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, Santa Cruz Extension (Santa Clara)

Address:
2505 Augustine Drive, Suite 100
Santa Clara, CA 95054

Internet Link: http://www.ucsc-extension.edu

CONTACT:
Michael Mrache
Phone: 408-861-3700

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.