New Fall Hours • COVID-19 Update

The Silicon Valley Campus is open 4–9:30 p.m. on Monday–Friday and 8 a.m.–5 p.m. on Saturday.

All campus visitors must be vaccinated, wear a mask, & submit a COVID symptom check. Visit our COVID page for updates.

Courses

Certificate courses open for enrollment

Upskill in 30 Days or Less

Comment Showing 9 courses for personal financial planning.

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Employment Benefits and Retirement Planning in Personal Financial Planning

FPLN.X411
Units: 3.5
Start / End Date
Cost
Instructor
Location
Section ID
01-19-2022 to 03-23-2022
$720
Lee Schuh
Remote
FPLN.X411.(8)
Enroll

Estate Planning

FPLN.X402
Units: 3.5
Start / End Date
Cost
Instructor
Location
Section ID
01-10-2022 to 03-28-2022
$720
Richard C Dayton
Santa Clara / Remote
FPLN.X402.(9)
Enroll
See complete class schedule here.

Applied Mathematics for Financial Planning

FPLN.X409
Units: 3.0
Start / End Date
Cost
Instructor
Location
Section ID
01-13-2022 to 03-24-2022
$725
Curtis S. Chen
Remote
FPLN.X409.(9)
Enroll

Personal Financial Planning, Survey

FPLN.X400
Units: 4.0
Start / End Date
Cost
Instructor
Location
Section ID
09-29-2021 to 12-08-2021
$800
Eric M. Solve
Remote
FPLN.X400.(9)
Enroll

Risk Management in Personal Financial Planning

FPLN.X405
Units: 3.5
Start / End Date
Cost
Instructor
Location
Section ID
01-11-2022 to 03-15-2022
$720
Jesse G Dogillo
Santa Clara / Remote
FPLN.X405.(7)
Enroll
See complete class schedule here.

Real Estate Investments for Professional Advisors

Bullhorn New
FPLN.800
CEU: 1.5 CEUs
Start / End Date
Cost
Instructor
Location
Section ID
10-13-2021 to 11-10-2021
$850
Richard (Rich) Arzaga
Remote
FPLN.800.(1)
Enroll

Investments in Personal Financial Planning: Principles and Methods

FPLN.X401
Units: 4.0

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Personal Financial Planning, Practicum

FPLN.X490
Units: 4.5

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Income Taxation in Personal Financial Planning

FPLN.X410
Units: 3.5

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Certificate courses open for enrollment

Upskill in 30 Days or Less