Training Program Information

Financial Planning and Services

Financial Planning and Services. A program that prepares individuals to plan and manage the financial interests and growth of individuals and institutions. Includes instruction in portfolio management, investment management, estate planning, insurance, tax planning, strategic investing and planning, financial consulting services, and client relations.

Offered By: University of California Extension, Santa Barbara

Address:
Mail Code 1110, UCSB
Santa Barbara, CA 93106

Internet Link: http://www.extension.ucsb.edu

CONTACT:
Admissions Representative
Phone: 805-893-4200

Program Details

Program Title:	Financial Planning and Services

Program Description:	Financial Planning and Services. A program that prepares individuals to plan and manage the financial interests and growth of individuals and institutions. Includes instruction in portfolio management, investment management, estate planning, insurance, tax planning, strategic investing and planning, financial consulting services, and client relations.

Degree Offered:	Certificates < 2yrs.