UCLA Extension courses

This capstone course bridges academic coursework with actual practice management by introducing students to the skills and tools needed for developing a comprehensive financial plan for a client. The first part of the course provides a review of the financial…

This course analyzes fundamental insurance principles and approaches to insurance needs. Instruction covers life, health, property, casualty and liability insurance, as well as the role insurance plays in financial and estate planning. You learn to integrate…

This course examines the issues and determination of tax liability for numerous events and activities as they relate to the financial plan. Students are given the necessary information and tools of income taxation to make financial planning decisions within…

An examination of the role of various investment vehicles in meeting financial goals, securities markets, sources of information about the various instruments traded and the procedure of trades. This course introduces various market theories, including modern…

This course introduces students to the profession of personal financial planning, emphasizing the identification and quantification of financial objectives and the interrelated facets of a wide range of technical personal financial planning material. The…

This course is based on the fundamental principle that the first step to successfully investing your money is to not lose it. Covering the theory and practice of behavioral finance, including a history of financial bubbles, scams, and a study of the…

This course examines how banks and other financial institutions operate in a globalized world. Instruction includes an overview of monetary policy and how the central bank regulates and supervises the banking system, as well as the tools employed for managing…

This course explores the basics of business valuation, including how businesses, equity and enterprise are valued. Students learn the main methods of valuation (intrinsic and relative), their strengths and weaknesses and when to apply each. Topics include…

This course is intended primarily for investors looking to acquire a small to mid-sized business, or corporate executives and professionals looking to expand their company's prospects via merger and acquisition (M&A). This course combines an analytical…

A survey of the various plans available to provide retirement and other investment-oriented employment benefits to employees, significant planning opportunities for tax deferral and capital accumulation, and the advantages and disadvantages of various…

This course covers tax and legal aspects of forming, operating and dissolving partnerships. Topics include the definition and conduct of a partnership; property, services, basis and holding periods; interest and liabilities; operational and at-risk rules;…

This course examines classification of corporations and associations, organization of corporations, transfers of property to and from a corporation, small business stock, dividend distributions, earnings/profits, property dividends, basic problems in…

This course provides a fundamental introduction to the complexities and responsibilities of payroll tax laws, forms and accounting; and is targeted to those who employ others, are responsible for complying with the various tax laws or work in a payroll…

This course is designed for attorneys, taxation professionals and others actively working in the real estate industry who are interested in taxation issues associated with real estate transactions. The course builds on the basic tax principles learned in MGMT…

This course is for accounting, tax and finance professionals; international business managers; and lawyers who work with cross-border transactions involving the United States. Instruction explores the application of U.S. tax law to U.S. individuals and…

This course provides practical knowledge of the day-to-day practices and procedures of the Internal Revenue Service from rulings, collections and criminal enforcement with specific references to statutes and regulations. Students are introduced to the civil…

This course teaches participants how to use QuickBooks Online, the cloud-based version of QuickBooks. Ideal for business owners, office managers, and bookkeepers, participants use a sample company to get hands-on experience with navigating through the…

This is the second course of the two-course Bookkeeping and Accounting Essentials sequence. This course covers accounting for promissory notes payable and receivable and the related interest calculations; the valuation of accounts receivable using various…

This introductory course is the first course in the Bookkeeping Essentials sequence and provides an overview of the essential skills needed to be a successful bookkeeper. The course is ideal for bookkeepers and accountants who are early in their career or…

In today's global business environment, with volatile worldwide capital markets and eroded investor confidence in corporate accountability, the demand for effective corporate governance and ethical conduct in ensuring reliable financial information is higher…

The business scandals of recent years have highlighted the importance of ethical behavior in the accounting profession. This course covers the elements necessary to make proper ethical decisions by first defining what ethics are and then identifying the…

This internship provides practical experience in a variety of accounting or taxation job functions within public accounting, private industry or the nonprofit environment and offers an opportunity to apply the material previously studied in your accounting or…

This course introduces students to the internal audit profession and the internal audit process and is designed for accounting, auditing and business students; CPAs, CIAs, and CMAs or candidates; controllers and internal auditors; financial and auditing…

This course examines the auditing principles governing the responsibilities of certified public accountants in their examination of clients' financial statements. Professional ethics, legal liability, internal control, evaluation, sampling techniques and…

This course covers the nature, objectives and procedures of cost accounting and control. Topics include job costing and process costing, joint product costing, standard costs, theories of cost allocation and absorption, uses of cost accounting data for…

This course, which takes place in a computer lab, covers the features and functions of Enterprise Business Software, often referred to as ERP Systems or Automated Accounting packages. The course covers the basic structure of these packages, order-to-cash…

This course introduces the basic principles and concepts of Enterprise Risk Management (ERM). You gain an understanding of how ERM integrates into an organization's governance structure and processes and explore the drivers for and value of an ERM program.…

This internship—which may be taken as a substitute for MGMT X 408.805 Capstone: Building the Preparedness Plan—provides practical experience and application of the knowledge and skills learned in the previous courses. Emergency Management and Homeland…

This course provides training and education to effectively deal with the success or failure of every preparedness plan: the human execution of best practices in a highly stressed environment. Learn how to increase plan effectiveness by working in advance to…

Every organization has unique vulnerabilities, assets, exposures, and employees. Learn the tools for applying a risk or vulnerability assessment to any organization and incorporating these assessments into thriving emergency plans. Emergency plans must then…

This course is designed to provide an introduction to the subject of sustainable supply chains in business. The course provides a basic understanding of the nature of complex supply chains, the role that sustainability plays in business, and the most commonly…

Responsible for maintaining financial controls and financial reporting of all production funds, the production accountant must provide timely and accurate reporting of the financial information that will enable the producers to maximize production values.…

What are the considerations involved in financing, packaging, selling or acquiring a financially viable film? Producers, filmmakers and screenwriters learn what makes a project attractive to potential buyers; study a variety of deal structures; and learn how…

This course covers the financial aspects of each step of the motion picture value chain (from development through profit participation) and considers the implications of financial choices. Designed to give you a general understanding of how financial deals…

With the entertainment industry converging into a worldwide mass media, both business and operation models continue to rapidly evolve. This introductory course for producers, directors, writers, development personnel and aspiring media executives examines the…

This is a reading and exercise-based class designed to explore and practice dialogue, voice and point-of-view in fiction and creative nonfiction. Each week, we read sample fiction and creative nonfiction to identify how the content is influenced by the…

This unique course explores key legal principles and contractual relationships within the film and television industry through a dynamic assortment of lectures and hands-on workshops. You develop a core understanding of subjects including idea protection,…

A practical primer on starting a business, staying in business, and thriving—whether in motion pictures, television or another entertainment industry venture. This course addresses essential issues regarding the legal and business affairs basics, planning,…

This is a slow meditative course, intended for those with little or no yoga experience, or those with physical limitations. In this course, we practice breathing techniques, chair yoga, and gentle vinyasa yoga, in which participants perform flowing asanas on…

Gain a broad exposure and intimate knowledge of the business aspects of sustainability through real-world business case studies. Key elements of this course include identifying practical tools, measuring performance and reviewing best practices. Upon…

Setting and description are foundational to a story and can support larger themes well—if done thoughtfully with fresh and vivid language, attention to detail, implication and perspective. They can, in effect, give one's characters a home or space to work…

Poets push language to the limits of its potential by forming words into sounds and images. In this workshop, you read examples from diverse contemporary poets as you learn how to craft images while avoiding clichés, employ simile and metaphor to enhance…

Romance novels generate just over one billion dollars in sales revenue annually in the United States. With online platforms allowing authors to learn to write better, find compatible publishers or publishing options and market the work product, there has…

The second in a two-course Principles of Financial Accounting sequence, this course covers corporations, analysis and interpretation of financial statements, and statements of cash flows, as well as examines accounting for operations of departments and…

This course is the first in a two-course Principles of Financial Accounting sequence and provides an introduction to accounting theory, principles and practice. Instruction covers the uses, communication and processing of accounting information, as well as…

This course presents the theory and application of managerial functions; the processes of planning, organizing, leading and controlling in a wide variety of organizational settings; and how the management of people and resources can accomplish organizational…

This course surveys marketing methods, practices and institutions from the perspectives of manufacturers, distributors and consumers. You examine marketing concepts, functions, operations and organizations of retail and wholesale enterprises; distribution…

This course demonstrates the advanced implementation of corporate finance through the presentation of theories and their applications. Students analyze stock and bond valuations, capital budgeting and working capital management, leasing, option pricing,…

This course introduces managerial finance fundamentals, with an emphasis on the methods and sources of financing for corporations. Topics covered include corporate financial analysis, financial planning procedures, present value and security valuation,…

Join us for our OLLI holiday lunch! Tis the season—to feast, repose, and fraternize with your fellow OLLI members at a festive offering just for OLLI@UCLA members. There will be food, prizes and entertainment.