Professional Financial Planning Fact Sheet
As an open enrollment program, there are no application or admission requirements and students may enter the program at any time. Courses are taught throughout the year at regional centers across Southern California including Riverside and Torrance. The certificate may also be offered as a custom on-site program in which organizations are able to integrate existing work-related issues and projects into the curriculum.
The program is designed for investment, insurance and/or tax professionals, or those looking to enter the profession. Individual courses may be taken by those who are interested in gaining specialized understanding in a topic. Consumers and business students may also be interested in this coursework in order to understand financial planning principles, and develop their knowledge of planning products and services.
Members of the Professional Financial Planning Advisory Committee come from private and public organizations. Most are active professionals with years of teaching and training experience. The role of the Advisory Committee is to help shape the curriculum, lead the development of future offerings, identify trends in the discipline, expand partnership opportunities with organizations and professional associations, identify adjunct faculty and guest speakers to teach in the program, mentor students and expand the University’s reach to new audiences.
Following the University’s decades-long tradition in professional business education, this program is staffed by practitioner faculty who combine years of professional expertise with the ability to teach and train others. Faculty are continually reviewed by students and administrators to ensure they provide the most up-to-date and relevant information in the field. Faculty members posses a graduate degree, usually in management or a related field, and a commitment to continuing education.
Courses offer academic credit, and you may be able to apply these units toward a degree. All degree programs have unique requirements, so you are encouraged to speak with an academic advisor at their home institution to ensure the applicability of the program to their degree.
For information, contact firstname.lastname@example.org or 909-748-8868.
Download a printable version of Professional Financial Planning Certificate.