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 (Sunnyvale)

Address:
1101 Pacific Avenue #200
Santa Cruz, CA 95060

Internet Link: http://www.ucsc-extension.edu
CONTACT:
Cindy Shook, Assistant Registrar
Phone: 831-427-6600

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.
 
 
 



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