Financial Plan Development and Presentation Course

Delivery Options Online

Course Description

This course will require students to synthesize and apply elements of comprehensive financial planning. The course will require students to perform all functions of the financial planning process and apply the CFP Board's Practice Standards.

Course Outline

The course will require students to perform all functions of the financial planning process and apply the CFP Board’s Practice Standards.

Notes

Contact:
Philip Williams
pwilliams@unex.ucla.edu

Applies Towards the Following Certificates

General Business Studies : Electives - Business Management
General Business Studies with Concentration in Accounting : Electives - Business Management
General Business Studies with Concentration in Entrepreneurship : Electives - Business Management
General Business Studies with Concentration in Finance : Electives - Business Management
General Business Studies with Concentration in International Trade and Commerce : Electives - Business Management
General Business Studies with Concentration in Leadership : Electives - Business Management
General Business Studies with Concentration in Marketing : Electives - Business Management
General Business Studies with Concentration in Real Estate : Electives - Business Management
Personal Financial Planning: Accelerated Online : Required Courses
Study Abroad at UCLA Program : Required

Review Sections

MGMT X 430.516 - 397413

Financial Plan Development and Presentation Course

Summer 2024

Online

Available

Financial Plan Development and Presentation Course

Online

Aug 20, 2024 to Sep 12, 2024

55.0

Online

Standard Fee credit (4 units)

$975.00

4 units

Aug 22, 2024

Apr 21, 2019 to Sep 02, 2024

Section Notes

The UCLA Extension Accelerated Personal Financial Planning Program is a cohort based program enrollment is limited to those who have successfully completed the previous courses in the program.

Enrollment limited; Successful completion of previous required courses, enrollment prior to the first class required.

The University of California Los Angeles offers this program in partnership with Kaplan Professional, the leading provider of financial planning education and exam prep. Kaplan has helped more than 20,000 financial professionals earn their CFP® certification. The Executive Certificate in Financial Planning program is designed for professionals in the financial, insurance, and banking fields, as well as those looking to change careers.

Self-study may not be enough to succeed on the CFP® exam. Our outstanding instructors know the CFP® exam curriculum and how to prepare for the exam, and the live classroom setting provides the structure and focus you need. You will not only learn the material, but also how to apply it on exam day.

Section Materials

(Mandatory) Course syllabus not yet available.