How do I become a CFP in California?
How do I become a CFP in California?
To becoming a CFP® professional, you must:
- Complete a CFP Board-registered education program.
- Sit for the CFP® exam.
- Hold or earn a bachelor’s degree from an accredited university or college within five years of passing the CFP® exam.
- Demonstrate financial planning experience.
Is UCLA Extension only for UCLA students?
No. While UCLA Extension is affiliated with the main UCLA campus, please note that UCLA Extension is a separate and distinct institution. Students enrolled at Extension are therefore considered UCLA Extension Students and are in fact separate from degree students on the main UCLA campus.
What are extension classes?
Extension classes are shortened courses that are open to residents of any age. People often participate in extension classes to learn a new skill or further their intellectual and personal development. Some take these as a way to earn continuing education credits required for professional development.
What is the UCLA Extension CFP certification program?
As a leading provider of personal financial planning educational programs, UCLA Extension offers this 8-course CFP Board registered certificate to equip you with a thorough understanding of financial planning standards and practice.
Is there an online course for a CFP certification?
Courses are offered in online and remote formats. UCLA Extension’s Personal Financial Planning Certificate Program is ranked #4 out of the 10 Best Online Certified Financial Planning (CFP) Programs by Financial Advisor Magazine.* UCLA Extension’s Personal Financial Planning certificate program is a CFP® Board-Registered Education Program.
Can I transfer my UCLA PFP certificate to another school?
Graduates of the UCLA Extension Personal Financial Planning (PFP) Certificate program are eligible to transfer up to five courses* toward the online Master of Business Administration (MBA) degree in Financial Planning at California Lutheran University (CLU). Speak to a program representative. Hours: Mon-Fri, 8am-5pm.
How many certificates does UCLA Extension offer?
Choose from over 100 academic certificates in the fields of study below, or explore a shorter specialization program. See what a certificate from UCLA Extension can do. If playback doesn’t begin shortly, try restarting your device. Videos you watch may be added to the TV’s watch history and influence TV recommendations.
