Finance Programs
UC Irvine Extension is a premier destination for personal financial planning and finance related continuing education. We have a wide range of finance-related programs to help you advance your knowledge base and develop competencies to succeed in the multi-faceted finance industry.
Personal Financial Planning (online  )
Master the body of knowledge necessary to provide sound financial planning advice while fulfilling the educational requirements to sit for the CFP certification exam.
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Personal Financial Planning Accelerated Program
Fast track your way toward CFP designation with this three-month intensive program. This program is ideal for those with a business-related professional degree (e.g. CPA, MBA, CPA) or those with significant work experience in the financial planning field.
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Review Course for the CFP Certification Examination
Interactive and intensive, this program covers the essential 101 CFP Board Topics plus test taking techniques to help you build confidence and increase your chance of passing the exam.
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Investor Relations (online )
The first and only online program developed in collaboration with the National Investor Relations Institute (NIRI), this series of courses equips you with the skills to successfully fulfill the investor relations role within your company.
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CFA Review Courses
Offered in collaboration with the Orange County Society of Investment Managers, these courses provide comprehensive immersion in the topics covered in the Level I, II, and III CFA Review exams.
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Financial Planning Association (FPA) Residency Program
Receive one-on-one mentoring from experienced CFP™ practitioners during this weeklong intensive program and gain valuable insight and expertise across the spectrum of client relationships and service.
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