Personal Financial Planning (Online)
UC Irvine Continuing Education · Irvine, CA
- Cost
- $8,375
- Length
- 47 weeks
- Working 6 months later
- 56%
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
- 431
- Finished the program
- 33%Based on 239 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
- 56%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
- Not reported
The job 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.
Where California publishes a separate figure for Anaheim-Santa Ana-Irvine MD (Orange 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 yearAnaheim-Santa Ana-Irvine MD: $125,044
- Projected openings
- 28,210Anaheim-Santa Ana-Irvine MD: 3,700
- 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.
Program details
This program provides online instruction, e-learning, or distance learning only.
The program is designed for bankers, accountants, stockbrokers and attorneys mid-career professionals in the finance industry who want to hone their skills and college graduates and other individuals who are considering a career in personal financial planning.
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
Orange County Workforce Solutions Center- Mobile Unit -Affiliate site
Phone: 866-500-6587
1300 S. Grand AvenueUse this link to find location-https://www.ocworkforce-solutions.com/mobile-unitSanta Ana, CA 92705about 5.7 miles away
Hours: Varies- Check website to book
Santa Ana WORK CenterComprehensive center
Phone: 714-565-2600
801 West Civic Center Drive,Suite 200Santa Ana, CA 92701about 7.2 miles away
Hours: Monday - Friday 8:00 a.m. - 5:00 p.m.
Has a veterans' representative
Orange County Workforce Solutions CenterAffiliate site
Phone: 866-500-6587
28202 Cabot RoadSuite 140Laguna Niguel, CA 92677about 11.9 miles away
Hours: Monday-Friday 9am-6pm, Saturday 9am-1pm
Has a veterans' representative
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 →