University of California, Irvine - Division of Continuing Education
Certificate in Personal Financial Planning
Irvine, USA
Certificate
DURATION
26 months
LANGUAGES
English
PACE
Part time
APPLICATION DEADLINE
EARLIEST START DATE
Apr 2026
TUITION FEES
USD 8,005 *
STUDY FORMAT
Distance Learning
* approximate tuition
Key Summary
About: The Certificate in Personal Financial Planning provides a comprehensive introduction to financial planning principles and practices.
The program is designed to equip students with the essential skills needed to advise clients on personal finance matters, including investments, insurance, retirement, and estate planning.
It's flexible, allowing for both full-time and part-time study options.
Career Outcomes: Graduates can pursue various career paths in the financial services industry.
Potential roles include financial advisor, personal finance consultant, and wealth management specialist.
This certificate can also serve as a stepping stone for further education in finance or related fields.
This program is registered with Certified Financial Planner Board of Standards, Inc. The CFP Board is a certifying organization whose mission is to benefit the public by fostering professional standards in personal financial planning.
Note: Students pursuing the educational requirements to sit for the CFP® Certification Examination are required to complete the 8 required courses. Upon completion, please create an account at CFP.net. In order for UCI Division of Continuing Education to complete your education verification, please complete the Education Verification Request Form via DocuSign. There is a $195 fee implemented by the CFP® Board to complete the Education Verification.
Individuals with a qualifying credential for Accelerated Path to CFP® only need to complete the capstone Practicum course. Start by creating your account on CFP.net. Submit your credential documentation showing your qualified credential and completion of the capstone practicum course to education@cfpboard.org.
Students who pass the examination must also fulfill the work experience and ethics requirements as required by the CFP Board to become a CERTIFIED FINANCIAL PLANNER™. For more information about these requirements, visit the CFP® Board.
Course schedules are subject to change. Individual courses may be taken without enrolling in the full program.
Required Courses
MGMT X433.37 replaces MGMT X433.20 starting Winter 2026. Completing either course satisfies this requirement; learners should not take both.
- Principles of Financial Analysis
- Principles of Financial Analysis
- Survey of Personal Financial Planning
- Insurance Planning
- Investment Planning
- Income Tax Planning
- Retirement Planning
- Estate Planning
- Personal Financial Planning Practicum
- Obtain knowledge and skills that will enable you to offer sound financial advice and quality client service
- Acquire the job knowledge requirements to sit for the CFP Board’s CFP® Certification Examination
- Strengthen your professional network
- Students receive $100 discount on Dalton Education’s CFP® exam review course
Who Should Attend
- Bankers, accountants, stockbrokers and attorneys
- Mid-career professionals in the finance industry who want to improve their skills
- College graduates and other individuals who are considering a career in personal financial planning