Personal Financial Planning Certificate (Hybrid)
UCLA Extension · Los Angeles, CA
- Cost
- $9,240
- Length
- 91 weeks
- Working 6 months later
- 29%
Program names, program descriptions and occupation titles appear here in English, because that is the only language the federal and state records publish them in. Everything else on this page is translated.
What happened to people who took this
- People enrolled
- 531
- Finished the program
- 100%Based on 90 peopleTypical California program: 85% of 1,951 reportingThat median pools every California program that reported this measure, whatever its length, credential, or field, and leaves out the ones that reported nothing. It is a reference point, not a rating of this program.
- Working 6 months later
- 29%Typical California program: 69% of 1,690 reportingThat median pools every California program that reported this measure, whatever its length, credential, or field, and leaves out the ones that reported nothing. It is a reference point, not a rating of this program.
- Earnings in one quarter after
- $22,500A single quarter of earnings, roughly three months, not a yearly salary. Do not compare it directly with the yearly pay shown for the occupation.Typical California program: $10,900 of 1,339 reportingThat median pools every California program that reported this measure, whatever its length, credential, or field, and leaves out the ones that reported nothing. It is a reference point, not a rating of this program.
The jobs this trains for
This describes the jobs people do, not the classes this program teaches. It comes from the U.S. Department of Labor, which asks people already doing the work. The Department publishes it in English only, so the job names and the sentences below stay in English on this page.
Trains for more than one job. The outlook shown is the weakest of them.
Where California publishes a separate figure for Los Angeles-Long Beach-Glendale MD (Los Angeles County), it appears beneath the statewide one. Statewide stays the headline: people who train here do not necessarily work here.
Personal Financial Advisors
Job ads may call this: Wealth Advisor · Wealth Manager · Financial Advisor · Financial Planner
Some of what people in this job do. The Department rates how important each one is, and they appear in that order.
- Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
- Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
- Answer clients' questions about the purposes and details of financial plans and strategies.
- Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
Show 4 more things this job involves
- Manage client portfolios, keeping client plans up-to-date.
- Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.
- Recommend financial products, such as stocks, bonds, mutual funds, or insurance.
- Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation.
- Typical pay in California
- $132,516per yearLos Angeles-Long Beach-Glendale MD: $122,101
- Projected openings
- 28,210Los Angeles-Long Beach-Glendale MD: 6,900
- Projected change
- +9.4%
- Usually needs
- Bachelor's degree
Getting in
- Experience needed first
- None
- Training after you are hired
- More than a year
New hires are trained on the job for more than a year after they start. The classroom part is the beginning of this work, not the whole of it.
These are the federal government's answers for the occupation, not rules this provider sets. California publishes the same two answers for every one of these jobs.
What people in this job actually studied
Most common: Four-year degree — 54% of the people doing this work.
California says this job usually needs: Bachelor's degree. 19% of the people doing it went less far than that.
- No high school diploma
- 0.5%
- High school diploma
- 4%
- Started college, no degree
- 10%
- Two-year degree
- 5%
- Four-year degree
- 54%
- Master's degree
- 22%
- Doctorate or professional degree
- 6%
This counts people already doing this job, across the whole United States. Every other figure on this page is California's, and the federal government publishes no state version of this one. It is what people happen to have, not a rule about who gets hired. A small row does not mean you would be turned away, and a large one is not a promise of a job.
Credit Counselors
Pay, hiring, and what people studied
Job ads may call this: Credit Counselor · Housing Counselor · Certified Credit Counselor · Financial Health Counselor
- Calculate clients' available monthly income to meet debt obligations.
- Explain services or policies to clients, such as debt management program rules, advantages and disadvantages of using services, or creditor concession policies.
- Create debt management plans, spending plans, or budgets to assist clients to meet financial goals.
- Assess clients' overall financial situations by reviewing income, assets, debts, expenses, credit reports, or other financial information.
Show 4 more things this job involves
- Prioritize client debt repayment to avoid dire consequences, such as bankruptcy or foreclosure or to reduce overall costs, such as by paying high-interest or short-term loans first.
- Recommend strategies for clients to meet their financial goals, such as borrowing money through loans or loan programs, declaring bankruptcy, making budget adjustments, or enrolling in debt management plans.
- Explain general financial topics to clients, such as credit report ratings, bankruptcy laws, consumer protection laws, wage attachments, or collection actions.
- Disburse funds from client accounts to creditors.
- Typical pay in California
- $68,246per yearLos Angeles-Long Beach-Glendale MD: $66,123
- Projected openings
- 1,690Los Angeles-Long Beach-Glendale MD: 500
- Projected change
- +4.2%
- Usually needs
- Bachelor's degree
Getting in
- Experience needed first
- None
- Training after you are hired
- 1 to 12 months
What people in this job actually studied
Most common: Four-year degree — 42% of the people doing this work.
California says this job usually needs: Bachelor's degree. 47% of the people doing it went less far than that.
- No high school diploma
- 1%
- High school diploma
- 12%
- Started college, no degree
- 23%
- Two-year degree
- 10%
- Four-year degree
- 42%
- Master's degree
- 10%
- Doctorate or professional degree
- 1%
Business Teachers, Postsecondary
Pay, hiring, and what people studied
Job ads may call this: Professor · Instructor · Business Professor · Associate Professor
- Prepare and deliver lectures to undergraduate or graduate students on topics such as financial accounting, principles of marketing, and operations management.
- Evaluate and grade students' class work, assignments, and papers.
- Initiate, facilitate, and moderate classroom discussions.
- Prepare course materials, such as syllabi, homework assignments, and handouts.
- Keep abreast of developments in the field by reading current literature, talking with colleagues, and participating in professional organizations and conferences.
- Typical pay in California
- $132,066per yearLos Angeles-Long Beach-Glendale MD: $103,252
- Projected openings
- 4,870Los Angeles-Long Beach-Glendale MD: 1,610
- Projected change
- +4.8%
- Usually needs
- Doctoral or professional degree
Getting in
- Experience needed first
- None
- Training after you are hired
- None
No earlier job experience is expected, and new hires are not put through a long training period. For work like this, a program is usually the way in.
What people in this job actually studied
Most common: Doctorate or professional degree — 49% of the people doing this work.
California says this job usually needs: Doctoral or professional degree. 52% of the people doing it went less far than that.
- No high school diploma
- 0.6%
- High school diploma
- 2%
- Started college, no degree
- 2%
- Two-year degree
- 2%
- Four-year degree
- 15%
- Master's degree
- 31%
- Doctorate or professional degree
- 49%
Program details
This is a hybrid or blended program providing both in-person and online instruction.
UCLA extensions certificate programs are designed for enrollees to improve and increase their skills in a particular area, or explore a new career in a different field. Each certificate program is a sequence of courses in a specialized field that builds both theoretical knowledge and practical skills, moving in complexity from basics to more advanced topics, concepts, and practical challenges. Courses are taught by highly regarded practitioners who are currently working in their field of specialization or are professors at UCLA and other colleges and universities. andidates successfully completing a certificate program are awarded a certificate bearing the eal of the University of California. Students who complete their curriculum with an ended GPA of 3.5 or higher will have the notation earned with distinction posted to their transcript and printed on their certificates. When compared to other statewide UC Extension course costs, UCLAs extensions certificate programs do not exceed the market average by more than 15%.
Someone else may be able to pay for this
This program was on California's Eligible Training Provider List when the state last reported it to the U.S. Department of Labor (2026-08-04). Programs on that list can be paid for through an Individual Training Account. Listings are renewed periodically and can lapse, so a program listed when the state last reported may not be listed today. Ask before you rely on it.
The place to ask is an America's Job Center of California
A comprehensive center is where all the required partner programs can be reached; an affiliate site offers some of them. California's Employment Development Department directs people to CareerOneStop's finder to locate one. Contacting a center before traveling is worth it — the state notes that its own staff are not physically present at every location.
The rule: 20 CFR 678.305 — What is a comprehensive one-stop center? · 20 CFR 678.310 — What is an affiliated site? · California EDD — Office Locator
West LA WorkSource Center/ AJCCComprehensive center
Phone: 310-309-6000
5446 Sepulveda BoulevardCulver City, CA 90230about 5 miles away
Hours: Monday - Friday 8:00 a.m. - 5:00 p.m.
Has a veterans' representative
West Adams WorkSource CenterComprehensive center
Phone: 323-293-6284
2900 Crenshaw Blvd.AADAPLos Angeles, CA 90016about 5.9 miles away
Hours: 9:00am-6:00pm Monday-Friday
South Los Angeles - WorkSource CenterComprehensive center
Phone: 562-445-3673
5343 Crenshaw BlvdLos Angeles, CA 90043about 7.3 miles away
Hours: Monday - Friday 8:00am - 5:00pm
Distances are straight-line, so the drive is longer. Call before you travel: opening hours here are as the federal directory published them, and the state notes its own staff are not present at every location.
Find a center anywhere in California, and check what is on the list today:
CareerOneStop — American Job Center Finder (U.S. DOL) · California EDD — Office Locator · California EDD — Eligible Training Provider List
How this gets paid for, and what to ask →
Whether a person can have a program paid for is decided by their local workforce development board and the America's Job Center staff who interview them — not by this site, and not by the training provider. California has 45 local workforce development areas and each sets its own policies, so the answer can differ between two people in neighboring counties. Nothing here is a promise of funding or a determination of eligibility.
The rules cited here, and the state and federal sites linked to, are published in English.
How this site gets its figures, and what they do not tell you →