UCLA Extension and CLU
California Institute of Finance
Transfer Agreement

Master in Business Administration-Financial Planning

Students who complete the Personal Financial Planning (PFP) certificate program from UCLA Extension will be eligible to transfer up to five courses toward the online Master of Business Administration (MBA) degree in Financial Planning at California Lutheran University (CLU).  The five UCLA Extension courses that are eligible for transfer to the California Lutheran MBA program form the core of UCLA Extension’s three certificates in Personal Financial Planning.

Completion of the UCLA Extension's Certificate in Personal Financial Planning equates to graduate credits in the California Lutheran University (CLU) MBA Financial Planning degree, under the following stipulations:

UCLA EXTENSION'S CERTIFICATE IN PERSONAL FINANCIAL PLANNING

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The required eight courses (32 quarter credits) earns the certificate, of which five core courses (20 quarter credits) are eligible for transfer to CLU’s MBA in Financial Planning program upon admission.

 

UCLA EXTENSION'S CERTIFICATE IN PERSONAL FINANCIAL PLANNING – ACCELERATED PROGRAM

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The required five courses (20 quarter credits) earns the certificate and are eligible for transfer to CLU’s MBA in Financial Planning program upon admission.
 
CAL LUTHERAN COURSES   SEMESTER CREDITS
BUS 501 Introduction to Financial Planning   3 Credits
BUS 502 Tax Management and Strategies   3 Credits
BUS 505 Employee Benefit and Retirement Planning   3 Credits
BUS 506 Risk Management and Insurance   3 Credits
BUS 507 Principles of Estate Planning   3 Credits

AWARDS AND HONORS

  

W.A.S.C. CFP Board of Standards U.S. News Ranks CLU a Top 20 School in the West USDLA Recipient of the USDLA 2007 Silver Award For Excellence In Distance Learning For Best Practices In Computer Programming





 
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