Financial Planning

UCI Division of Continuing Education’s Personal Financial Planning and Applied Accounting programs are designed to meet your educational needs to start a new career or prepare for CFP® Certification and CPA licensure. Convenient courses make it easy to learn on your own time, in your own way. Courses are designed to ensure you gain mastery of a particular topic, and instructors, who are highly qualified leaders in their professions, give you the practical skills to apply what you learned immediately in the workplace.

Personal Financial Planning Certificate Program

For those new to the field or making a career change, this program (on-campus and online) provides the comprehensive job knowledge to become a Personal Financial Planner and meets the educational requirements for CFP® Certification. Offered year-round.

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Accelerated Option

For those professionals with a minimum of 3 years financial experience, this accelerated option also meets the educational requirements for CFP® Certification, and students can complete the entire program on select weekends over an 8-month period. Offered yearly in January.

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Applied Accounting Certificate Program

These courses meet the California Board of Accountancy educational requirements in Accounting Subjects to start an accounting career or to sit for the CPA Exam.Offered year-round.

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MBA in Financial Planning

Take the Next Step in Advancing your Financial Planning Career with Comprehensive and Customized Master’s-Level Programs.

The MBA in Financial Planning from California Lutheran University’s School of Management is one of the country’s most comprehensive master-level programs, providing financial planning professionals with the acumen needed to excel. The program is offered fully online with small classes taught by world-class faculty with an emphasis on ethics, character and client needs.

Now, there is a track designed specifically for those who have earned the CFP, replacing introductory level courses with more advanced, inter-disciplinary ones. The curriculum consists of 16 courses.

Specialized advanced courses including:

  • Social Psychology of Leading Clients
  • Strategic Financial Analysis
  • Planning for Business Owners
  • Investment and Portfolio Management
  • Psychological-Cultural Dynamics of Communication

The new Master of Science in Financial Planning is designed for financial planning professionals who require advanced technical and interpersonal skill to advance their career. Focused on the “art and science” of financial planning, this program allows you to customize your courses and earn an accredited degree that positions you for success in your chosen career path. The Master of Science in Financial Planning is also available in two tracks — for those who seek their CFP® and for those who already have it – and with year-round terms, you can start any time.

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Phone: (805) 493-3325

The MBA in Financial Planning Program is registered by the CFP Board of Standards.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ which it awards to individuals who successfully complete initial and ongoing certification requirements. California Lutheran University does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™ and marks. CFP certification is granted solely by Certified Financial Planner Board of Standards Inc. to individuals who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met ethics, experience and examination requirements.