Business, ManageMent & LegaL

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Nov 20, 2013 (3 years and 9 months ago)

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Business, Management & Legal Enroll at uclaextension.edu or call (310) 825-9971
Business,
ManageMent
& LegaL
17 Accounting & Internal Audit
23 Business Economics, Math & Statistics
24 Business Ethics
25 Business Sustainability
25 Communication Skills
26 Credit Analysis & Management
26 Entrepreneurship
27 Small Business Management & Technology
28 Finance & Investments
31 Financial Literacy
32 Fundraising & Nonprofit Management
33 Homeland Security & Emergency Management
34 Risk, Security, & Resiliency Management
35 Human Resources Management &
Organizational Development
38 International Trade & Commerce
39 Leadership & Management
41 Legal Programs
42 Marketing & Advertising
45 Personal Financial Planning
47 Public Relations
49 Real Estate
52 Restaurant Management
52 Wine Education & Management
53 Taxation
Are You Completing
Your Certificate?
To take part in Extension’s
2014
Graduation Ceremony in June
,
you must be officially enrolled
in your desired certificate by
February 15, 2014 and have com-
pleted your program between
Fall 2013 and Summer 2014.
If you meet the above criteria
call (310) 206-1654 or email
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save your spot at the graduation.
Business, Management, and Legal
offers over 350 courses, confer-
ences, and seminars annually and is
home to 23 professional certificates
designed for business professionals
who want to make a powerful
com mitment to enhancing their
careers. Through our commitment
to academic excellence, professionals
can acquire the skills and knowl-
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Courses
Our courses are designed to meet
the needs of business professionals
at all levels, including those who
want to update their skills, change
careers, or prepare for industry cer-
tifications and exams. Courses are
held predominantly on the UCLA
campus as well as at our Lindbrook
Center and 1010 Westwood sites,
in downtown Los Angeles, and at
locations throughout the Southland.
A growing list of courses also are
offered online.
Many of our courses may be applied
for continuing education credit,
including relicensure credit for CPAs
(CPE) and attorneys (MCLE); recer-
tification credit for human resources
professionals; as well as continuing
education credit for insurance
licensees, CFP
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real estate profes sionals (OREA).
Conferences
Conferences currently are offered
in the fields of taxation and the
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lectures and panel discussions by
industry leaders. These 1-day
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Certificates
Certificates are designed to provide
the tools and resources for compet-
ing in the current and future busi-
ness environment. Our programs
integrate a balance of theory and
practice as needed for a particular
discipline. Certi ficates vary in
length but gen erally can be com-
pleted in 9 months to 5 years,
depending on the student’s progress
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Students interested in enrolling in
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For more information call
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Internships
Internships are available to students
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For more information see page 24.
Instructors
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Accounting &
Internal Audit
For more information call (310) 206-1304 or email
tcanton@uclaextension.edu.
Those students who plan to become accoun-
tants in public accounting or private industry
and who are preparing for the CPA examination
are advised to enroll in the Accounting Certifi-
cate. Students are advised to complete X 1A
and X 1B Principles of Accounting (or equiva-
lent courses) before enrolling in the certificate
since these are prerequisites for many courses
in the curriculum.
Those students who plan to pursue career
opportunities in internal auditing and who are
preparing for the CIA examination are advised
to enroll in the Internal Audit Certificate. Stu-
dents are advised to complete X 120A, X 120B
and X 120C Intermediate Accounting (or
equivalent courses) before enrolling in the
certificate since these are prerequisites for
many courses in the curriculum.
EE
Principles of Accounting
X 1A Management 4 units c
This course is the first in a 2-course Principles of
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 the recording, analyz-
ing, and summarizing procedures used in preparing
balance sheets and income statements. Additional topics
include accounting for purchases and sales, receivables
and payables, cash and inventories, plant and equipment,
depreciation and natural resources, intangible assets,
and payrolls. Sole proprietorships and partnerships also
are examined. Recommended course for students plan-
ning to enroll in the Accounting, Finance, or Taxation
Certificates. Required course in the Business Fundamen-
tals and Business Administration Certificates. Text:
Accounting Principles (11th ed.) by Weygandt, Kieso, and
Kimmel (John Wiley & Sons, Inc.). Internet access
required to retrieve course materials.
&
Reg# Z6090CA
Through Dec 6: $445 / After: $489
UCLA: 2250 School of Public Affairs Bldg.
Mon 6:30-9:30pm, Jan 6-Mar 24, 12 mtgs
(no mtg 1/20 & 2/17; 2 mtgs to be arranged)
Leon Garman, MS, recipient, UCLA Extension Distin-
guished Instructor Award, 2010
Reg# Z6126CA
Through Dec 9: $445 / After: $489
Downtown Los Angeles: 261 S. Figueroa St.,
Figueroa Courtyard, Suite 100W,
Classroom 106
Thu 6:30-9:30pm, Jan 9-Mar 27, 12 mtgs
Paul V. Anderson, MBA, Associate Professor, Azusa
Pacific University
Reg# Z6082CA
Through Dec 11: $445 / After: $489
Westwood: 209 Extension Lindbrook Center

✷ Sat 8:30am-4:30pm, Jan 11-Feb 8, 5 mtgs
Accelerated class: Read Chapters 1-3 before
the first class.
Manuel Barrios, MBA, Business Consultant, Career
Coach
EE
Principles of Accounting
X 1B Management 4 units c
The second in a 2-course Principles of Accounting
sequence, this course covers corporations, analysis and
interpretation of financial statements, and statements of
cash flows, as well as examines accounting for opera-
tions of departments and manufacturing. Additional
topics include cost accounting systems and variable
costing, budgeting as an aid to planning and control,
authorization and issuance of capital stock, reporting the
results of operations, bonds payable, income taxes, and
business decisions. Prerequisite: X 1A Principles of
Accounting. Recommended course for students planning
to enroll in the Accounting, Finance, or Taxation Certifi-
cates. Required course in the Business Fundamentals
and Business Administration Certificates. Text: Account-
ing Principles (11th edition) by Weygandt, Kieso, and
Kimmel (John Wiley & Sons, Inc.).
&
Reg# Z6463CA
Through Dec 8: $445 / After: $489
Downtown Los Angeles: 261 S. Figueroa St.,
Figueroa Courtyard, Suite 100W,
Classroom 106
Wed 6:30-9:30pm, Jan 8-Mar 26, 12 mtgs
Instructor to be announced
Reg# Z6203CA
Through Dec 7: $445 / After: $489
UCLA: 1270 School of Public Affairs Bldg.
Tue 6:30-9:30pm, Jan 7-Mar 25, 12 mtgs
Philippe Masbanji, BS, CPA
Reg# Z6087CA
Through Jan 22: $445 / After: $489
Westwood: 209 Extension Lindbrook Center

✷ Sat 8:30am-4:30pm, Feb 22-Mar 22, 5 mtgs
Accelerated class: Read Chapters 14-16
before the first class.
Manuel Barrios, MBA, Business Consultant, Career
Coach
EE
Intermediate Accounting
Theory and Practice
X 120A Management 4 units c
This is the first part in the 3-course Intermediate
Accounting sequence and covers the interpretation,
use, processing, and presentation of accounting infor-
mation and the preparation of principal accounting
statements. Topics include an overview of the concep-
tual framework of accounting, valuation, recording, and
presentation of the balance sheet, income statement,
and statement of cash flows. Students are introduced
to time value of money concepts, as well as, accounting
for cash, receivables, and the first part of inventories
Prerequisite: X 1A and X 1B Principles of Accounting,
or consent of instructor. Required course in the
Accounting Certificate. Internet access required to
retrieve course materials.
&
Reg# Z6127CA
Through Dec 6: $445 / After: $489
Downtown Los Angeles: 261 S. Figueroa St.,
Figueroa Courtyard, Suite 100W,
Classroom 106
Mon 6:30-9:30pm, Jan 6-Mar 24, 12 mtgs
(no mtg 1/20 & 2/17; 2 mtgs to be arranged)
Paul V. Anderson, MBA, Associate Professor, Azusa
Pacific University
Reg# Z6204CA
Through Dec 8: $445 / After: $489
UCLA: 220 Haines Hall
Thu 6:30-9:30pm, Jan 9-Mar 27, 12 mtgs
Anthony A. Hurwitz, CPA, MBA, Associate, PAR
Commercial Brokerage, Inc.
EE
Intermediate Accounting
Theory and Practice
X 120B Management 4 units c
This course is the second in a 3-course Intermediate
Accounting sequence and begins with the second part
of inventory accounting, and then covers accounting
for long-term assets and intangibles, current and long-
term liabilities, and stockholders’ equity. Prerequisite:
X 120A Intermediate Accounting Theory and Practice
or consent of instructor. Required course in the
Accounting Certificate.
&
Reg# Z6233CA
Through Dec 7: $445 / After: $489
Downtown Los Angeles: 261 S. Figueroa St.,
Figueroa Courtyard, Suite 100W,
Classroom 107A
Tue 6:30-9:30pm, Jan 7-Mar 25, 12 mtgs
Kendall L. Simmonds, MBA
Reg# Z6172CA
Through Dec 8: $445 / After: $489
UCLA: 1749 Physics & Astronomy Bldg.
Wed 6:30-9:30pm, Jan 8-Mar 26, 12 mtgs
Gary L. Krausz, MAcc, CPA, Accounting Manager,
Gursey, Schneider & Co. LLP
Join Us at Our
Free Events
Homeland security & emergency
Management (HseM)/Risk, security, &
Resiliency Management (RsRM)
Nov 12-22, Reg# Z4239CA
For more information call
(310) 206-2920
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Real estate Certificate
Nov 12-22, Reg# Z7273CA
For more information call
(310) 206-1555
.
Personal Financial Planning Online
accelerated Program
Nov 19 & 20, Reg# Z6993CA
For more information call
(310) 206-1689
or email
pwilliam@uclaextension.edu.
internal audit Certificate
Nov 21 & 22, Reg# Z6891CA
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or email
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Credit analysis &
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Nov 12-22, Reg# Z4240CA
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small Business Management
& technology
Nov 12-22, Reg# Z4798CA
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or
Sat, Apr 19, 10am-12pm
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For more information or to
R.S.V.P. call
(310) 825-0741
or
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Thu, Dec 5, 6-8pm, Reg# Z7178CA
Downtown Los Angeles:
Room 108 Figueroa Courtyard
261 S. Figueroa St.
(please do not park before 5:30pm)
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pwilliam@uclaextension.edu.
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Or, combine formats and locations
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18
Business, Management & Legal Enroll at uclaextension.edu or call (310) 825-9971
EE
Intermediate Accounting
Theory and Practice
X 120C Management 4 units c
This is the third part in the 3-course Intermediate
Accounting sequence and covers complex accounting
issues such as accounting for investments, revenue
recognition, pension plans, leases, accounting for
income taxes, accounting changes, preparation of the
statements of cash flows, and an overview of financial
statement analysis. Prerequisite: X 120B Intermediate
Accounting Theory and Practice or consent of instructor.
Required course in the Accounting Certificate.
&
Reg# Z6235CA
Through Dec 8: $445 / After: $489
Downtown Los Angeles: 261 S. Figueroa St.,
Figueroa Courtyard, Suite 100W,
Classroom 107A
Wed 6:30-9:30pm, Jan 8-Mar 26, 12 mtgs
Kendall L. Simmonds, MBA
Reg# Z6466CA
Through Dec 9: $445 / After: $489
UCLA: 2434 Physics & Astronomy Bldg.
Thu 6:30-9:30pm, Jan 9-Mar 27, 12 mtgs
Terrence A. Lucero, MS, Terrence A. Lucero, CPA, A
Professional Corporation
EE
Management Accounting
XL 122 Management 4 units c
This course covers the nature, objectives, and proce-
dures of cost accounting and control. Topics include job
costing and process costing, joint product costing,
standard costs, theories of cost allocation and absorp-
tion, uses of cost accounting data for management
decision making, accounting for manufacturing over-
head, cost budgeting, cost reports, distribution costs,
standard costs, differential cost analysis, profit-volume
relationships, and break-even analysis. Designed for
people who are preparing for careers in accounting or
those currently in production planning, materiel control,
production control, program management, pricing, and/
or purchasing. Prerequisite: X 1B Principles of Account-
ing or consent of instructor. Required course in the
Accounting Certificate.
&
Reg# Z6183CA
Through Dec 7: $445 / After: $489
UCLA: 2434 Physics & Astronomy Bldg.
Tue 6:30-9:30pm, Jan 7-Mar 25, 12 mtgs
Sam E. Boutari, MSc, PhD, consultant
EE
Advanced Accounting
Theory and Practice
X 124A Management 4 units c
This course examines intercompany transactions, par-
tially owned subsidiaries, and parent company vs. entity
theory valuation of minority interest in subsidiaries. Topics
include business combinations; purchase vs. pooling of
interests; accounting for mergers, consolidations, and
acquisition of subsidiaries; cost vs. equity method of
accounting for operations of subsidiaries; preparation of
financial statements; and home office and branch office
relationships. Prerequisite: X 120A, B, and C Intermediate
Accounting Theory and Practice and XL 122 Manage-
ment Accounting, or consent of instructor. Required
course in the Accounting Certificate.
&
Reg# Z6186CA
Through Dec 9: $445 / After: $489
Downtown Los Angeles: 261 S. Figueroa St.,
Figueroa Courtyard, Suite 100W,
Classroom 107A
Thu 6:30-9:30pm, Jan 9-Mar 27, 12 mtgs
Sam E. Boutari, MSc, PhD, consultant
EE
Advanced Accounting
Theory and Practice
X 124B Management 4 units c
This course examines partnerships and joint ventures;
installment and consignment sales; receiverships,
estates, and trusts; and governmental units. International
operations, including accounting for transactions with
foreign companies, use of foreign exchange contracts to
hedge against foreign currency fluctuations, and transla-
tion of accounts of foreign subsidiaries and branches,
also are covered. Prerequisite: X 124A Advanced
Accounting Theory and Practice or consent of instructor.
Required course in the Accounting Certificate.
&
Reg# Z6189CA
Through Dec 6: $445 / After: $489
UCLA: 2434 Physics & Astronomy Bldg.
Mon 6:30-9:30pm, Jan 6-Mar 24, 12 mtgs
(no mtg 1/20 & 2/17; 2 mtgs to be arranged)
Sam E. Boutari, for credits see page 18.
EE
Federal Income Taxation
X 127 Management 4 units c
39.5 hours of MCLE credit available.
Prerequisite: X 1A and X 1B Principles of Accounting,
or consent of instructor. Core course in the Taxation
Certificate. Required course in the Accounting Certificate.
For more information see page 53.
&
Reg# Z6391CA
Through Dec 8: $495 / After: $539
UCLA: 2270 School of Public Affairs Bldg.
Wed 6:30-9:30pm, Jan 8-Mar 26, 14 mtgs
(2 mtgs to be arranged)
Morton D. Rosenthal, JD, attorney
EE
Auditing: Financial
X 423 Management 4 units
36.75 hours of MCLE credit available.
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, sam-
pling techniques, and audit reports, as well as a study
of the statements on auditing standards issued by the
American Institute of CPAs, are discussed. Instruction
emphasizes verification of the major items reported in
clients’ statements, audit programs, and case studies.
Prerequisite: X 120A, B, and C Intermediate Accounting
Theory and Practice, or consent of instructor. Required
course in the Accounting Certificate.
&
Reg# Z6173CA
Through Dec 9: $475 / After: $519
Downtown Los Angeles: 261 S. Figueroa St.,
Figueroa Courtyard, Suite 100W,
Classroom 107B
Thu 6:30-9:45pm, Jan 9-Mar 27, 12 mtgs
J. Carlos G. Punzalan, BA, CPA, Audit Partner (Ret.),
RBZ, LLP
EE
Internal Auditing
X 423.2 Management 4 units
This course introduces students to the internal audit
profession and the internal audit process and is
designed for accounting, auditing, and business stu-
dents; CPAs, CIAs, and CMAs or candidates; controllers
and internal auditors; financial and auditing managers;
corporate executives; and federal and state auditors
and managers. Topics include the definition of internal
auditing, The IIA’s International Professional Practices
Framework (IPPF), risk, governance and control issues,
and conducting internal audit engagements, including
report writing and interviewing skills. Additional topics
include Internal Auditing (IA) standards; internal con-
trols; managing the IA department; IA working papers,
procedures, evidences, sampling, and flowcharting; 30
major areas of operational auditing, such as production,
marketing, finances, EDP, purchasing, and personnel;
fraud detection, including a discussion of the latest
developments in financial crimes; major areas of man-
agement auditing; IA reports; and evaluation of the IA
function. Prerequisite: X 120A, B, and C Intermediate
Accounting Theory and Practice, or consent of instructor.
Required course in the Accounting Certificate and the
Internal Audit Certificate.
&
Reg# Z6194CA
Through Dec 8: $445 / After: $489
UCLA: 2434 Physics & Astronomy Bldg.
Wed 6:30-9:30pm, Jan 8-Mar 26, 12 mtgs
Sam E. Boutari, MSc, PhD, consultant
EE
International Accounting
X 423.4 Management 4 units
This course is designed for students of accounting and
international business professionals who are working
for public accounting firms, corporations, and other
enterprises engaged in international business, as well
as governmental institutions and international organiza-
tions. Instruction covers a broad range of accounting
challenges faced by multinational enterprises, including
the transition from GAAP to IFRS, the ways different
countries perceive and interpret certain accounting
topics, and the rationale for how to deal with them.
Case studies illustrate the specific day-to-day account-
ing issues that are encountered in international busi-
ness operations. Prerequisite: X 1A and X 1B Principles
of Accounting, or consent of instructor. Business-related
elective in the Accounting Certificate.
&
Reg# Z6205CA
Through Dec 7: $445 / After: $489
UCLA: 1256 School of Public Affairs Bldg.
Tue 6:30-9:30pm, Jan 7-Mar 25, 12 mtgs
Dewey Norton, MA, CMA, MBA
EE
Internship in Accounting
X 423.42 Management 5 units
The internship provides practical experience in a variety
of accounting job functions within public accounting,
private industry, or the nonprofit environment, and is an
opportunity to apply the material previously studied in
your accounting courses. Students intern with sponsor-
ing companies for a minimum of 75 hours and must
secure their internship assignment before enrolling.
Business-related elective in the Accounting Certificate.
International students must contact the International
Student Office at (310) 825-9351 to confirm eligibility.
Restricted course; web enrollments automatically
generate a “Permission to Enroll” request, after which
our advisor will contact you. Students enrolled in the
Accounting Certificate qualify for a discounted fee.
Visitors not permitted.
Reg# Z6206CA
Fee: $635
Philippe Masbanji, BS, CPA
EE
Ethics in Accounting
X 423.422 Management 4 units
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 questions that need
to be asked in everyday business practices. Key ethical
standards specific to the accounting profession are
explored, highlighting the unique role of the accountant
both as “trusted advisor” to his/her client and the (often
conflicting) role of “reporter” of financial information to
the marketplace and governmental agencies. The course
begins with a study of the earliest models of business
ethics through today’s professional requirements of the
AICPA Code of Professional Conduct, the State Board of
Accountancy, and other regulatory agencies. Instruction
includes writing assignments, classroom lecture, and
presentations based on assigned readings. Students
leave the course with a better overall understanding of
the challenges of ethical business practices. Required
course in the Accounting Certificate.
&
Reg# Z6174CA
Through Dec 7: $445 / After: $489
UCLA: 3129 Rolfe Hall
Tue 6:30-9:30pm, Jan 7-Mar 25, 12 mtgs
Steven L. Jager, BA, MS, Taxation, CPA, Principal,
Steven L. Jager, CPA, An Accountancy Corporation
EE
Information Technology (IT) Auditing
X 423.427 Management 4 units
This course provides an overview to Internal Audit’s role
in planning, organizing, operating, and monitoring
Information Technology within the enterprise. Specific
topics include acquiring and implementing technology,
system acquisition controls, system development con-
trols, IT service delivery, monitoring and evaluating IT
effectiveness, risk management, information security,
business continuity, and information assurance/data
integrity. This course also examines various models and
frameworks, such as COBIT and ITIL, which provide a
unified approach to IT management, operation and
evaluation. You learn approaches to evaluating and
addressing technology risk throughout an enterprise
from the perspective of internal and external auditing.
Prerequisite: X 423 Auditing: Financial and X 423.2
Internal Auditing or consent of instructor Required
course in the Internal Audit Certificate.
Reg# Z6207CA
Through Dec 9: $445 / After: $489
UCLA: 1329 School of Public Affairs Bldg.
Thu 6:30-9:30pm, Jan 9-Mar 27, 12 mtgs
Instructor to be announced
EE
Accounting for Non-Accountants
X 429 Management 4 units
This course is designed for non-accounting managers
and personnel in organizations of all sizes who must
work with and understand internal accounting and
financial data—without overemphasizing the detailed
mechanics and technical language of accounting. It also
is appropriate for entrepreneurs and business owners
who desire a greater understanding of what accounting
and financial information systems can and should be
supplying them. Students gain the knowledge and skills
necessary for interpreting reported accounting data and
Daytime Accelerated Courses
Ideal for students who have limited
time and want to challenge them-
selves, the Department of Business,
Management, and Legal Programs
now offers courses in a daytime,
accelerated format.
Classes are held between 9am-5pm
and will be completed in 6 weeks
or less. These courses can be
taken individually or applied to a
certificate program.
Courses offered in this format:
Management theory, Policy and Process
Page 40.
Marketing Principles and Practices
Page 42.
social Media Marketing
Page 42.
the Power of Brand: Brand Management
Page 43.
global Business skills: Planning and
negotiating strategies
Page 39.
For More Information
uclaextension.edu/accelerated
Enroll at uclaextension.edu or call (310) 825-9971 Business, Management & Legal
19
evaluating its impact, including an overview of the
financial and managerial accounting process. Topics
include fundamental accounting, accounting for sales,
cost of sales and inventory, cash and internal control,
depreciation method, financial statement analysis, and
cash flow.
&
Reg# Z6228CA
Through Dec 8: $445 / After: $489
UCLA: 1256 School of Public Affairs Bldg.
Wed 6:30-9:30pm, Jan 8-Mar 26, 12 mtgs
Nidal B. Ramadan, CPA, MBA, Internal Revenue Agent
Seminars
Introduction to QuickBooks
828.44A Management 1.4 CEU
Part 1 of 2 courses that provide instruction on the
objectives covered for the QuickBooks Certified User
exam. In this course, students become skilled at setting
up and maintaining their financial record keeping using
QuickBooks. Ideal for business owners, office managers
and bookkeepers, participants learn “hands-on” how to
expertly navigate through the program using a combi-
nation of menu items, icons, and keyboard shortcuts.
Instruction begins with an in-depth look into Quick-
Books and how to set up your company files from
scratch, as well as how to create a good quality chart
of accounts. A checklist for businesses converting from
another system to QuickBooks also is covered. Partici-
pants have the opportunity to perform a number of
day-to-day business transactions, including how to
invoice a customer and apply customer payments
(accounts receivable), how to track and pay your bills
(accounts payable), and how to set-up and reconcile
your bank accounts. Instruction provides an overview
of the reports that are available, including how to create
a customized profit and loss statement and customized
balance sheet, and how to interpret the data. Class
participation is highly encouraged. Enrollment limited.
Advance enrollment is highly recommended. Single
admission at the door, space permitting; payment by
credit card only.
Reg# Z6790CA
Through Jan 22: $245 / After: $269
Westwood: 211 UCLA Extension Bldg.

✷ Sat 8:30am-4:30pm, Feb 22-Mar 1, 2 mtgs
Crystalynn Shelton, BA, Business Advisor, Small Busi-
ness Development Center, Santa Clarita, CA; Certified
QuickBooks Pro advisor
Financial Modeling and Applications:
Tips and Techniques Using Excel
831.81 Management 0.8 CEU
Includes course materials.
Enrollment limited. Advance enrollment is highly recom-
mended. Single admission at the door, space permit-
ting; payment by credit card only. For more information
see page 30.
Reg# Z6987CA
Through Jan 22: $159 / After: $175
Westwood: 202 Extension Lindbrook Center

✷ Sat 8:30am-4:30pm, Feb 22, 1 mtg
Eric W. Augusta, MBA, Senior Financial Executive, Vice
President, Financial Planning and Analysis, E. W.
Augusta & Associates
Personal Finance Series
833.818 Management 1.8 CEU
Includes course materials.
Advance enrollment is highly recommended. Single
admission at the door, space permitting; payment by
credit card only. For more information see page 31.
Reg# Z6922CA
Through Dec 25: $195 / After: $209
Westwood: 216 Extension Lindbrook Center

✷ Sat 9am-3pm, Jan 25; Feb 15; Mar 22, 3 mtgs
Online Courses
For technical requirements see page 4.
EE
Principles of Accounting
m
X 1A Management 4 units c
Recommended course for students planning to enroll
in the Accounting, Finance, or Taxation Certificates.
Required course in the Business Fundamentals and
Business Administration Certificates. Enrollment limited.
For more information see page 17.
&
Reg# Z5886CA
Through Dec 8: $555 / After: $605
Jan 8-Feb 12
Accelerated section
Paul J. Prinster, BA, MBA, DBA, CFO, AST, Inc.
Reg# Z5885CA
Through Dec 8: $555 / After: $605
Jan 8-Mar 26
Kurt M. Hull, MBA, CPA, consultant
Reg# Z5883CA
Through Dec 8: $555 / After: $605
Jan 8-Mar 26
Leon Garman, MS, recipient, UCLA Extension Distin-
guished Instructor Award, 2010
EE
Principles of Accounting
m
X 1B Management 4 units c
Prerequisite: X 1A Principles of Accounting or consent
of instructor. Recommended course for students plan-
ning to enroll in the Accounting, Finance, or Taxation
Certificates. Required course in the Business Funda-
mentals and Business Administration Certificates.
Enrollment limited. For more information see
page 17.
&
Reg# Z5887CA
Through Dec 8: $555 / After: $605
Jan 8-Mar 26
David B. Harmon, MBA, CPA, CIA, CFE, CCSA
Reg# Z5888CA
Through Jan 19: $555 / After: $605
Feb 19-Mar 26
Accelerated section
Paul J. Prinster, for credits see page 19.
EE
Intermediate Accounting
Theory and Practice
m
X 120A Management 4 units c
Prerequisite: X 1A and X 1B Principles of Accounting,
or consent of instructor. Required course in the
Accounting Certificate. Enrollment limited. For more
information see page 17.
&
Reg# Z5890CA
Through Dec 8: $555 / After: $605
Jan 8-Mar 19
David Reinus, MBA, CPA, owner, David Reinus, CPA
Reg# Z5889CA
Through Dec 8: $555 / After: $605
Jan 8-Mar 19
Lee P. Krueger, MBA, Senior Finance Manager, Walt
Disney World Co.
Reg# Z5891CA
Through Dec 15: $555 / After: $605
Jan 15-Mar 26
Kevin J. McFarlane, DBA, MBA, CFO, Academic
Achievement Group LLC/Broomfield Education Group
LLC
EE
Intermediate Accounting
Theory and Practice
m
X 120B Management 4 units c
Prerequisite: X 120A Intermediate Accounting Theory
and Practice. Required course in the Accounting Cer-
tificate. Enrollment limited. For more information see
page 17.
&
Reg# Z5892CA
Through Dec 8: $555 / After: $605
Jan 8-Mar 19
Brenda Forde, MBA, CPA
Reg# Z5893CA
Through Dec 15: $555 / After: $605
Jan 15-Mar 26
Ming-Chun Lu, MBT, CPA, Senior Accountant, Northrop
Grumman
Group A:
9 Required Accounting Courses
All students must complete all 9
accounting courses in Group A for
a total of 36 quarter units as well as
the Business Ethics requirement.
X 120a intermediate accounting
theory and Practice
X 120B intermediate accounting
theory and Practice
X 120C intermediate accounting
theory and Practice
XL 122 Management accounting
X 124a advanced accounting
theory and Practice
X 124B advanced accounting
theory and Practice
X 127 Federal income taxation
X 423 auditing: Financial
X 423.2 internal auditing
Ethics Requirement
X 423.422 ethics in accounting
May be taken at any time during
the program.
Group B:
Business-Related Electives
An addi tional 36 quarter units
of electives may be acquired
through accredited business-
related courses pre vious ly taken
and approved by the certificate
program advisor and/or those
listed under Group B. Therefore,
the number of electives taken
from Group B ranges from
0-9 courses, depend ing upon a
review of each student’s official
university/college transcript.
Visit uclaextension.edu/accounting
for a complete list of suggested
Group B business-related electives.
Candidacy Fee
An application for candidacy and a
nonrefundable fee of $175 must be
submitted by the completion of the
second course to officially enroll
in this program under its current
curriculum. For an application,
visit uclaextension.edu/bamcert or
call
(310) 206-1654
.
CPA Designation
The California State Board
of Accountancy recognizes
UCLA Extension’s Certificate
in Accounting as a program that
satisfies the educational require ments
for becoming a Certified Public
Accountant. To sit for the CPA
examination, candidates must have
a baccalaureate degree from an
accredited college or university and
have completed 36 quarter units of
accounting courses and 36 quarter
units of business-related courses.
For more infor ma
tion, including
new CPA licensing requirements
beginning in 2014, contact the
California Board of Accountancy
at
(916) 263-3972
or
263-3974
or
dca.ca.gov/cba. Candidates outside
of California should check for
specific rules that apply to each
state or jurisdiction at nasba.org
or beckerCPA.com/state.
Becker CPA Review
This comprehensive review pro-
gram prepares students for all parts
of the CPA Examination. For more
information, including a complete
course schedule and enrollment
restrictions, see page 21.
For more information about
the Becker CPA Review visit
BeckerCPA.com.
Accounting Certificate
Recognized by employers throughout Los Angeles and beyond, UCLA
Extension’s Accounting Certificate equips students with a thorough
understanding of accounting stan dards and principles. The certificate
is primarily designed for students who are preparing to sit for the CPA
Examination, as well as providing relevant course work for students
considering the CMA, CIA, and CFA certifications.
To meet the busy schedules of working professionals, students have
the f lexibility to complete their courses through traditional, classroom
ses sions held during the evening or through our online, instructor-led
format. Students are advised to complete X 1A and X 1B Principles of
Accounting (or equivalent courses) prior to enrolling in the certificate.
For More Information
(310) 206-1654
| ucalextension.edu/accounting
20
Business, Management & Legal Enroll at uclaextension.edu or call (310) 825-9971
EE
Intermediate Accounting
Theory and Practice
m
X 120C Management 4 units c
Prerequisite: X 120B Intermediate Accounting Theory
and Practice or consent of instructor. Required course
in the Accounting Certificate. Enrollment limited. For
more information see page 17.
&
Reg# Z5894CA
Through Dec 8: $555 / After: $605
Jan 8-Mar 19
Deidra Renee Duncan, MBA, CPA
Reg# Z5895CA
Through Dec 15: $555 / After: $605
Jan 15-Mar 26
Richard E. Lillie, MAS, EdD, CPA, Assistant Professor
of Accounting, Cal State San Bernardino
EE
Management Accounting
m
XL 122 Management 4 units c
Prerequisite: X 1B Principles of Accounting or consent
of instructor. Required course in the Accounting Certifi-
cate. Enrollment limited. For more information see
page 18.
&
Reg# Z5899CA
Through Dec 8: $555 / After: $605
Jan 8-Mar 26
Danny S. Litt, MBA, MS, consultant
Reg# Z5900CA
Through Dec 8: $555 / After: $605
Jan 8-Mar 26
Chee-Sum Tan, MBA, FCCA, CPA, CFA, ABV, Controller/
Accounting Manager, Union Bank of California
EE
Advanced Accounting
Theory and Practice
m
X 124A Management 4 units c
Prerequisite: X 120A, B, and C Intermediate Accounting
Theory and Practice and XL 122 Management Account-
ing, or consent of instructor. Required course in the
Accounting Certificate. Enrollment limited. For more
information see page 18.
&
Reg# Z5897CA
Through Dec 8: $555 / After: $605
Jan 8-Mar 26
Wendy Walston Achilles, PhD, CPA
Reg# Z5896CA
Through Dec 8: $555 / After: $605
Jan 8-Mar 26
Larry B. Wolod, CPA, JD, LLM
EE
Advanced Accounting
Theory and Practice
m
X 124B Management 4 units c
Prerequisite: X 124A Advanced Accounting Theory and
Practice or consent of instructor. Required course in the
Accounting Certificate. Enrollment limited. For more
information see page 18.
&
Reg# Z5898CA
Through Dec 15: $555 / After: $605
Jan 15-Mar 26
Larry B. Wolod, for credits see page 20.
EE
Federal Income Taxation
m
X 127 Management 4 units c
39.5 hours of MCLE credit available.
Prerequisite: X 1A and X 1B Principles of Accounting,
or consent of instructor. Core course in the Taxation
Certificate. Required course in the Accounting Certifi-
cate. Enrollment limited. For more information see
page 20.
&
Reg# Z6223CA
Through Dec 8: $555 / After: $605
Jan 8-Mar 26
Wendy Walston Achilles, PhD, CPA
Reg# Z6224CA
Through Dec 8: $555 / After: $605
Jan 8-Mar 26
Dana N. Leland, PhD
EE
Accounting and Enterprise
Business Systems
m
X 420.18 Management 4 units
This course covers the features and functions of Enter-
prise Business Software, often referred to as ERP
Systems or Automated Accounting packages. The
course covers the basic structure of these packages,
order-to-cash process, procure-to-pay process, and
financial management process. Instruction includes the
following modules: general ledger, accounts payable,
accounts receivable, payroll, order entry, inventory,
purchasing and executive information. The course
touches briefly on manufacturing issues. Other topics
include different approaches to automating accounting,
database design, operating procedures, and internal
controls. Participants learn several tips on the selection
and implementation of e-business software, including
contract negotiations issues. Prerequisite: X 1A and
X 1B Principles of Accounting, or consent of instructor.
Enrollment limited.
&
Reg# Z5905CA
Through Dec 15: $555 / After: $605
Jan 15-Mar 26
Vishal Munsif, PhD
EE
Auditing: Financial
m
X 423 Management 4 units
36.75 hours of MCLE credit available.
Prerequisite: X 120A, B, and C Intermediate Accounting
Theory and Practice, or consent of instructor. Required
course in the Accounting Certificate. Enrollment limited.
For more information see page 20.
&
Reg# Z5901CA
Through Dec 8: $555 / After: $605
Jan 8-Mar 26
Kurt M. Hull, MBA, CPA, consultant
Reg# Z5902CA
Through Dec 8: $555 / After: $605
Jan 8-Mar 26
Maria Hernandez-Alamin, BA, CPA, CIA
EE
Nonprofit Accounting
m
X 423.18 Management 4 units
34 hours of MCLE credit available.
Nonprofit organizations represent one of the fastest-
growing sectors of our economy. This fact makes it
increasingly important for auditors, managers, and
CPAs in public, private, and nonprofit firms to under-
stand how nonprofits measure financial performance
and how they differ from for-profit organizations. This
course examines the core principles and practices of
nonprofit accounting. It also summarizes the accounting
requirements and practices of specific types of non-
profit organizations, including hospitals, colleges and
universities, health and welfare organizations, and
organizations—both nonprofit and for-profit—that
receive government assistance in the form of contracts,
guaranties, grants, or assistance that may be subject
to federal audit requirements. Other topics include the
general characteristics and operational environment of
nonprofit organizations; applying generally accepted
standards and principles; and financial statements,
audit guides, and recent changes in nonprofit account-
ing and reporting rules. For technical requirements see
page 4. Prerequisite: X 120A, B, and C Intermediate
Accounting Theory and Practice, or consent of instructor.
Business-related elective in the Core course in the
Accounting Certificate. Enrollment limited.
&
Reg# Z5906CA
Through Dec 15: $555 / After: $605
Jan 15-Mar 26
Rebecca M. Evans, MSBE, BS
EE
Internal Auditing
m
X 423.2 Management 4 units
Prerequisite: X 120A, B, and C Intermediate Accounting
Theory and Practice, or consent of instructor. Required
course in the Accounting Certificate and the Internal
Audit Certificate. Enrollment limited. For more information
see page 20.
&
Reg# Z5903CA
Through Dec 8: $555 / After: $605
Jan 8-Mar 19
Jim Tiao, BA, MBA, CIA, CISA
kkk
Internal Audit Certificate
Required Core Courses:
X 423.2 internal auditing
X 423 auditing: Financial
X 423.422 ethics in accounting
X 423.421 Forensic accounting
X 423.427 information technology (it)
auditing
X 423.428 internal auditing Capstone
Elective Courses:
(Any 4 from the following)
X 423.424 governmental auditing and
Performance Measurement
X 423.426 Contemporary governance
issues and Resources
XL 122 Management accounting
X 190 Management theory, Policy,
and Process
X 429.4 Financial Controls
of Operations
X 130a Basic Managerial Finance
X 423.42 internship in accounting
828.501 Cia exam Review
(may count for up to 2 electives)
Candidacy Fee
An application for candidacy and a
nonrefundable fee of $175 must be
submitted by the completion of the
second course to officially enroll
in this program under its current
curriculum. For an application,
visit uclaextension.edu/bamcert or
call
(310) 206-1654
.
CIA
®
Certification
The Certified Internal Auditor
®
is
the only globally accepted designa-
tion for internal auditors and is the
standard by which internal auditing
professionals demonstrate their
knowledge and competence. For
more information on earning the
CIA
®
certification, contact the
Institute of Internal Auditors at
(407) 937-1100 or visit theiia.org.
CIA
®
Review Program
Offered in collaboration with the
Institute of Internal Auditors (IIA),
this review is taught by experienced
instructors using The IIA CIA
Learning System materials
(included in course fees).
Free Information Session
Attend our virtual information ses-
sion to learn more about our internal
audit programs. See ad on page 22.
The Internal Audit Certificate is designed to meet the market’s
demand for qualified internal auditors, and is ideal for internal
audit managers and staff who want to expand their current career
prospects, as well as for individuals who are considering a career
transition into the field. The program’s curriculum provides the
educational coursework needed to prepare fully for the globally
recognized Certified Internal Auditor (CIA
®
) certification as
well as the CFE, CISA, CGAP
®
, and CFSA
®
credentials.
You have the option to complete your courses through traditional
classroom sessions held during the evenings or in instructor-led
online courses. Students are advised to complete Intermediate
Accounting X 120A, X 120B, and X 120C (or equivalent courses)
prior to enrolling in the certificate.
For More Information
(310) 206-1654
| uclaextension.edu/accounting
Enroll at uclaextension.edu or call (310) 825-9971 Business, Management & Legal
21
Reg# Z5904CA
Through Dec 15: $555 / After: $605
Jan 15-Mar 26
Ahmed Abo-Hebeish, MBA, CPA, Consultant, Hebeish
Management Services
EE
International Accounting
m
X 423.4 Management 4 units
Prerequisite: X 1A and X 1B Principles of Accounting,
or consent of instructor. Business-related elective in the
Accounting Certificate. Enrollment limited. For more
information see page 18.
&
Reg# Z5907CA
Through Dec 8: $555 / After: $605
Jan 8-Mar 26
Instructor to be announced
EE
Forensic Accounting
m
X 423.421 Management 4 units
This course is an introduction to the exciting field of
forensic accounting and the role it plays in both pre-
venting fraud from occurring and discovering fraud after
it has occurred. Students are introduced to many
opportunities in the field of accounting and fraud detec-
tion in the private sector, public accounting, and govern-
ment. Topics include complex financial investigations,
compliance and financial audits, money laundering, net
worth analysis, the psychology of white collar crime,
financial statement fraud, and more. Guest lecturers
from diverse fields describe their careers in the field of
accounting/forensic accounting by presenting real-
world cases and investigations. For technical require-
ments see page 4. Prerequisite: X 423 Auditing:
Financial and X 423.2 Internal Auditing or consent
of instructor. Elective in the Accounting Certificate.
Enrollment limited.
&
Reg# Z5908CA
Through Dec 8: $555 / After: $605
Jan 8-Mar 19
Daniel Ryan, MSA, BSBA, District Director, U.S. Depart-
ment of Treasury, Alcohol and Tobacco Tax and Trade
Bureau
EE
Ethics in Accounting
m
X 423.422 Management 4 units
(Completion or near completion of Group A Account-
ing Core Courses is recommended.)
Required course in the Accounting Certificate. Enroll-
ment limited. For more information see page 18.
&
Reg# Z5909CA
Through Dec 8: $555 / After: $605
Jan 8-Mar 19
David Reinus, MBA, CPA, owner, David Reinus, CPA
Reg# Z5910CA
Through Dec 15: $555 / After: $605
Jan 15-Mar 26
Deborah C. Watson, BA, CPA
EE
Integrating Sustainability into
Financial Reporting
m
X 423.423 Management 4 units
Company financial statements are going green. Under-
standing and reporting on the impact of sustainability
activities in financial reports is becoming increasingly
necessary, both for ensuring compliance with financial
reporting standards and to provide stakeholders with
material information highlighting sustainability impacts,
risks, and opportunities. This course is ideal for account-
ing and financial professionals, investors, business
owners, and executives who must evaluate sustainability
performance of a company, organization, or other entity.
Instruction encompasses key topics in global sustain-
ability financial reporting, including green accounting and
sustainability economics, auditing and reporting, primary
and secondary sustainability metrics and indexes, and
Global Reporting Initiative (GRI) modeling and monitoring
procedures. Students leave the classroom with a frame-
work for reporting and measuring sustainability activity
that can be used to benchmark organizational perfor-
mance and help build future initiatives. For technical
requirements see page 4. Elective course in Sustainability
Certificate. Enrollment limited.
&
Reg# Z5911CA
Through Dec 15: $555 / After: $605
Jan 15-Mar 26
Jess Stern, CPA, LLC
Becker CPA Review
For more information call (310) 825-4938 or email
sgomez@uclaextension.edu.
Enrollment into the Becker CPA Review
through UCLA Extension is restricted to cer-
tificate students who currently are enrolled in
the Accounting Certificate and who have
completed a minimum of 5 courses, or who
have completed the certificate program. Stu-
dents who do not qualify for enrollment
through Extension should contact Becker at
(800) 868-3900 or beckerreview.com.
The $2,645 discounted fee for Accounting
Certificate students covers enrollment in all 4
parts of the Becker Review and course mate-
rials which are shipped directly to students.
Once enrolled in the first part, Extension stu-
dents are then automatically enrolled, without
an additional fee, in the 3 subsequent Satur-
day or weekday Extension parts, depending
on which “pattern” (Saturday or weekday),
and location (UCLA or Downtown Los Ange-
les), they chose. Visit beckerreview.com for
complete course schedules. Students choos-
ing to go outside of this pattern, or who wish
to attend other Becker locations, will be
charged an additional fee of $195.
Becker CPA Review Program:
Financial Accounting and Reporting
828.4B Management 3.6 CEU
This section covers generally accepted accounting
principles for business enterprises and accounting and
reporting for government entities and not-for-profit
organizations. Enrollment in this section allows students
to enroll, without an additional fee, in the remaining
three subsequent sections (828.4C Auditing and Attes-
tation, 828.4D Business Environment and Concepts,
and 828.4E Regulations) of the Becker CPA Review
program. Enrollment limited; advance enrollment
required. Restricted course; call (310) 825-4938 for
permission to enroll. Web enrollments automatically
generate a “Permission to Enroll” request.
&
Reg# Z6775CA
Fee: $2,645
UCLA: A25 Haines Hall

✷ Sat 8am-12pm, Jan 4

✷ Sat 8am-5pm, Jan 11-Feb 1, 5 mtgs
David Ravetch, BA, MAT, Senior Lecturer, UCLA Ander-
son School of Management
Gordon L. Klein, JD, Lecturer, UCLA Anderson School
of Management
Michael Miqdad, CPA, BA
Becker CPA Review Program:
Regulations
828.4E Management 2.8 CEU
This section combines federal income taxation, ethics,
professional and legal responsibilities, and business law
topics. Enrollment in this section allows students to
enroll, without an additional fee, in the remaining three
subsequent sections (828.4B Financial Accounting and
Reporting, 828.4C Auditing and Attestation, and 828.4D
Business Environment and Concepts) of the Becker CPA
Review program. Enrollment limited; advance enroll-
ment required. Restricted course; call (310) 825-4938
for permission to enroll. Web enrollments automatically
generate a “Permission to Enroll” request.
&
Reg# Z6777CA
Fee: $2,645
UCLA: A25 Haines Hall
Mon & Wed 6-10pm, Jan 8-Feb 3, 7 mtgs
(no mtg 1/20)
Gordon L. Klein, for credits see page 21.
Michael Miqdad, for credits see page 21.
Reg# Z6782CA
Fee: $2,645
Downtown Los Angeles: 261 S. Figueroa St.,
Figueroa Courtyard, Suite 100W,
Classroom 105
Mon & Wed 6-10pm, Jan 8-Feb 3, 7 mtgs
(no mtg 1/20)
Jean Huang, MS Accounting, CPA
Complete Your Accounting
Courses Anywhere
Westwood, Downtown, or Online
No matter where you live or work, Extension has the locations to help you
complete your Accounting courses at your convenience!
Our Downtown L.A. and Westwood locations are close to where you live
and work and are offered at a variety of times and days of the week. Also
consider taking a course online. Our instructor-led online courses let you
study at any time and from any place. You can even take a combination of
classroom and online courses!
Accounting courses are designed for students who are preparing for the
CPA Exam, and for those considering CMA, CIA, or CFA certifications.
For More Information
uclaextension.edu/accounting
Prepare for Accounting
Licensing Exams
CMA Exam Review, Parts I & II
These review courses provide an
overview to assist you in preparing
for the CMA Exam. Instruction
utilizes the IMA’s CMA Learning
System, which includes access to
online practice tests.
Page 22.
CIA
®
Exam Review
This instructor led online program
utilizes the Institute of Internal
Auditors CIA Learning System
program.
Page 22.
Becker CPA Review
Prepare for the CPA examination.
Accounting concepts, theories, and
procedures are intensely reviewed,
and you learn exam-taking tech-
niques applicable for the CPA Exam.
Page 22.
For More Information
uclaextension.edu/accounting
(310) 825-4938
New This Quarter
Information Technology
(IT) Auditing
This course provides an overview to the Internal Audit’s role in planning,
organizing, operating, and monitoring information technology within
the enterprise.
Learn approaches to evaluating and addressing technology risk throughout
an enterprise from the perspective of internal and external auditing.
You also examine various models and frameworks, such as COBIT and
ITIL, which provide a unified approach to IT management, operation,
and evaluation.
Page 18.
For More Information
tcanton@uclaextension.edu |
(310) 206-1304
22
Business, Management & Legal Enroll at uclaextension.edu or call (310) 825-9971
Becker CPA Review Program:
Business Environment and Concepts
828.4D Management 2 CEU
This section covers knowledge of general business
environment and business concepts, including busi-
ness structures; economic concepts essential to
obtaining an understanding of an entity’s operations,
business and industry; information technology; and
planning and measurement (cost accounting). Enroll-
ment in this section allows students to enroll, without
an additional fee, in the remaining three subsequent
sections (828.4B Financial Accounting and Reporting,
828.4C Auditing and Attestation, and 828.4E Regula-
tions) of the Becker CPA Review program. Enrollment
limited; advance enrollment required. Restricted
course; call (310) 825-4938 for permission to enroll.
Web enrollments automatically generate a “Permission
to Enroll” request.
&
Reg# Z6780CA
Fee: $2,645
UCLA: A25 Haines Hall
Mon & Wed 6-10pm, Feb 26-Mar 12, 5 mtgs
Gordon L. Klein, JD, Lecturer, UCLA Anderson School
of Management
Reg# Z6781CA
Fee: $2,645
Downtown Los Angeles: 261 S. Figueroa St.,
Figueroa Courtyard, Suite 100W,
Classroom 105
Mon & Wed 6-10pm, Feb 26-Mar 12, 5 mtgs
Neha Kumar, BA, MBA
Becker CPA Review Program:
Auditing and Attestation
828.4C Management 2 CEU
This section covers knowledge of auditing procedures,
generally accepted auditing standards and other stan-
dards related to attest engagements, and the skills
needed to apply that knowledge. Enrollment in this
section allows students to enroll, without an additional
fee, in the remaining three subsequent sections
(828.4B Financial Accounting and Reporting, 828.4D
Business Environment and Concepts, and 828.4E
Regulations) of the Becker CPA Review program. Enroll-
ment limited; advance enrollment required. Restricted
course; call (310) 825-4938 for permission to enroll.
Web enrollments automatically generate a “Permission
to Enroll” request.
&
Reg# Z6776CA
Fee: $2,645
UCLA: A25 Haines Hall

✷ Sat 8am-12pm, Mar 1

✷ Sat 8am-5pm, Mar 8 & 15, 3 mtgs
Gordon L. Klein, JD, Lecturer, UCLA Anderson School
of Management
Merle Hopkins, PhD, Professor of Clinical Accounting,
USC Leventhal School of Accounting
CIA Exam Review
For more information call (310) 825-4938 or email
sgomez@uclaextension.edu.
Offered entirely online, and in collaboration
with The Institute of Internal Auditors (IIA),
UCLA Extension’s CIA
®
Exam Review is
designed to help fully prepare students for the
Certified Internal Auditor
®
(CIA) examination.
The instructor-led review courses utilize The
IIA CIA Learning System, a premier-quality
exam preparation program developed by the
IIA. It combines comprehensive reading mate-
rials, in both printed and e-reader formats, and
interactive online tests and study tools that
prepare internal auditors to pass the CIA exam.
Students may enroll in individual parts of the
exam review program or in the Comprehen-
sive section which includes enrollment into
Parts 1-3. Students will separately purchase
at a discounted price the CIA Learning System
course materials.
Online Courses
For technical requirements see page 4.
CIA Exam Review Part 1: Internal
Auditing Basics
m
828.501A Management 2 CEU
This 5-week online review session covers the new CIA
exam Part 1 topics including aspects of mandatory
guidance from the IPPF; internal control and risk con-
cepts; as well as tools and techniques for conducting
internal audit engagements. This review course utilizes
The Institute of Internal Auditors CIA Learning System
program, designed to provide comprehensive and flex-
ible training to CIA candidates worldwide. Enrollment
limited. CIA Learning System course materials are not
included and must be purchased separately.
&
Reg# Z6815CA
Through Dec 13: $395 / After: $435
Jan 13-Feb 17
Lyndon S. Remias, CPA, CIA
®
CIA Exam Review Part 2: Internal
Audit Practice
m
828.501B Management 2 CEU
This 5-week online review session covers the new CIA
exam Part 2 topics including managing the internal
audit function via the strategic and operational role of
internal audit and establishing a risk-based plan; the
steps to manage individual engagements (planning,
supervision, communicating results, and monitoring
outcomes); as well as fraud risks and controls. This
review course utilizes The Institute of Internal Auditors
CIA Learning System program, designed to provide
comprehensive and flexible training to CIA candidates
worldwide. Enrollment limited. CIA Learning System
course materials are not included and must be
purchased separately.
&
Reg# Z6821CA
Through Feb 3: $395 / After: $435
Mar 3-Apr 7
Lyndon S. Remias, CPA, CIA
®
CIA Exam Review Part 3: Internal
Audit Knowledge Elements
m
828.501C Management 4 CEU
This 10-week online review session covers the new CIA
exam Part 3 topics, including governance and business
ethics; risk management; organizational structure,
including business processes and risks; communica-
tion; management and leadership principles; informa-
tion technology and business continuity; financial
management; and the global business environment.
This review course utilizes The Institute of Internal
Auditors CIA Learning System program, designed to
provide comprehensive and flexible training to CIA
candidates worldwide. Enrollment limited. CIA Learning
System course materials are not included and must be
purchased separately.
&
kkk
Reg# Z6824CA
Through Mar 21: $595 / After: $655
Apr 21-Jun 30
Lyndon S. Remias, CPA, CIA
®
CIA Exam Review Comprehensive:
Parts 1-3
m
828.501AC Management 8 CEU
Enrollment into this comprehensive series encompasses
all three sections of the CIA Exam Review: Part 1
Internal Auditing Basics; Part 2 Internal Audit Practice;
and Part 3 Internal Audit Knowledge Elements. This
review course utilizes The Institute of Internal Auditors
CIA Learning System program, designed to provide
comprehensive and flexible training to CIA candidates
worldwide. Students may also enroll in each section
individually. Enrollment limited. CIA Learning System
course materials are not included and must be
purchased separately.
&
Reg# Z6825CA
Through Dec 13: $1,295 / After: $1,425
Jan 13-Jun 30
Lyndon S. Remias, CPA, CIA
®
CMA Review
For more information call (310) 825-4938 or email
sgomez@uclaextension.edu.
UCLA Extension, in partnership with the IMA’s
Wiley CMA Learning System, offers an
instructor-led exam review program. The
centerpiece of our offering combines printed
materials and online components with the
instructor’s expertise and the discipline of a
live classroom setting. Candidates may sit for
Parts 1 & 2 in any order and must complete
the first exam within 12 months of entering
the CMA program. Both exams must be com-
pleted within 3 years.
Course discounts are available to UCLA Exten-
sion’s Accounting or Finance Certificate
students, IMA members, and employers who
enroll 3 or more employees in the program.
CMA Exam Review Part I: Financial
Planning, Performance, and Control
828.61 Management 3 CEU
This 10-week, instructor-led review course provides a
comprehensive overview to assist you in preparing for
Part I of the Certified Management Accountant (CMA)
Exam. Part I covers planning, budgeting, and forecast-
ing; performance measurements; cost management
internal controls; and professional ethics. Instruction
uses the IMA’s Wiley CMA Learning System, which
includes textbooks with sample practice tests with
2000+ retired CMA exam questions and answer.
Course materials are not included and must be
purchased separately.
&
Reg# Z6870CA
Through Jan 18: $659 / After: $725
UCLA: 146 Dodd Hall
Tue 6:30-9:30pm, Feb 18-Apr 22, 10 mtgs
Fred R. Kuhns, CMA, MBA, Principal, FRK Consulting
CMA Exam Review Part II: Financial
Decision Making
828.611 Management 3.6 CEU
This 12-week, instructor-led review course provides a
comprehensive overview to assist you in preparing for
Part II of the Certified Management Accountant (CMA)
Exam. Part II covers financial decision making, financial
statement analysis, corporate finance, decision analysis,
risk management, investment decisions and, profes-
sional ethics. Instruction uses the IMA’s Wiley CMA
Learning System, which includes textbooks with sample
practice test questions ad responses, participant guide,
and access to online practice tests with 2000+ retired
CMA exam questions and answers. Course materials
are not included and must be purchased separately.
Reg# Z6871CA
Through Jan 20: $795 / After: $875
UCLA: 178 Dodd Hall
Thu 6:30-9:30pm, Feb 20-May 8, 12 mtgs
Instructor to be announced
Launch Your Career as an
Internal Auditor
A Free Information Session
Nov 21 & 22
This virtual event includes presen-
tations about our Internal Audit
Certificate, CIA
®
Review Program,
and the path to CIA
®
certification.
Ideal for anyone interested in
pursuing the CIA
®
certification,
including:

Internal audit directors and managers

Risk managers

Financial professionals
The information session is con-
ducted asynchronously online, and
includes a login ID and password
enabling you to access it at your
convenience anytime between
November 21 & 22. Just use the
Reg# Z6891CA to enroll.
Valid email address is required upon
enrollment.
Attend our virtual information session to learn more about the internal
audit profession and how UCLA Extension’s internal audit programs
can help you reach your career goals.
For More Information
tcanton@uclaextension.edu |
(310) 206-1304
c
UC credit
m
Online course
E
Not available passed/not passed
&
Text required
M
Course held during daytime hours
Enroll at uclaextension.edu or call (310) 825-9971 Business, Management & Legal
23
Business Economics
Math & Statistics
For more information call (310) 206-1708
email mcardoza@uclaextension.edu.
All X 1-199 and X 400-level 4-unit courses
can be applied toward the General Business
Studies Certificate. Courses in this section are
also recommended for pre-MBA students.
EE
Business Economics
X 100 Management 4 units c
This course examines the effort of the enterprise to
secure profits and the nature of demand for its prod-
ucts. Topics include cost and production, allocation of
resources through competition, forms of market com-
petition, relation of size to efficiency, markets for pro-
ductive factors, incentives and growth, and capital
budgeting. Various concepts of algebra and statistics
may be used in the analysis of economic theory.
Business-related elective in the Accounting Certificate.
Required course in the Business Administration and
Business Fundamentals Certificates.
&
Reg# Z6623CA
Through Dec 7: $445 / After: $489
UCLA: 1337 School of Public Affairs Bldg.
Tue 6:30-9:30pm, Jan 7-Mar 25, 12 mtgs
Nguyen T. Quan, PhD, Golden State Water Company
EE
Mathematics for Management
X 110 Management 4 units c
This course provides a fundamental background for
administrators in the public and private economic sec-
tors, as well as a solid review of pre-MBA mathematics.
Topics include linear and matrix algebra (with special
emphasis on demand/supply and cost/revenue analysis)
and differential calculus. Students are encouraged to
bring in examples of mathematical applications based
on their professional experiences. Business-related
elective in the Accounting Certificate. Required course
in the Business Administration Certificate.
&
Reg# Z6630CA
Through Dec 6: $475 / After: $519
UCLA: 2270 School of Public Affairs Bldg.
Mon 6-9:55pm, Jan 6-Mar 24, 10 mtgs
(no mtg 1/20 & 2/17)
Bijan Raphael, MA, PhD
EE
Mathematics for Management
(Hybrid)
X 110 Management 4 units c
Business-related elective in the Accounting Certificate.
Required course in the Business Administration Certifi-
cate. Enrollment limited. This course includes online
sessions and 3 classroom meetings. Visitors not permitted.
Internet access required to retrieve course materials.
For more information see page 23.
&
Reg# Z6604CA
Through Dec 8: $479 / After: $525
Online sessions:
Wed Jan 8-Mar 26
Classroom meetings:
Downtown Los Angeles: 261 S. Figueroa St.,
Figueroa Courtyard, Suite 100W,
Classroom 108A
Thu 6:30-9:30pm, Jan 9
Mon 6:30-9:30pm, Feb 3
Thu 6:30-9:30pm, Feb 27, 15 mtgs
Jesse Overall, IV, PhD, Member of the Technical Staff,
Rigel^3 Group
EE
Business Applications of Calculus
X 410 Management 4 units
This course examines the applications of differential
and integral calculus to the study of business and
economics. Topics helpful to students who need a pre-
MBA review of calculus principles and applications also
are covered.
&
Reg# Z6632CA
Through Dec 7: $445 / After: $489
UCLA: 2214 School of Public Affairs Bldg.
Tue 6:30-9:30pm, Jan 7-Mar 25, 12 mtgs
Bijan Raphael, for credits see page 23.
Online Courses
For technical requirements see page 4.
EE
Business Economics
m
X 100 Management 4 units c
Business-related elective in the Accounting Certificate.
Required course in the Business Administration and
Business Fundamentals Certificates. Enrollment limited.
For more information see page 23.
&
Reg# Z6587CA
Through Dec 8: $555 / After: $605
Jan 8-Mar 26
Britt Hastey, MS, MBA, Vice Chair, Business Adminis-
tration Department, Los Angeles City College
EE
Mathematics for Management
m
X 110 Management 4 units c
Business-related elective in the Accounting Certificate.
Required course in the Business Administration Certifi-
cate. Enrollment limited. For more information see
page 23.
&
Reg# Z6591CA
Through Dec 8: $555 / After: $605
Jan 8-Mar 26
Jesse Overall, IV, for credits see page 23.
EE
Business Statistics
m
X 115 Management 4 units c
Prerequisite: X 110 Mathematics for Management or
consent of instructor. Business-related elective in the
Accounting Certificate. Required course in the Business
Administration Certificate. Enrollment limited.
&
Reg# Z6590CA
Through Dec 8: $555 / After: $605
Jan 8-Mar 26
Mary Dereshiwsky, PhD, MS, Part-Time Associate
Professor, Mathematics and Statistics, University of
Maryland at University College
EE
Math for Finance
m
X 410.21 Management 4 units
This course provides an overview of key mathematical
concepts used in corporate finance, economics, and
investments. Topics include simple and compound
interest; time value of money; amortization; exponential
growth; combination and permutation analysis; prob-
ability; statistical measures of central tendency
and dispersion; problem solving and mathematical
reasoning; and additional topics covering linear pro-
gramming, statistics, graph theory, and game theory.
Students also are exposed to Poisson Theory, Monte
Carlo simulation, options pricing, and an overview of
the mathematics behind hedging theories. Students
leave the course able to understand and apply basic
concepts of probability, including conditional probabilities,
and their relationship to independence; understand
statistical measures of central tendency and dispersion
and their implications; and successfully engage
in systematic reasoning and mathematical problem
solving. Students should have an understanding of
intermediate or advanced algebra. For technical
requirements see page 4. Enrollment limited.
&
Reg# Z6613CA
Through Dec 15: $555 / After: $605
Jan 15-Mar 26
Instructor to be announced
Pre‑MBA Courses
Offered This Quarter
+
Principles of accounting (X 1a & X 1B)
Page 17.
+
Business economics (X 100)
Page 23.
+
Mathematics for Management (X 110)
Page 23.
Business applications of Calculus
(X 410)
Page 23.
Business statistics (X 115)
m
Page 23.
+
Basic Managerial Finance (X 130a)
Page 28.
Management theory, Policy, and
Process (X 190)
Page 40.
+
Business Law (XL 108)
Page 41.
+
Marketing Principles and Practices
(X 160)
Page 42.
+
advertising Principles and Practices
(X 163)
Page 42.
+
Also offered online.
Our pre-MBA courses provide a solid foundation in quantitative
methods and general business theory that can help fulfill your MBA
prerequisites or enhance your MBA applications. They also provide an
ideal foundation for students who are preparing for the GMAT.
Visit uclaextension.edu/pre-mba to learn more about these courses.
General Business Certificates
general Business studies Certificate
This f lexible 9-course certificate
is designed for those who want a
self-directed curriculum and the
opportunity to specialize in a field
of concentration. This certificate
is intended for individuals whose
unique per sonal interests or profes-
sional goals may require them to
design their own program from a
wide variety of business courses.
Business Fundamentals Certificate
This 9-course certificate is offered
to students who want a structured
overview of management principles.
Drawing on financial, economic,
and organizational disciplines, the
pro gram provides students with a
strong introduction to the business
environment. This certificate is
also ideal for Pre-MBA students
who want a solid foundation in
quantitative methods and general
business theory.
Business administration Certificate
This 17-course structured certificate
is designed for students planning to
pursue careers in business as well as
experienced professionals seeking
skill enhancement. It provides a
strong foundation in business prin-
ciples, including the tools of business
analysis, business funda mentals, and
management theory.
For More Information
(310) 206-1654
| uclaextension.edu/bam
24
Business, Management & Legal Enroll at uclaextension.edu or call (310) 825-9971
Business Ethics
EE
Ethics in Accounting
X 423.422 Management 4 units
Required course in the Accounting Certificate. For more
information see page 18.
&
Reg# Z6174CA
Through Dec 7: $445 / After: $489
UCLA: 3129 Rolfe Hall
Tue 6:30-9:30pm, Jan 7-Mar 25, 12 mtgs
Steven L. Jager, BA, MS, Taxation, CPA, Principal,
Steven L. Jager, CPA, An Accountancy Corporation
Seminars
Ethics in Personal Financial Planning
833.379 Management 0.7 CEU
6.75 hours of MCLE credit available. Includes course
materials.
Required course in the Personal Financial Planning
Certificate. Enrollment limited to 35 students. Advance
enrollment is highly recommended. Single admission at
the door, space permitting; payment by credit card only.
Internet access required to retrieve course materials.
For more information see page 46.
Reg# Z6614CA
Through Feb 1: $155 / After: $165
Westwood: 216 Extension Lindbrook Center

✷ Sat 9am-4pm, Mar 1, 1 mtg
David R. Bergmann, BS, CFP
®
, EA, CLU, ChFC,
Managing Principal, The David R. Bergmann Group
Business Ethics
891.02 Management 0.6 CEU
Includes course materials and lunch.
We face an increasing number of ethical issues in the
business world and in our personal lives. The business
scandals of recent years have highlighted the impor-
tance of ethical behavior in the business environment.
For CEOs and all business professionals, a solid ethical
foundation must be the basis from which one builds a
business career. This seminar covers the elements
necessary to make ethical decisions by defining the key
definitions, issues, and theories of business ethics.
Through class discussions and case studies, students
explore the theoretical foundations of business ethics
and learn how to develop an ability to recognize and
address ethical questions. Practical applications of
business ethics—including a review of ethical respon-
sibilities and relationships between organizational
departments, management, and the public—are also
discussed. You leave the seminar with a better under-
standing of the challenges of ethical business practices.
All business and management certificate students must
successfully complete this seminar to receive their
certificate. Enrollment limited; no enrollment at the
door. Students must arrive no later than 10am.
Reg# Z6911CA
Through Dec 18: $175 / After: $189
Westwood: 216 Extension Lindbrook Center

✷ Sat 10am-5pm, Jan 18, 1 mtg
Matthew Kohler, MBA, Owner/President, Baja Tan, LLC
Reg# Z6913CA
Through Feb 22: $175 / After: $189
Westwood: 214 Extension Lindbrook Center

✷ Sat 10am-5pm, Mar 22, 1 mtg
Matthew Kohler, MBA, Owner/President, Baja Tan, LLC
Short on Time?
Select a Seminar or Short Course
introduction to QuickBooks
Page 19.
Making Your Message Clear
Page 25.
Managing Conflict and Disagreement
Page 25.
Best Practices in negotiation
Page 27.
Financial Modeling and applications:
tips and techniques using excel
Page 30.
Moving from Debt to Wealth on
any income
Page 32.
investing in Mutual Funds and etFs
Page 32.
tax strategies for Building and
Maintaining Wealth
Page 32.
ethics for Human Resources
Professionals
Page 35.
Business ethics
Page 24.
Project Management that Works
Page 40.
Coaching and Mentoring employees
Page 40.
Managing Yourself and Others with
emotional intelligence
Page 39.
ethics in Personal Financial Planning
Page 46.
Recruiting and Coordinating
Celebrities/talent for
special events, spokespersons,
and Product Promotions
Page 48.
starting Your Own Restaurant
Page 52.
Distressed Real estate: Foreclosures,
ReOs, Modifications, and short sales
Page 50.
alternative Methods of structuring
Real estate transactions
Page 51.
single Family Homes as an
investment: Opportunities
and Challenges
Page 51.
two-Day Real estate Boot Camp
Page 51.
Buying and Managing apartment
Buildings for Profit
Page 50.
Wines of Piemonte
Page 52.
the Business of Wine Management
Page 52.
the Wines of Bordeaux
Page 52.
Internships
Broaden Your Skills with Real-World Experience
accounting
Page 18.
Finance
Page 29.
Personal Financial Planning
Page 46.
taxation
Page 53.
To request an application
for the above subject areas,
contact
Yvette de la Cruz
at
ydelacru@uclaextension.edu.
Homeland security and
emergency Management
To request an application
for the above subject area,
contact
Greg Gonzalez
at
ggonzale@uclaextension.edu.
Human Resources Management
Page 36.
international trade and Commerce
Page 38.
Marketing and advertising
Page 43.
Public Relations
Page 48.
Real estate
Page 50.
To request an application for
the above subject areas, contact
Eric Hubert
at
(310) 825-1238

or ehubert@uclaextension.edu.
Internships provide students with practical application of
material studied in their declared programs
. Visit
uclaextension.edu/baminternships.
Certificate students are eligible for discounted course fee.
Technical
Management
Certificates
+
government Contract
Management
+
government Cost estimating
and Pricing
+
information technology
Management
+
Project Management
+
supply Chain Management
Page 118.
+
May be taken online.
Taking the
GMAT or GRE?
Prepare the Smart Way
with UCLA Extension
Test Prep Courses
Smart people are prepared.
Smarter people prepare
with UCLA Extension test
preparation courses.
Today, getting accepted into
a graduate program takes a
competitive edge. Get that
edge with one of our courses.
For information see page 74,
call
(310) 983-1181
, or visit
uclaextension.edu/testprep.
Enroll at uclaextension.edu or call (310) 825-9971 Business, Management & Legal
25
Online Courses
For technical requirements see page 4.
Business Ethics
m
891.02 Management 1.8 CEU
Students in certain Business and Management
Certificates are required to successfully complete this
seminar to receive their certificate. Enrollment limited
to 25 students. For more information see page 24.
Reg# Z6914CA
Through Dec 15: $165 / After: $179
Jan 15-29
Chris N. Economo, MBA
Reg# Z6915CA
Through Feb 12: $165 / After: $179
Mar 12-26
Chris N. Economo, MBA
EE
Ethics in Accounting
m
X 423.422 Management 4 units
(Completion or near completion of Group A Account-
ing Core Courses is recommended.)
Required course in the Accounting Certificate. Enroll-
ment limited. For more information see page 18.
&
Reg# Z5909CA
Through Dec 8: $555 / After: $605
Jan 8-Mar 19
David Reinus, MBA, CPA, owner, David Reinus, CPA
Reg# Z5910CA
Through Dec 15: $555 / After: $605
Jan 15-Mar 26
Deborah C. Watson, BA, CPA
Business
Sustainability
For information on the Sustainability Certificate see
page 116.
You do not need to be enrolled in the Sustain-
ability Certificate to take these courses.
Sustainability Road Map: Developing
Your Business Action Plan (Hybrid)
X 402 Management 4 units
Take a step-by-step approach to creating a sustain-
ability business plan. In this course, you gain a work-
ing knowledge of developing strategy, setting priorities,
and establishing management systems for long-term
sustainability. Practical methods are presented along
with explicit instructions for their implementation.
Case examples provide illustrations of successful
sustainablity plan development and application in a
variety of industries. For technical requirements see
page 4. Elective course in Sustainability Certificate.
Enrollment limited. Internet access required to retrieve
course materials.
&
Reg# Z6362CA
Through Dec 7: $455 / After: $495
Classroom meetings:
UCLA: 5118 Math Sciences
Tue 7-10pm, Jan 7 & 28; Feb 4 & 25;
Mar 4 & 11
Online sessions:
Tue Jan 14 & 21; Feb 11 & 18
Amit Jain, MBA, management consultant and sustain-
ability expert
EE
Green Marketing Strategies
X 480.5 Management 4 units
Elective course in Sustainability Certificate. Enrollment
limited; early enrollment advised. Visitors not permitted.
For more information see page 45.
&
Reg# Z6341CA
Through Dec 8: $455 / After: $495
UCLA: 5137 Math Sciences
Wed 7-10pm, Jan 8-Mar 19, 11 mtgs
Instructor to be announced
Online Courses
For technical requirements see page 4.
EE
Integrating Sustainability into
Financial Reporting
m
X 423.423 Management 4 units
Company financial statements are going green. Under-
standing and reporting on the impact of sustainability
activities in financial reports is becoming increasingly
necessary, both for ensuring compliance with financial
reporting standards and to provide stakeholders with
material information highlighting sustainability impacts,
risks, and opportunities. This course is ideal for account-
ing and financial professionals, investors, business
owners, and executives who must evaluate sustainability
performance of a company, organization, or other entity.
Instruction encompasses key topics in global sustain-
ability financial reporting, including green accounting and
sustainability economics, auditing and reporting, primary
and secondary sustainability metrics and indexes, and
Global Reporting Initiative (GRI) modeling and monitoring
procedures. Students leave the classroom with a frame-
work for reporting and measuring sustainability activity
that can be used to benchmark organizational perfor-
mance and help build future initiatives. For technical
requirements see page 4. Elective course in Sustainability
Certificate. Enrollment limited.
&
Reg# Z5911CA
Through Dec 15: $555 / After: $605
Jan 15-Mar 26
Jess Stern, CPA, LLC
Integrating a Green Business
Strategy
m
X 483.5 Management 4 units
Study key trends in the emerging field of sustainable
business strategy. Environmental issues are playing a
larger role in various areas of business strategy, including
operations, balance sheet management, legal compli-
ance, and marketing. Instruction discusses the relevance
of this developing area and reviews theories on the
design and implementation of business strategies that
incorporate the principles of sustainability. The format of
the course includes interactive discussions among par-
ticipants on reading material and case studies. Students
also complete a green business strategy project in their
field of interest. For technical requirements see page 4.
Elective course in Sustainability Certificate. .
Reg# Z6342CA
Through Dec 16: $555 / After: $605
Jan 16-Mar 27
Steve Rubens, JD, MBA
Communication Skills
For more information call (310) 825-4192 or
email zwalton@uclaextension.edu.
EE
Organizational Communication
m
X 482.202 Management 4 units
Designed to give you the knowledge and skills neces-
sary to lead and communicate in today’s highly diverse
workplace, this course provides the most current
innovative approaches to communicating and motivat-
ing employees with culturally different expectations
through improved interpersonal relationships, team
productivity, and overall customer service. You also
learn innovative practices specifically geared to today’s
highly diverse workplace to resolve conflict. Through
stimulating, interactive online videos, demonstrations,
discussion boards, articles, and selected readings, you
maximize your leadership and communication skills and
are ready to apply them immediately in the workplace
and personal life. For technical requirements see
page 4.
&
Reg# Z6762CA
Through Dec 16: $555 / After: $605
Jan 16-Mar 27
Steve L. Horowitz, PhD, Management Consultant, New
Freedom Communications
General/Interpersonal/
Small Group
Making Your Message Clear
802.3 Management 0.6 CEU
Whether you are speaking to an audience of 1 or 100,
identifying your message and staying focused on it is
very important to clear and effective communication. In
this one-day public speaking workshop, learn skills to
avoid the pitfalls of self-conscious thinking, use defen-
sive listening, and keep from veering-off course unnec-
essarily, all in a safe environment. You learn techniques
that can help you get to the point, organize your
thoughts, and present your products and ideas in a way
that persuades and connects you with your listener. All
exercises are based on everyday conversational and
job-related topics. You leave this interactive workshop
with a set of skills for speaking clearly and effectively,
on and off the job.
Reg# Z6344CA
Through Jan 22: $155 / After: $165
Westwood: 216 Extension Lindbrook Center

✷ Sat 9am-4pm, Feb 22, 1 mtg
Pamela Kelly, MA, PK Communications Skills Training
and Coaching
Working through the Fear
of Public Speaking
825 Speech 2.7 CEU
Professionals who must make presentations as part of
their work often are unprepared to deal with the fear they
experience in speaking before an audience. This course
provides each participant with a solid foundation in public
speaking that is specific to each individual’s personality
and style. Topics include methods for preparing and
delivering a presentation, connecting with an audience,
the dynamics of voice and pacing, and the use of
gestures and props. Individual presentations take place
in a supportive environment with acknowledgment,
evaluation, and direction from the instructor.
&
Reg# Z6345CA
Through Dec 16: $465 / After: $510
UCLA: 3134 Rolfe Hall
Thu 7-10pm, Jan 16-Mar 20, 10 mtgs
Pamela Kelly, for credits see page 25.
How to Talk to Anybody
830 Communication 1.5 CEU
This course offers techniques for communicating
effectively with confidence and ease in your social,
family, and business relationships. Instruction focuses
on sound interpersonal communication principles that
enable you to talk tactfully, intelligently, spontaneously
in a variety of situations and to a broad range of people.
Topics covered include, dealing with social anxiety,
being more dynamic in meetings, social groups and in
daily interactions with others. This highly interactive
course equips you to engage effectively and comfortably
with almost anyone.
Reg# Z6350CA
Through Dec 8: $255 / After: $275
Westwood: 202 Extension Lindbrook Center
Wed 6:30-9pm, Jan 8-Feb 12, 6 mtgs
Debra Magit, actor and performance coach.
Managing Conflict and Disagreement
893 Management 0.6 CEU
Managing conflict is a critical part of every manager’s
and supervisor’s job. This highly interactive seminar
provides you with practice in the basics of using key
techniques to resolve conflict in today’s organizations.
You assess your own conflict management styles and
practice effective communication and listening tech-
niques, trust building, and constructive framing of issues
to assist in resolution. Conflict strategy choices include
claiming maximum value for self or creating value for all
parties. Negotiation techniques include identifying issues
and interests, compromise, trading off interests, and
packaging proposals. You also explore the impact of
different values and expectations in producing conflict,
including the common conflicts of independence vs.
group cohesion and rules/structure vs. flexibility. The
instructor demonstrates tools and techniques and assists
in group exercises and role playing.
kkk
Reg# Z6346CA
Through Jan 7: $155 / After: $165
Westwood: B06 1010 Westwood Center

✷ Fri 9am-4pm, Feb 7, 1 mtg
Joseph P. Reynolds, BA, MDiv/STM, Director, JPR
Communication
The Dynamics of
Interpersonal Communication
X 482.7 Communication 4 units
In today’s fast-paced, highly competitive business
world, it is more important than ever to recognize and
study the significant role communication plays in our
business lives. How well we communicate greatly
determines how successful we will perform on the job
and our level of personal job satisfaction. This course
is designed for individuals at all levels in all types of
businesses who desire to polish and/or develop addi-
tional communication skills in formal and informal
settings. Through interactive discussions, activities, and
role playing, participants explore conflict resolution,
giving/receiving criticism, defensive communication,
assertiveness, focused listening, nonverbal communica-
tion, self-esteem, team building and delegating work,
empowerment, small-group dynamics, management
and sales strategies, customer service, problem-solving
and negotiation, intercultural communication, interviewing,
and power and authority.
Reg# Z6219CA
Through Dec 7: $455 / After: $495
UCLA: 1264 School of Public Affairs Bldg.
Tue 7-10pm, Jan 7-Mar 18, 11 mtgs
Joseph P. Reynolds, BA, MDiv/STM, Director, JPR
Communication
Writing
Business Communications
X 109 Management 4 units c
Communication, whatever method used, needs to
inform. In the business environment writing clear,
concise, comprehensible copy is critical to success. In
this course, learn techniques for clarifying purpose,
understanding readers, and organizing ideas. Through
in-class writing exercises, you practice proven strate-
gies for overcoming writer’s block and creating concise,
appropriate, and grammatically correct work. Practice
exercises include editing and writing letters, memos,
reports, email messages, summaries, resumes, and
cover letters. Vocabulary development, using correct
grammar and punctuation, techniques for reducing
writing time, and proofreading also are addressed.
Enrollment limited to 25 students. Internet access
required to retrieve course materials.
&
Reg# Z6245CA
Through Dec 9: $455 / After: $495
UCLA: 154 Dodd Hall
Thu 6-9pm, Jan 9-Mar 20, 11 mtgs
Julianne Fowler, MA, management consultant; author
Online Courses
For technical requirements see page 4.
Intensive Grammar and
Punctuation Review
m
X 401.6 English 4 units
This tutorial is intended for anyone who writes, edits,
prepares final copy, or is interested in the structure
and use of the English language. The basic rules that
apply to virtually every piece of writing are presented,
as well as the fine points that occur infrequently but
cause trouble when they do. Topics include a thorough
review of the parts of speech, basic grammar con-
cepts, word usage, and spelling. Basic punctuation
also is covered. For technical requirements see
page 4. Enrollment limited.
&
Reg# Z6349CA
Through Dec 21: $555 / After: $605
Jan 21-Mar 18
Cassie Rockwell, MA, organizational management
26
Business, Management & Legal Enroll at uclaextension.edu or call (310) 825-9971
Business Writing
m
X 418I English 4 units
This online course introduces basic writing strategies
for busy professionals who write critical reports,
memos, and letters. Instruction develops skill in elimi-
nating writer’s block, getting to the point, and reducing
the need for rewrites. A variety of sample writings are
used to illustrate effective strategies. Part of the course
is devoted to writing and editing student-generated
papers (letters, memos, reports). The instructor encour-
ages sharing relevant experience. For technical require-
ments see page 4. Enrollment limited.
&
Reg# Z6251CA
Through Dec 13: $555 / After: $605
Jan 13-Mar 10
Judy Shane, MA, communications consultant, Judy
Shane Communications
Credit Analysis &
Management
Online Courses
Credit Analysis and Management
Certificate Information Session:
A Free Event
m
UL 722.26 Management
Conducted entirely online.
Explore the benefits of UCLA Extension’s Credit Analysis
and Management Certificate. Interact with our expert
instructors and staff to learn more about this field as
well as career opportunities in the industry. This event
is conducted asynchronously online, so materials can
be accessed at your convenience. Registration includes
a log-in ID and password. For technical requirements
see page 4. Admission is free, but advance registration
is required. Participants must provide a valid email
address upon enrollment.
Reg# Z6797CA
Fee: $0
Feb 18-28
EE
Credit: Commercial, Personal,
and Global
m
X 430.611 Management 4 units
Business viability, growth, investment, and personal
consumption are all dependent on the availability of
credit. Credit is a key determinant of terms of sale,
marketing, accounts receivable and payable, working
capital requirements, financing costs, and cash flows.
This overview of credit tools and credit issues presents
case studies, including a study of personal and com-
mercial credit rating agencies, sources of credit data,
and methods of analyzing data. Students review credit
evaluations and decision making (similarities and dif-
ferences of commercial, consumer, and trade); the
credit review function (responsibilities, job descriptions,
relationships with other departments); and ways to
effectively strengthen credit policies and practices in an
organization, including selling the credit function as a
significant value-added generator. For technical require-
ments see page 4. Required course in the Credit Analysis
and Management Certificate.
&
Reg# Z6357CA
Through Dec 7: $555 / After: $605
Jan 7-Mar 18
Britt Hastey, MS, MBA, Vice Chair, Business Adminis-
tration Department, Los Angeles City College
EE
Conducting a Credit Analysis I
m
X 430.612 Management 4 units
This course is designed to prepare you for your first day
of work: where to start, what to look at, what to do, and
what you need in a real-world work environment. Learn
how to evaluate and explain how to repay an asset-
based loan, revolving credit, a term loan, or a com-
mercial mortgage loan. This course’s initial focus is on
the cash conversion cycle in the analysis of asset-
based loans, trade finance, factoring, accounts receiv-
able securitization, and captive finance companies.
Next, explore free cash flow in the analysis of revolving
credits, term loans, and project finance. Finally, address
net operating income in the analysis of commercial
mortgage loans to finance owner-occupied and invest-
ment properties. For technical requirements see
page 4. Required course in the Credit Analysis and
Management Certificate.
&
Reg# Z6358CA
Through Dec 9: $555 / After: $605
Jan 9-Mar 20
Peter H. Lou, MBA, MA, CFA, Senior Manager, Wells
Fargo Bank
Entrepreneurship
For more information call (310) 825-2012 or
email efisher@uclaextension.edu.
Certificates:
General Business Studies with Concentration
in Entrepreneurship
Business Administration with Concentration
in Entrepreneurship
For more information call (310) 206-1654 or
visit uclaextension.edu/bamcert.
EE
Fundamentals of Business
Administration and Management
X 410.53 Management 4 units
Accelerated Daytime format.
A majority of businesses fail within the first 2 years, and
a significant percentage of the initial survivors don’t last
much longer. There are many reasons for this, including
inexperienced management, lack of sufficient capital,
failure to do proper marketing, and a lack of financial
competency. The bottom line is that most managers don’t
know how to properly systematize, structure, and man-
age their businesses. They don’t know because they’re
not aware of where or how to find this information. This
course is designed to teach students how to structure
properly, systematize, and manage a business of any size
or type, service or product, and in any industry. In addi-
tion to covering business concepts and fundamentals,
the course stresses application to real-world situations
and problems. Actual examples from a variety of current
sources, such as newspapers and magazines, are ana-
lyzed and discussed. Required course in the Business
Administration Certificate. Elective course in the Business
Fundamentals Certificate. Enrollment limited. Course
materials are available both in class and via Internet.
Internet access required. Internet access required to
retrieve course materials.
&
Reg# Z6734CA
Through Dec 6: $455 / After: $495
UCLA: 164 Royce Hall
Mon 6:30-9:30pm, Jan 6-Mar 24, 11 mtgs
(no mtg 1/20 & 2/17; 1 mtg to be arranged)
Enrollment deadline: Jan 27
Ira S. Kalb, MBA, President, Kalb & Associates
EE
Entrepreneurship and
New Venture Formation
X 497.52 Management 4 units
33 hours of MCLE credit available.
This course surveys the factors essential for turning a
“great idea” into a successful business and explores
various benefits/costs of sole proprietorships, partner-
ships, corporations, and franchises. Topics include
market surveys, site analysis, permits and licenses,
patents and protection of ideas, risk management, legal
requirements and regulations, capital requirements and
financing sources, determining the costs and prices of
goods and services, advertising and marketing, record
keeping, and lines of credit and cash flow requirements.
Participants’ ideas and business strategies are evalu-
ated in a supportive classroom environment. Internet
access required to retrieve course materials.
&
Reg# Z6740CA
Through Dec 6: $455 / After: $495
UCLA: 2232 School of Public Affairs Bldg.
Mon 6:30-9:30pm, Jan 6-Mar 24, 11 mtgs
(no mtg 1/20 & 2/17; 2 mtg to be arranged)
Enrollment deadline: Jan 27
Harry V. Redinger, MBA, President, Strategic Path
Group Inc.
Credit Analysis &
Management Certificate
Find a Career Path with Substantial
Long-Term Prospects
In a world where lending institutions worldwide tighten the reins
on how and to whom they will lend money, credit quality often
determines if a business can grow, a consumer is financially
qualified to buy a home, or a nation is able to sell its debt.
Attend a Free Online Information Session
Nov 12-22 (Z4240CA) or Feb 18-28 (Z6797CA)
Interact with our expert instructors and staff to learn more about the
Credit Analysis & Management Certificate as well as career opportunities.
The event is conducted asynchronously online.
Registration includes a login ID and password.
Participants must register using the appropriate Reg# above and provide a valid
email address.
With our Credit Analysis and Management Certificate and courses, you’ll
be poised for a future at the forefront of this growing field. Learn how
to evaluate and manage credit risk. Understand, write, and present credit
reports. Discover how entities or individuals can improve their credit
scores. Employ credit “best practices” from both the lender and borrower
perspectives. And more.
This comprehensive certificate also covers:

Credit tools and credit issues

Case studies of personal and
commercial credit rating agencies

Sources of credit data and methods
of analyzing data

How to conduct a credit analysis

The cash conversion cycle

Aggressive and/or deceptive
accounting principles

Financial projections

Industry risk

Managing a loan portfolio

Credit management for
medium-sized businesses

Loan agreement negotiation

Bankruptcy, workouts, and
reorganization
Offered this Quarter:
Credit: Commercial, Personal,
and global
m
Conducting a Credit analysis i
m
Discover your potential in this growing profession. Learn more about the
certificate and benefits at uclaextension.edu/credit or call
(310)-794-5470
.
For More Information
(310) 206-2920
| uclaextension.edu/credit
Enroll at uclaextension.edu or call (310) 825-9971 Business, Management & Legal
27
EE
Evaluating Your Business:
Establishing the Game Plan
X 497.54 Management 4 units
Learn all aspects you need to create a solid first draft of
your own business plan. This course begins with a
comprehensive “situation analysis” of your (or your
employer’s) small business (or case study, if more appli-
cable). You then learn the key components for creating
an effective business plan: knowing your existing cus-
tomers, targeting future customers, customer value for-
mulation, Income statement and balance sheet forecast-
ing, revenue forecasting methodologies, competitor
assessment and emerging company/product/service
competitors, and understanding the pitfalls of small busi-
ness development. In addition, you look at building and
planning an efficient business infrastructure (systems,
technology, 3rd party software); small business finance,
cash flow, debt, and financing alternatives; transitioning
from personal guarantees and credit lines to a self-
financing business model; effectively planning, hiring, and
training staff with high potential; the legal aspects of
organizing and managing a small business; negotiating
skills; and setting day to day priorities with the business
plan in mind. With these skills you can build a solid first
draft of your business plan. Elective in the Business
Fundamentals Certificate. Required course in the Busi-
ness Administration Certificate. Internet access required
to retrieve course materials.
&
Reg# Z6738CA
Through Dec 8: $455 / After: $495
Westwood: 211 Extension Lindbrook Center
Wed 6:30-9:30pm, Jan 8-Mar 19, 11 mtgs
Enrollment deadline: Jan 22
Frank R. Blair, MBA, Principal, Blair Consulting Group
EE
Creating a Successful Business
X 497.80 Management 4 units
The key to reducing the risks and increasing the
chances of success in business is to develop a busi-
ness model that delivers unique value. To accomplish
this you must be able to objectively analyze the com-
petitive landscape, and innovate and articulate your
unique value so you can implement a strategy and
anticipate the financial rewards. This course examines
the essential elements of success. Designed for busi-
ness owners, key executives, managers and those
developing a business, the course teaches participants
how to define a business model and strategy that
equips their company to thrive, even in intensely com-
petitive industries. Instruction explores methodologies,
key tools, and techniques from business best seller like
Blue Ocean Strategy. Participants learn the importance
of value and execution. Topics include competitive
analysis, creating and defining a unique selling advan-
tage, identifying the customer, and honing a strategy.
Real-world situations are used for examples of applica-
tion. Participants leave with the tools to develop a
business model and strategy that creates value and
allows them to work on their business instead of for
their business. Internet access required to retrieve
course materials.
&
Reg# Z6732CA
Through Dec 9: $455 / After: $495
UCLA: 1284 School of Public Affairs Bldg.
Thu 6:30-9:30pm, Jan 9-Mar 20, 11 mtgs
Enrollment deadline: Jan 23
C. Scott Hindell, Principal, Hindell Consulting
EE
Accounting for Non-Accountants
X 429 Management 4 units
For more information see page 18.
&
Reg# Z6228CA
Through Dec 8: $445 / After: $489
UCLA: 1256 School of Public Affairs Bldg.
Wed 6:30-9:30pm, Jan 8-Mar 26, 12 mtgs
Nidal B. Ramadan, CPA, MBA, Internal Revenue Agent
Seminars
Best Practices in Negotiation
897.90 Management 1.2 CEU
Everyone negotiates, but some are better at this vital
skill than others by virtue of training and experience.
Those who excel are more likely to set and reach ambi-
tious goals, apply for and get better jobs, gain higher
compensation, earn larger raises, and receive more
recognition, while benefiting their companies by inter-
acting more effectively with customers, vendors,
management, and colleagues. Participants learn the
best techniques for striking better bargains, making
lasting agreements, and sustaining positive relation-
ships, as well as learning to recognize and counter the
tactics of their counterparts while pursuing their agen-
das and requirements more effectively and smoothly.
Equally important, students learn to become more savvy
consumers in critical negotiating scenarios, including
buying, selling, and financing cars and housing, as well
as other “big ticket” situations. Advance enrollment
required; no enrollment at the door. Internet access
required to retrieve course materials.
&
Reg# Z6709CA
Through Jan 8: $285 / After: $309
Westwood: 204D Extension Lindbrook Center

✷ Sat 9am-4pm, Feb 8 & 15, 2 mtgs
Enrollment deadline: Feb 7
Gary S. Goodman, PhD, JD, MBA, President, Custom-
ersatisfaction.com and The Goodman Organization, Inc.;
author, Six-Figure Consulting
Introduction to QuickBooks
828.44A Management 1.4 CEU
Advance enrollment is highly recommended. Single
admission at the door, space permitting; payment by
credit card only. For more information see page 19.
Reg# Z6790CA
Through Jan 22: $245 / After: $269
Westwood: 211 UCLA Extension Bldg.

✷ Sat 8:30am-4:30pm, Feb 22-Mar 1, 2 mtgs
Crystalynn Shelton, BA, Business Advisor, Small Busi-
ness Development Center, Santa Clarita, CA; Certified
QuickBooks Pro advisor
Personal Finance Series
833.818 Management 1.8 CEU
Includes course materials.
Advance enrollment is highly recommended. Single
admission at the door, space permitting; payment by
credit card only. For more information see page 31.
Reg# Z6922CA
Through Dec 25: $195 / After: $209
Westwood: 216 Extension Lindbrook Center

✷ Sat 9am-3pm, Jan 25; Feb 15; Mar 22,
3 mtgs
Online Courses
For technical requirements see page 4.
EE
Fundamentals of Business
Administration and Management
m
X 410.53 Management 4 units
Elective course in the Business Fundamentals Certifi-
cate. Required course in the Business Administration
Certificate. Enrollment limited; early enrollment advised.
For more information see page 26.
&
Reg# Z6737CA
Through Dec 16: $555 / After: $605
Jan 16-Mar 27
Maria Vitale, MA, Adjunct Faculty, Brandman University
& Chaffey College
EE
Evaluating Your Business:
Establishing the Game Plan
m
X 497.54 Management 4 units
Elective in the Business Fundamentals Certificate.
Required course in the Business Administration
Certificate. Enrollment limited. For more information see
page 27.
&
Reg# Z6739CA
Through Dec 13: $555 / After: $605
Jan 13-Mar 24
Enrollment deadline: Jan 17
Matthew Richter-Sand, MBA, CEO, NXFIT
Small Business
Management &
Technology
EE
Evaluating Your Business:
Establishing the Game Plan
X 497.54 Management 4 units
Elective in the Business Fundamentals Certificate.
Required course in the Business Administration
Certificate. Internet access required to retrieve course
materials. For more information see page 27.
&
Reg# Z6738CA
Through Dec 8: $455 / After: $495
Westwood: 211 Extension Lindbrook Center
Wed 6:30-9:30pm, Jan 8-Mar 19, 11 mtgs
Enrollment deadline: Jan 22
Frank R. Blair, MBA, Principal, Blair Consulting Group
EE
Accounting for Non-Accountants
X 429 Management 4 units
For more information see page 18.
&
Reg# Z6228CA
Through Dec 8: $445 / After: $489
UCLA: 1256 School of Public Affairs Bldg.
Wed 6:30-9:30pm, Jan 8-Mar 26, 12 mtgs
Nidal B. Ramadan, CPA, MBA, Internal Revenue Agent
Seminars
Personal Finance Series
833.818 Management 1.8 CEU
Includes course materials.
Advance enrollment is highly recommended. Single
admission at the door, space permitting; payment by
credit card only. For more information see page 31.
Reg# Z6922CA
Through Dec 25: $195 / After: $209
Westwood: 216 Extension Lindbrook Center

✷ Sat 9am-3pm, Jan 25; Feb 15; Mar 22,
3 mtgs
Online Courses
For online course technical requirements see
page 4.
Small Business Management and
Technology Info Session
m
UL 722.27 Management
Explore the benefits of UCLA Extension’s SBMT Certifi-
cate. Interact with our expert instructors and staff to
learn more about the program. The information session
is conducted asynchronously, entirely online and can
be accessed at your convenience. Registration includes
a log-in ID and password for info session. Participants
must provide a valid email address upon enrollment.
For technical requirements see page 4. Admission is
free but advance registration is required. Participants
must provide a valid email address upon enrollment.
Reg# Z6799CA
Fee: $0
Feb 18-28
Starting or Growing
Your Business
Key Courses for Today’s World
Creating a successful Business
Page 27.
Best Practices in negotiation
Page 27.
starting Your Own Restaurant
Page 52.
Fundamentals of Business
administration and Management
Page 26.
entrepreneurship and
new Venture Formation
Page 26.
evaluating Your Business: establishing
the game Plan
m
Page 27.
Have you been thinking about starting a new business or expanding
an existing one? Learn the key concepts to product ideation, business
plan writing, strategy, and entrepreneurial marketing from the
following courses:
c
UC credit
m
Online course
E
Not available passed/not passed
&
Text required
M
Course held during daytime hours
28
Business, Management & Legal Enroll at uclaextension.edu or call (310) 825-9971
EE
Evaluating Your Business:
Establishing the Game Plan
m
X 497.54 Management 4 units
Elective in the Business Fundamentals Certificate.
Required course in the Business Administration
Certificate. Enrollment limited. For more information see
page 27.
&
Reg# Z6739CA
Through Dec 13: $555 / After: $605
Jan 13-Mar 24
Enrollment deadline: Jan 17
Matthew Richter-Sand, MBA, CEO, NXFIT
EE
Financing and Controlling Your Small
Business: Realistic Alternatives
m
X 497.611 Management 4 units
This course combines these 3 key topics for direct
applications to your small business: Financial knowl-
edge needed for the non-financial executive; accounting
knowledge needed for the non-accounting executive;
and financing alternatives available in today’s financial
marketplace for small business. The course includes
such important subjects and applications as SBA (Small
Business Administration) loans and guarantees; prod-
ucts tailored for exporters and importers; management
and technology tools available; strengthening your
businesses credit applications for lender review ande-
valuation; today’s banking credit practices, tools,
practices, and decision-making frameworks; how to
effectively “engage the lenders”; early preparation of
your firm’s financial statements to obtain business
credit as a replacement for personal credit and guar-
antees at the earliest possible time, and understanding
key financial ratios and their implications for your
business. Other key concepts include casting your
financing plan in a format preferred by lenders, includ-
ing clear assumptions of borrowing terms and costs;
matching cash flows, interest expenses, and principal
repayments; understanding the financial markets, their
drivers, and their trends; contingency planning and
“safety valves”; the trade credit products and their
strengths and weaknesses, credit evaluation in the
trade credit context; and tools, technology, and
resources for financial planning. For technical
requirements see page 4. Required course in the Small
Business Management and Technology Certificate.
Enrollment limited.
&
Reg# Z6359CA
Through Dec 8: $555 / After: $605
Jan 8-Mar 19
James Schaefer, MBA, CPA, Senior Accountant,
Partner, Mark Schaefer Associates, LLP
Finance &
Investments
Finance
For more information call (310) 206-1689 or email
pwilliams@uclaextension.edu.
Those students planning to pursue a career as
a financial or investment professional are
advised to enroll in the Finance Certificate.
Students are advised to complete X 1A and
X 1B Principles of Accounting (or equivalent
courses) before enrolling in the certificate
since these are prerequisites for many
courses in the curriculum.
EE
Basic Managerial Finance
X 130A Management 4 units c
34 hours of MCLE credit available.
This course offers an introduction to some of the more
important topics in Managerial Finance, with an emphasis
on the methods and sources of financing for corpora-
tions. Topics include corporate financial analysis, financial
planning procedures, present value and security valua-
tion, capital budgeting, capital structure and approaches
to raising capital. The course also covers securities
markets, factors and models explaining security returns,
and the concept of market efficiency. Financial calculator
is required. Prerequisite: X 1A and X 1B Principles of
Accounting or equivalent or consent of instructor.
Required course in the Finance Certificate, Business
Fundamentals, and Business Administration Certificates.
Elective in the Accounting Certificate.
&
Reg# Z6277CA
Through Dec 9: $445 / After: $489
UCLA: 1337 School of Public Affairs Bldg.
Thu 6:30-9:30pm, Jan 9-Mar 27, 12 mtgs
Instructor to be announced
EE
Advanced Managerial Finance
X 130B Management 4 units c
This course presents theories and their applications
to demonstrate the advanced implementation of
corporate finance. Students analyze stock and bond
valuations, capital budgeting and working capital
management, leasing, option pricing, risk/return, cost
of capital, financial forecasting, capital structures,
dividend policy, and investment banking. The implica-
tions of market responses to major financial strategies
also are examined. For technical requirements see
page 4. Prerequisite: X 130A Basic Managerial
Finance or consent of instructor. Elective course in
the Finance Certificate.
&
Reg# Z6278CA
Through Dec 6: $445 / After: $489
UCLA: 2242 School of Public Affairs Bldg.
Mon 6:30-9:30pm, Jan 6-Mar 24, 12 mtgs
(no mtg 1/20 & 2/17; 2 mtgs to be arranged)
Instructor to be announced
EE
Mergers and Acquisitions
X 430.131 Management 4 units
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 framework with real-
world applications to introduce the key processes and
the techniques involving business combinations. Key
topics include current trends in M&A, accounting founda-
tions, legal constraints, tax implications, business valua-
tion techniques, and M&A risk management. Students
learn how to prepare, evaluate and execute business
mergers and acquisitions through lectures, discussion
forums, cases studies, and assigned practice questions.
Participants leave the course with an understanding of
how to put together a deal, how to minimize overpaying,
and how to increase their chances of success in a busi-
ness combination. Prerequisite: X 130A Basic Managerial
Finance or equivalent or the consent of the instructor.
Elective course in the Finance Certificate. Internet access
required to retrieve course materials.
&
Reg# Z6308CA
Through Dec 8: $445 / After: $489
UCLA: 2232 School of Public Affairs Bldg.
Wed 6:30-9:30pm, Jan 8-Mar 26, 12 mtgs
Alec Salemon, BS, Principal, BWS Capital Partners
EE
Financial Risk Management
X 430.134 Management 4 units
The trio of crises—housing, credit and financial—have
exposed weaknesses in financial firms’ so-called finan-
cial risk-management practices. This course deals with
the ways in which risks are quantified and managed by
financial institutions. Among the topics covered are
market risk, credit risk, operational risk, the regulation
of banks, and the credit derivatives market. The course
also focuses on the ways banks and other financial
institutions measure market risk and control credit and
operational risk. Additional topics include the new Basel
II regulatory requirements for banks, the VaR Measure
for measuring market risk, hedging techniques used by
traders, mathematics of interest rates, economic capital,
risk adjusted return on capital (RAROC), and a review of
the big losses that have occurred in the financial mar-
kets and how they can be avoided. Students are pre-
sented with current up-to-date information related to
financial risk management with practical, real-world
applications. Prerequisite: X 130A Basic Managerial
Finance and X 433.01 Introduction to Investments.
Required course in the Finance Certificate. Internet
access required to retrieve course materials.
&
kkk
This new certificate will also be
beneficial to anyone planning to
start their own business by providing
substantial know-how and best
practices to increase success and
reduce risks. Risks are both “calcu-
lated” and “unplanned/surprises”
and risk reduction can be achieved
by better calculating possible out-
comes and attaining higher levels of
education to reduce surprises.
Learn at your convenience
from industry experts.
Our program can be completed
entirely online to fit your busy
schedules and our curriculum
advisory board not only includes
successful small business owners
but the area director of the SBA,
commercial credit lenders and leaders,
and UCLA’s Anderson School
of Management.
Courses may be taken individually
and the entire program, if desired,
may be completed in approximately
12 months depending on the
specific student’s experience and
time availability.
Offered This Quarter:
evaluating Your Business: establishing
the game Plan
m
Page 27.
Financing and Controlling Your small
Business- Realistic alternatives
m
Page 28.
Small Business Management
& Technology Certificate
Curriculum Focused on Increasing the Effectiveness of
Small Business Owners and Managers
The Small Business Management and Technology Certificate is
designed to improve small business leadership, decision-making,
operations planning, marketing, regulatory compliance, risk
management, financing, and long term profitability. The curriculum
includes technology resources and examples to support the learning
objectives of the certificate and courses.
For more information
uclaextension.edu/sbm
|
(310) 206-2920
Plus…
Attend a Free Online Information Session
Nov 12-22 (Z4798CA) or Feb 18-28 (Z6799CA)
Interact with our expert instructors and staff to learn more about the
Small Business Management & Technology Certificate as well as
career opportunities.
This event is conducted asynchronously online.
Registration includes a login ID and password.
Participants must register using the appropriate Reg# and provide a valid
email address.
Enroll at uclaextension.edu or call (310) 825-9971 Business, Management & Legal
29
Reg# Z6279CA
Through Dec 14: $445 / After: $489
UCLA: 2242 School of Public Affairs Bldg.
Tue 6:30-9:30pm, Jan 14-Mar 25

✷ Sat 9:30am-12:30pm, Feb 8, 12 mtgs
Charles E. P. Wood, MBA, President, C. E. Peterson
& Company
EE
Internship in Finance
X 430.136 Management 5 units
The internship provides practical experience in a variety
of finance-related job functions within the private, public,
or nonprofit sectors, and is an opportunity to apply the
material previously studied in your finance courses.
Students intern with sponsoring companies for a mini-
mum of 75 hours and must secure their internship
assignment before enrolling. Elective in the Finance
Certificate. Enrollment limited. International students
must contact the International Student Office at (310)
825-9351 to confirm eligibility. Restricted course; web
enrollments automatically generate a “Permission to
Enroll” request, after which our advisor will contact you.
Students enrolled in the Finance Certificate qualify for a
discounted fee. Visitors not permitted.
Reg# Z6255CA
Fee: $635
Charles E. P. Wood, MBA, President, C. E. Peterson
& Company
EE
Behavioral Finance
X 430.137 Management 4 units
Elective course in the Finance Certificate. Internet
access required to retrieve course materials. For more
information see page 31.
&
Reg# Z6275CA
Through Dec 6: $445 / After: $489
UCLA: 2238 School of Public Affairs Bldg.
Mon 6:30-9:30pm, Jan 6-Mar 24, 12 mtgs
(no mtg 1/20 & 2/17; 2 mtgs to be arranged)
John Alexander, MBA, test preparation specialist
EE
Financial Statement Analysis
X 432.3 Management 4 units
This course is intended for financial and credit analysts,
CPA or CFA candidates, investors, business managers, or
individuals who are involved in equipment or real estate
financing or leasing, or trade credit analysis. The course
focuses on the mechanics of financial statement analysis
including balance sheet and income statement analysis,
ratio analysis, cash flow analysis, common size analysis,
and trend analysis. Particular emphasis is placed on
quality of earnings analysis. Students are expected to
analyze and evaluate free cash flow generation, profit-
ability, operating efficiency, and the impact of leverage on
business risk and return on equity. Prerequisite: X 1A and
X 1B Principles of Accounting, or consent of instructor.
Required course in the Finance Certificate. Business-
related Elective in the Accounting Certificate.
&
kkk
Reg# Z6306CA
Through Dec 8: $445 / After: $489
UCLA: 1337 School of Public Affairs Bldg.
Wed 6:30-9:30pm, Jan 8-Mar 26, 12 mtgs
Chee-Sum Tan, MBA, FCCA, CPA, CFA, ABV, Controller/
Accounting Manager, Union Bank of California
EE
International Finance
X 460.923 Management 4 units
This course provides an introduction to the environment
and tools of international financial management. Topics
include foreign exchange exposure; the financial, tax,
economic, political, and legal issues that an interna-
tional financial manager confronts; and financial alter-
natives and tradeoffs in developing and implementing
financial strategies in the context of foreign environ-
ment risks. Case studies examine the use of analytical
methods for decision making. Prerequisite: X 460.902
Introduction to International Business and X 130A
Basics of Managerial Finance. Elective course in the
Finance Certificate. Internet access required to retrieve
course materials.
&
Reg# Z6307CA
Through Dec 9: $445 / After: $489
UCLA: 2238 School of Public Affairs Bldg.
Thu 6:30-9:30pm, Jan 9-Mar 27, 12 mtgs
David E. French, MBA, President, David French &
Associates, LLC, A Business Strategy Consultancy
EE
Introduction to Investments
X 433.01 Management 4 units
34 hours of MCLE credit available.
Required course in the Finance Certificate. Internet
access required to retrieve course materials. For more
information see page 30.
&
Reg# Z6274CA
Through Dec 6: $445 / After: $489
Downtown Los Angeles: 261 S. Figueroa St.,
Figueroa Courtyard, Suite 100W,
Classroom 101B
Mon 6:30-9:30pm, Jan 6-Mar 24, 12 mtgs
(no mtg 1/20 & 2/17; 2 mtgs to be arranged)
Joseph J. Klauzar, BA, MA, MBA, Portfolio Manager,
Morgan Stanley
Reg# Z6270CA
Through Dec 9: $445 / After: $489
UCLA: 2278 School of Public Affairs Bldg.
Thu 6:30-9:30pm, Jan 9-Mar 27, 12 mtgs
Steven L. Gail, BA, Registered Option Principal,
Amerivet Securities, Inc.
Core Courses:
All required.
X 130a Basic Managerial Finance
X 433.01 introduction to investments
X 432.3 Financial statement analysis
X 430.135 Money and Banking
X 430.134 Financial Risk
Management
Ethics Requirement
891.02 Business ethics
May be taken at any time during
the program
Elective Courses
Total of 4 courses required.
Students may choose 1 of the
following concentrations:
Corporate Finance
Investment Management
and Analysis
Real Estate Finance
For a complete list of electives visit
uclaextension.edu/finance.
Candidacy Fee
An application for candidacy and a
nonrefundable fee of $175 must be
submitted by the completion of the
second course to officially enroll in
this program. For an application,
visit uclaextension.edu/bamcert or
call
(310) 206-1654
.
CFA Designation
The Chartered Financial Analyst
(CFA) designation is recognized
worldwide, giving employers and
investors a globally relevant standard
for measuring the competence
and integrity of investment prof-
essionals. For more information
about the CFA designation visit
cfainstitute.org.
CMA Certification
CMA
®
(Certified Management
Accountant) is the advanced pro-
fessional certification specifically
designed to measure technical
competencies and an understanding
of the linkage between business
strategy and financial performance.
For more information about the
CMA certification visit imanet.org.
Finance Certificate
The 9-course Finance Certificate is designed to meet the market
demand for qualified financial professionals. The program is
suited specifically for individuals who want to expand their cur-
rent career prospects in the field or transition into a finance-
related position. The certificate also provides relevant course
work for students considering CFA or a CMA certification, as
well as other industry licenses.
Students may enroll in the certificate with or without a concen-
tration, providing f lexibility to tailor the program to match their
individual goals and career aspirations. In addition to 5 foundation
courses and 4 electives, students must also complete the Business
Ethics seminar. Students are advised to complete X 1A and
X 1B Principles of Accounting (or equivalent courses) prior to
enrolling in the certificate.
For More Information
(310) 206-1654
| uclaextension.edu/finance
Are You Completing
Your Certificate?
To take part in Extension’s
2014
Graduation Ceremony in June
,
you must be officially enrolled
in your desired certificate by
February 15, 2014 and have com-
pleted your program between
Fall 2013 and Summer 2014.
If you meet the above criteria
call (310) 206-1654 or email
bamcertificate@uclaextension.edu to
save your spot at the graduation.
30
Business, Management & Legal Enroll at uclaextension.edu or call (310) 825-9971
CMA Exam Review Part I: Financial
Planning, Performance, and Control
828.61 Management 3 CEU
This 10-week, instructor-led review course provides a
comprehensive overview to assist you in preparing for
Part I of the Certified Management Accountant (CMA)
Exam. Part I covers planning, budgeting, and forecast-
ing; performance measurements; cost management
internal controls; and professional ethics. Instruction
uses the IMA’s Wiley CMA Learning System, which
includes textbooks with sample practice tests with
2000+ retired CMA exam questions and answer.
Course materials are not included and must be
purchased separately.
&
Reg# Z6870CA
Through Jan 18: $659 / After: $725
UCLA: 146 Dodd Hall
Tue 6:30-9:30pm, Feb 18-Apr 22, 10 mtgs
Instructor to be announced
CMA Exam Review Part II: Financial
Decision Making
828.611 Management 3.6 CEU
This 12-week, instructor-led review course provides a
comprehensive overview to assist you in preparing for
Part II of the Certified Management Accountant (CMA)
Exam. Part II covers financial decision making, financial
statement analysis, corporate finance, decision analysis,
risk management, investment decisions and, profes-
sional ethics. Instruction uses the IMA’s Wiley CMA
Learning System, which includes textbooks with sample
practice test questions ad responses, participant guide,
and access to online practice tests with 2000+ retired
CMA exam questions and answers. Course materials
are not included and must be purchased separately.
Reg# Z6871CA
Through Jan 20: $795 / After: $875
UCLA: 178 Dodd Hall
Thu 6:30-9:30pm, Feb 20-May 8, 12 mtgs
Instructor to be announced
Seminars
Financial Modeling and Applications:
Tips and Techniques Using Excel
831.81 Management 0.8 CEU
Includes course materials.
This one-day seminar, structured in a classroom lecture
format, features primary and intermediate coverage of
Microsoft Excel for users wanting to increase productiv-
ity and learn valuable new financial modeling tips and
techniques. The course is primarily designed to train
finance and accounting professionals on the best fea-
tures, commands, and functions of Excel with the pri-
mary objective of demonstrating faster, more efficient
methods of accomplishing tasks. Participants are
exposed to financial modeling techniques using real-
world examples. Templates and examples used in the
course also are distributed to participants. Topics
include formatting, linkages, mega-formulas, input
controls, error checking, basic macros, and much more.
Enrollment limited. Advance enrollment is highly recom-
mended. Single admission at the door, space permitting;
payment by credit card only.
Reg# Z6987CA
Through Jan 22: $159 / After: $175
Westwood: 202 Extension Lindbrook Center

✷ Sat 8:30am-4:30pm, Feb 22, 1 mtg
Eric W. Augusta, MBA, Senior Financial Executive, Vice
President, Financial Planning and Analysis, E. W.
Augusta & Associates
Introduction to QuickBooks
828.44A Management 1.4 CEU
Advance enrollment is highly recommended. Single
admission at the door, space permitting; payment by
credit card only. For more information see page 19.
Reg# Z6790CA
Through Jan 22: $245 / After: $269
Westwood: 211 UCLA Extension Bldg.

✷ Sat 8:30am-4:30pm, Feb 22-Mar 1, 2 mtgs
Crystalynn Shelton, BA, Business Advisor, Small Busi-
ness Development Center, Santa Clarita, CA; Certified
QuickBooks Pro advisor
Personal Finance Series
833.818 Management 1.8 CEU
Includes course materials.
Advance enrollment is highly recommended. Single
admission at the door, space permitting; payment by
credit card only. For more information see page 31.
Reg# Z6922CA
Through Dec 25: $195 / After: $209
Westwood: 216 Extension Lindbrook Center

✷ Sat 9am-3pm, Jan 25; Feb 15; Mar 22, 3 mtgs
Online Courses
For technical requirements see page 4.
EE
Basic Managerial Finance
m
X 130A Management 4 units c
34 hours of MCLE credit available.
Prerequisite: X 1A & 1B Principles of Accounting or
consent of instructor. Required course in the Finance
Certificate, Business Fundamentals, and Business
Administration Certificates. Elective in the Accounting
Certificate. Enrollment limited. For more information see
page 28.
&
Reg# Z6192CA
Through Dec 8: $555 / After: $605
Jan 8-Mar 26
Ralph Joe Zwetow, MBA, Principal, Credit Training
Resources
EE
Business Valuation
m
X 430.132 Management 4 units
This course explores the basics of business valuation,
including how businesses are valued, how to evaluate
the credentials of self-styled valuation “experts,” and
the quality of the reports they produce. Students learn
the 3 methods of valuation, their strengths and weak-
nesses, and when to apply each. Topics include the
different standards for business appraisers, the differ-
ent types of discounts and premiums that can be
applied to value a business, different standards of
value and sources of law for business valuation, bur-
den of proof in valuation controversies, penalties and
sanctions for inadequate valuation reports, and the
choice of entity and its effect on valuation. Additional
topics include comparative financial statement analy-
sis, economic and industry analysis, site visits and
interviews, and questions to ask a business valuation
expert. Participants also engage in interactive exer-
cises to learn how to procure valuation reports for IRS
or FTB audit purposes. For technical requirements see
page 4. Elective course in the Finance Certificate.
Enrollment limited.
&
Reg# Z6198CA
Through Dec 8: $555 / After: $605
Jan 8-Mar 19
Peter H. Lou, MBA, MA, CFA, Senior Manager, Wells
Fargo Bank
EE
Money and Banking
m
X 430.135 Management 4 units
This course explores 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 sys-
tem, as well as the tools it employs as it manages the
cost and availability of money in the economy. With
commercial banks and investment banks now virtually
the same, the course also covers other important facets
of banking: corporate finance, underwriting, lending,
foreign exchange, asset management, trust services,
credit cards, cash management, trading of bonds and
foreign exchange, and various services and products. For
technical requirements see page 4. Required course in
the Finance Certificate. Enrollment limited.
&
Reg# Z6218CA
Through Dec 15: $555 / After: $605
Jan 15-Mar 26
Ashraf Z. Almurdaah, MA, Professor of Finance &
Economics, Los Angeles City College
EE
Fundamentals of Corporate
Budgeting
m
X 430.15 Management 4 units
34 hours of MCLE credit available.
Budgeting is a critical step in planning and controlling
the day-to-day operations of any business. The budget-
ing process can also be a time-consuming, multi-lay-
ered, and complex process. To streamline this process
and ensure more timely and accurate budgets, compa-
nies place great value on a formalized process that
produces detailed, yet flexible budgets that are fully
aligned with the strategic goals of the organization. This
course introduces students to the fundamental ele-
ments of budgeting practiced by businesses for plan-
ning and control. Topics include overview of budgeting
and the budget process; various budget types;
preparing, monitoring and controlling budgets; cost/
profit volume analysis; and capital budgeting
vs.operational budgeting. Instruction also includes
exercises in budgeting using real-world applications.
For technical requirements see page 4. Elective course
in the Finance Certificate. Enrollment limited.
&
Reg# Z6221CA
Through Dec 15: $555 / After: $605
Jan 15-Mar 26
Wayne A. Hollman, BA, MBA, PhD, financial advisor
EE
Financial Statement Analysis
m
X 432.3 Management 4 units
Prerequisite: X 1A and X 1B Principles of Accounting,
or consent of instructor. Required course in Certificate
in Finance. Enrollment limited. For more information see
page 29.
&
Reg# Z7085CA
Through Dec 8: $555 / After: $605
Jan 8-Mar 19
Neha Kumar, BA, MBA
Reg# Z6196CA
Through Dec 8: $555 / After: $605
Jan 8-Mar 19
Ralph Joe Zwetow, MBA, Principal, Credit Training
Resources
EE
Security Analysis
m
X 433.02 Management 4 units
34 hours of MCLE credit available.
Prerequisite: X 433.01 Introduction to Investments and
X 432.3 Financial Statements Analysis or consent of
instructor. Elective course in Finance Certificate. Enroll-
ment limited. For more information see page 31.
&
Reg# Z6199CA
Through Dec 15: $555 / After: $605
Jan 15-Mar 26
Peter H. Lou, MBA, MA, CFA, Senior Manager, Wells
Fargo Bank
EE
Math for Finance
m
X 410.21 Management 4 units
Enrollment limited. For more information see
page 23.
&
Reg# Z6613CA
Through Dec 15: $555 / After: $605
Jan 15-Mar 26
Instructor to be announced
Investments
For more information call (310) 206-1689 or
email pwilliams@uclaextension.edu.
EE
Introduction to Investments
X 433.01 Management 4 units
34 hours of MCLE credit available.
This course offers an introduction to investments
including investment analysis, portfolio management,
and capital markets. Designed to provide the basic
concepts and principles of investing, the course exam-
ines investment policies, types of securities, factors that
influence price changes, timing purchases/sales, pre-
paring investment programs to meet objectives, invest-
ment risk and return, and portfolio balancing. Instruction
also includes an overview of the securities markets and
its behavior, including sources of information about the
various instruments traded, procedure of trades, and
the relevant mechanics and techniques of the market.
Required course in the Finance Certificate. Internet
access required to retrieve course materials.
&
Reg# Z6274CA
Through Dec 6: $445 / After: $489
Downtown Los Angeles: 261 S. Figueroa St.,
Figueroa Courtyard, Suite 100W,
Classroom 101B
Mon 6:30-9:30pm, Jan 6-Mar 24, 12 mtgs
(no mtg 1/20 & 2/17; 2 mtgs to be arranged)
Joseph J. Klauzar, BA, MA, MBA, Portfolio Manager,
Morgan Stanley
Reg# Z6270CA
Through Dec 9: $445 / After: $489
UCLA: 2278 School of Public Affairs Bldg.
Thu 6:30-9:30pm, Jan 9-Mar 27, 12 mtgs
Steven L. Gail, BA, Registered Option Principal,
Amerivet Securities, Inc.
Self‑Study Online Courses
In Finance & Investments
Offered in collaboration with Global Window Partners (GWP), these self-
study, self-paced online courses are adapted from the teachings of promi-
nent faculty from UCLA’s Anderson Graduate School of Management.
Self-Study Courses
Students may enroll in the online
self-study courses anytime during
the academic quarter. To view
course listing visit uclaextension.
edu/finance-selfstudy.
A high-speed Internet connection
is required.
Sequential Programs
Also consider these self-study
sequential programs that can be
completed within 1-2 years
Online series in investment Banking
uclaextension.edu/finance_osib
Online series in Mergers and
acquisitions
uclaextension.edu/finance_osma
For More Information
sgomez@uclaextension.edu |
(310) 825-4938
c
UC credit
m
Online course
E
Not available passed/not passed
&
Text required
M
Course held during daytime hours
Enroll at uclaextension.edu or call (310) 825-9971 Business, Management & Legal
31
EE
Behavioral Finance
X 430.137 Management 4 units
This course is based on the fundamental principle that
the first step to successfully investing your money is
not to lose it. Covering the theory and practice of
behavioral finance, including a history of financial
bubbles, scams, and a study of the heuristics (“rules of
thumb”) and biases that drive human behavior, other
topics in this course include prospect theory, common
investment mistakes, the role of randomness in finance,
retirement planning, and practical applications of
behavioral finance. Also presented are basic principles
of traditional portfolio theory, and behavioral finance
research that suggests there are persistent market
traits that can generate excess returns. Elective course
in the Finance Certificate. Internet access required to
retrieve course materials.
&
Reg# Z6275CA
Through Dec 6: $445 / After: $489
UCLA: 2238 School of Public Affairs Bldg.
Mon 6:30-9:30pm, Jan 6-Mar 24, 12 mtgs
(no mtg 1/20 & 2/17; 2 mtgs to be arranged)
John Alexander, MBA, test preparation specialist
EE
Security Analysis
X 433.02 Management 4 units
34 hours of MCLE credit available.
This updated, rigorous, and exciting course examines
companies and industries using a fundamental and
timeless classical approach first developed by Benjamin
Graham in 1934. Instruction focuses on the examina-
tion of equities and bonds by taking an in-depth look at
the financial statements concentrated on the income
statement, balance sheet, cash flow statement, and
financial notes. The tools and techniques used are as
relevant today as they were when Graham first devel-
oped the basis for value investing. Through case study
analysis of actual companies, students learn the tenets
of value investing, ratio analysis, and industry analysis.
This course draws on subsequent editions of Graham’s
classic, Security Analysis, considered by many profes-
sional investors to be the best book ever written on
fundamental analysis. Prerequisite: X 433.01 Introduc-
tion to Investments and X 432.3 Financial Statement
Analysis or consent of instructor. Elective course in
Finance Certificate. Internet access required to retrieve
course materials.
&
Reg# Z6272CA
Through Dec 8: $445 / After: $489
UCLA: 161 Dodd Hall
Wed 6:30-9:30pm, Jan 8-Mar 26, 12 mtgs
Charles E. P. Wood, MBA, President, C. E. Peterson
& Company
EE
Commodity Futures Trading
X 433.032 Management 4 units
This course is designed for individuals who have a
desire to understand the risk and rewards of various
trading styles in several asset classes. The course is
ideal for financial professionals who are asked to
evaluate commodity types of investments as well as
other professionals who run foundations, charities,
family offices, commodity pools, managed futures
funds, and hedge funds. Topics include a history of
futures and the exchanges; mathematical expectations
behind many popular investing beliefs and “conven-
tional wisdoms”; behavioral and emotional aspects of
investing; orders, including entry and exit strategies,
risk management, and measurement; income tax
considerations; asset allocation and correlation and
non-correlation studies; and an overview of trading
data providers and trading software. Guest lectures
given by experienced traders and financial profession-
als expound upon the various subjects covered.
Elective course in the Finance Certificate. Note: As an
educational institution, UCLA Extension does not
sponsor individuals for the Series 3 Exam. Internet
access required to retrieve course materials.
&
Reg# Z6273CA
Through Dec 7: $445 / After: $489
UCLA: 2238 School of Public Affairs Bldg.
Tue 6:30-9:30pm, Jan 7-Mar 25, 12 mtgs
Raymond S. Goldsmith, BS, Senior Commodity
Specialist, PFG Best.com
EE
Investments in Personal
Financial Planning
X 430.32 Management 4 units
34 hours of MCLE credit available.
Prerequisite: X 430.31 Survey of Personal Financial
Planning and X 430.391 Financial Analysis in Personal
Financial Planning, or consent of instructor. Required
course in the Personal Financial Planning Certificate.
Internet access required to retrieve course materials.
For more information see page 45.
&
Reg# Z6315CA
Through Dec 9: $445 / After: $489
UCLA: 167 Dodd Hall
Thu 6:30-9:30pm, Jan 9-Mar 27, 12 mtgs
Stephen T. Minihan, MBA, CFP
®
, Westlake Financial
Advisors
Seminars
Personal Finance Series
833.818 Management 1.8 CEU
Includes course materials.
Advance enrollment is highly recommended. Single
admission at the door, space permitting; payment by
credit card only. For more information see page 31.
Reg# Z6922CA
Through Dec 25: $195 / After: $209
Westwood: 216 Extension Lindbrook Center

✷ Sat 9am-3pm, Jan 25; Feb 15; Mar 22,
3 mtgs
Online Courses
For technical requirements see page 4.
EE
Introduction to Investments
m
X 433.01 Management 4 units
34 hours of MCLE credit available.
Elective course in the Finance Certificate. Enrollment
limited. For more information see page 30.
&
Reg# Z6222CA
Through Dec 8: $555 / After: $605
Jan 8-Mar 19
Salman A. Sadiq, BA, MBA, JD, Attorney, Financial
Industry Regulatory Authority
EE
Security Analysis
m
X 433.02 Management 4 units
34 hours of MCLE credit available.
Prerequisite: X 433.01 Introduction to Investments and
X 432.3 Financial Statements Analysis or consent of
instructor. Elective course in Finance Certificate. Enroll-
ment limited. For more information see page 31.
&
Reg# Z6199CA
Through Dec 15: $555 / After: $605
Jan 15-Mar 26
Peter H. Lou, MBA, MA, CFA, Senior Manager, Wells
Fargo Bank
Financial Literacy
For more information call (310) 825-4938 or email
sgomez@uclaextension.edu.
The courses and seminars in this section are
designed for individuals who are seeking a bet-
ter understanding of their own personal
finances. Instruction covers a variety of topics,
including investments, money management and
budgeting, educational funding, risk manage-
ment and insurance, and retirement planning.
EE
Fundamentals of Personal Finance
X 430.61 Management 4 units
This is the one course that you wish you had taken back
in high school! Intended for individuals of any age and
financial background, this 12-week course provides the
fundamentals and underlying principles of personal
finance. Instruction includes a comprehensive review in
the areas of cash management and consumer credit;
housing and other consumer buying decisions; invest-
ment basics; insurance and legal protection; retirement
planning; funding educational expenses; and estate
planning. Participants leave the class with a thorough
understanding of personal financial planning techniques
and a step-by-step approach for putting these strate-
gies into action. Internet access required to retrieve
course materials.
&
Reg# Z6708CA (Credit)
Through Dec 7: $445 / After: $489
Reg# Z6722CA (Non-Credit)
Through Dec 7: $355 / After: $389
UCLA: 154 Dodd Hall
Tue 6:30-9:30pm, Jan 7-Mar 25, 12 mtgs
Steven L. Gail, BA, Registered Option Principal,
Amerivet Securities, Inc.
Wealth That Lasts
833.641 Management 1 CEU
Managing personal wealth is a business that should be
guided by solid plans based on your goals, assets and
lifestyle needs. Yet many individuals and families treat
their investments in a non-businesslike manner. This
course is designed exclusively for affluent individuals
and families who want to learn how to better manage
their wealth in a proactive, comprehensive, and objec-
tive manner. In an easily communicated way, the course
teaches you, the individual investor, how to apply a
process-driven approach to wealth management by
focusing first on your personal goals and objectives.
Instructors work with you to ultimately develop a cus-
tomized plan that is designed to preserve and grow
your wealth, help you gain confidence to manage your
financial team, and provide the tools you need to man-
age your wealth like a business. Enrollment limited.
Advance enrollment highly recommended. Participants
may enroll at the door, space permitting.
Reg# Z7132CA
Fee: $995
Reg# Z7133CA (Couples)
Fee: $1,095
Marina del Rey: Marina del Rey Marriott,
4100 Admiralty Way
Wed 6-8pm, Feb 19-Mar 19, 5 mtgs
Robert J. Bancroft, BS, CIMA, AAMS, CIMC
kkk
Reg# Z7130CA
Fee: $995
Reg# Z7131CA (Couples)
Fee: $1,095
Westwood: 204D Extension Lindbrook Center
Tue 6-8pm, Feb 18-Mar 18, 5 mtgs
Jason K. Bleimeyer, BS, CIMA, CIMC
Personal Finance Series
Enhance your financial literacy and effectively
manage your finances by attending our
Personal Finance Series of 1-day seminars.
Offered conveniently on Saturdays, the semi-
nars can be taken individually or enroll in the
entire series at a discounted fee.
For more information, call (310) 825-4938 or email
sgomez@uclaextension.edu.
Personal Finance Series
833.818 Management 1.8 CEU
Includes course materials.
Designed for individuals of all ages, this series of 3
seminars surveys the key facets of organizing personal
finances and planning strategies for creating wealth
and maximizing long-term financial health. The series
consists of three seminars: 833.61 Moving From Debt
to Wealth on Any Income; 833.64 Tax Strategies for
Building and Maintaining Wealth; 833.613 Investing in
Mutual Funds and ETFs (each seminar in the series also
can be taken individually; see listings below for detailed
descriptions of each seminar). Advance enrollment is
highly recommended. Single admission at the door,
space permitting; payment by credit card only.
Reg# Z6922CA
Through Dec 25: $195 / After: $209
Westwood: 216 Extension Lindbrook Center

✷ Sat 9am-3pm, Jan 25; Feb 15; Mar 22,
3 mtgs
Take Charge of
Your Finances
Fundamentals of Personal Finance
This is the one course that you
wish you had taken back in high
school! Intended for individuals of
any age, this 12-week course pro-
vides the underlying principles of
personal finance, including plan-
ning techniques and a step-by-step
approach for putting these strategies
into action.
Personal Finance series
Short on Time? Enhance your
financial literacy by attending the
Personal Finance Series. These
1-day seminars can be taken
individually or you can enroll in
all 3 and save.
Offered This Quarter
Moving from Debt to Wealth on
any income
tax strategies for Building and
Maintaining Wealth
investing in Mutual Funds and etFs
Page 32.
Enhance your financial literacy and learn how to better manage your
day-to-day finances.
For More Information
sgomez@uclaextension.edu |
(310) 825-4938
| uclaextension.edu/pf-sequence
32
Business, Management & Legal Enroll at uclaextension.edu or call (310) 825-9971
Moving from Debt to Wealth
on Any Income
833.61 Management 0.6 CEU
Includes course materials.
If it seems like all the money you earn comes in one
hand and just goes out the other, you’re not alone. Over
90% of our population has not been taught the basics
of handling money effectively and only an estimated
10-20% of American workers and business owners will
retire feeling financially secure. In this seminar, partici-
pants learn a revolutionary system to move from debt
to financial independence, a system which is consis-
tently practiced by the wealthiest people in the country.
Topics include how to set and achieve your financial
goals, living within your income, getting out of credit
card debt, saving 10-20% of your gross income each
month, handling emergency spending without a finan-
cial disaster, and learning how to spend money. Stu-
dents leave the seminar with practical techniques and
strategies that can be implemented immediately.
Enrollment limited. This seminar is part of the Personal
Finance Series. Advance enrollment highly recom-
mended. Participants may enroll at the door, space
permitting; payment by credit card only.
Reg# Z6917CA
Through Dec 25: $95 / After: $105
Westwood: 216 Extension Lindbrook Center

✷ Sat 9am-3pm, Jan 25, 1 mtg
Rennie Gabriel, BA, CLU, CFP
®
, President, The Financial
Coach, Inc.
Tax Strategies for
Building and Maintaining Wealth
833.64 Management 0.6 CEU
Includes course materials.
This 1-day seminar is designed for individuals who are
interested in implementing proven tax strategies for
reducing overall tax liabilities and increasing cash flow.
Participants learn how to lower or defer federal and
state income taxes, capital gains taxes, and estate
taxes. The seminar includes a multi-line analysis of the
1040 tax form in terms of both a tax strategy and
financial-planning perspective. Current pension law also
is reviewed to determine the best options for managing
retirement assets, including pensions, IRAs, and 401K
plans, to ensure desired distribution benefits and a
maximum transfer of wealth. Enrollment limited. This
seminar is part of the Personal Finance Series. Advance
enrollment highly recommended. Participants may
enroll at the door, space permitting; payment by credit
card only.
Reg# Z6916CA
Through Jan 15: $95 / After: $105
Westwood: 216 Extension Lindbrook Center

✷ Sat 9am-3pm, Feb 15, 1 mtg
David R. Bergmann, BS, CFP
®
, EA, CLU, ChFC,
Managing Principal, The David R. Bergmann Group
Investing in Mutual Funds and ETFs
833.613 Management 0.6 CEU
Includes course materials.
Today, investors can choose from thousands of mutual
funds and exchange traded funds (ETFs) when trying to
put together the optimum investment portfolio for meet-
ing long-term financial objectives. To navigate this maze
of options, investors need a solid understanding of the
risks and rewards offered by these popular investment
vehicles. This 1-day seminar begins with a review of
basic investment principles, including an overview of
the equity and bond markets, alternative asset classes,
and a history of the mutual funds and ETF industries.
Participants are introduced to various investment styles
and strategies (index vs. actively managed funds,
financial risk-balancing techniques and the selection
process using fund prospectuses, annual reports, and
online resources). Students leave with a better under-
standing on how to construct a diversified mutual fund
and ETF portfolio. Enrollment limited. This seminar is
part of the Personal Finance Series. Advance enrollment
highly recommended. Participants may enroll at the
door, space permitting; payment by credit card only.
Reg# Z6918CA
Through Feb 22: $95 / After: $105
Westwood: 216 Extension Lindbrook Center

✷ Sat 9am-3pm, Mar 22, 1 mtg
Steven L. Gail, BA, Registered Option Principal,
Amerivet Securities, Inc.
Fundraising &
Nonprofit
Management
For more information call (310) 825-7093 or email
fundraising@uclaextension.edu.
For online technical requirements see page 4.
Fundraising
Principles of Fundraising
m
X 470.1 Public Policy 4 units
This survey course explores various fundraising strate-
gies and practices as well as presents an overview of
the integral role of fundraising in relation to the fiscal
viability of nonprofit organizations and supporting the
mission of nonprofit organizations. The course looks at
fundraising from the perspective of individuals, corpora-
tions, and foundations. It explains basic grant writing
processes and strategies for grant funding. The art of
“the ask” is also addressed. For technical requirements
see page 4. Required credit toward Fundraising and
Nonprofit Management Certificates. Enrollment limited
to 25 students.
&
Reg# Z6785CA
Through Dec 14: $455 / After: $495
Jan 14-Mar 18
Laura M. Mannion, EdD, CFRE, Assistant Vice Presi-
dent of Development at College of DuPage, Illinois.
Herr previous executive fundraising positions include
executive director for advancement, North American
Operations, Institute for Cancer Research, University of
London, London England; director of development,
American Committee for Weizmann Institute of
Science; and major gifts officer and regional vice
president/executive director, American Cancer Society,
Chicago, Illinois.
Annual Giving
m
X 437 Communication 2 units
This course provides an overview of the annual fund
which makes up the core support of many nonprofits.
Instruction examines several approaches to raising
unrestricted and restricted annual gift support, including
face-to-face solicitations, direct mail, telemarketing,
phone-mail, and gift clubs. Topics include case develop-
ment, board solicitation, volunteer enlistment and
training, IRS regulations, annual fund reporting, tech-
niques for upgrading donors, and the relationship
between annual giving and other types of contributed
support. For technical requirements see page 4.
Required course toward Fundraising Certificate. Enroll-
ment limited to 25 students.
&
Reg# Z6772CA
Through Dec 14: $295 / After: $325
Jan 14-Feb 18
Kenna Kasten, MS, MBA, Kenna is Executive Director
of United Way of Galveston, Texas. Previously, she was
the program director/grant writer, Big Brother/Big Sis-
ters of Southeast Texas and executive director/forensic
interviewer, Nueces County Children’s Advocacy Center.
Kenna has a master of science in educational psychol-
ogy and a master of business administration with a
concentration in human resources.
Capital Campaigns
X 492 Communication 2 units
As nonprofit organizations seek to construct new facili-
ties or expand/revitalize existing facilities and equip-
ment, it is often necessary to undertake a capital
campaign to provide essential funding. Increasingly,
endowment funds are being incorporated into capital
campaign goals. This course identifies key issues which
must be addressed prior to launching a successful
capital development program and focuses on organiz-
ing, planning, and implementing a campaign. Topics
include setting goals, the use of feasibility studies to
assess institutional readiness, writing a case for sup-
port, developing fundraising leadership, board develop-
ment, major gifts identification/cultivation and solicita-
tion, sources and numbers of gifts required to achieve
the goal, options on how to incorporate endowment
gifts in the solicitation mix, gift-acceptance policies,
proven principles of capital campaigns, reporting
mechanisms, and donor recognitions. Required course
toward Fundraising Certificate and recommended to
take as one of the last courses in the program.
&
Reg# Z6774CA
Through Jan 20: $295 / After: $325
UCLA: 152 Royce Hall
Thu 7-10pm, Feb 20-Mar 27, 6 mtgs
Instructor to be announced
Successful Grant Proposals
m
X 480 Communication 3 units
Designed for beginners and those who want to hone
their skills, this intensive workshop teaches you how to
write proposals for special projects and general support.
Instruction covers how to successfully package a win-
ning proposal from start to finish, including defining
program objectives, selecting approaches and a plan,
and preparing a program evaluation and proposal
budget. The course introduces you to widely used
resources available on the Internet and at local libraries,
and you gain practical tips for researching and identify-
ing appropriate funders. Researching and establishing
relationships with government foundations and corpora-
tions and learning how to read foundation tax returns
also is covered. For technical requirements see page 4.
Required course toward Fundraising Certificate.
Enrollment limited to 25 students.
&
Reg# Z6778CA
Through Dec 21: $455 / After: $495
Jan 21-Mar 25
Cara Seitchek, development officer, grant proposal
writer, and prospect researcher for more than 15 years’
experience with fundraising, specializing in foundation
relations. Ms. Seitchek’s background includes the fields
of public broadcasting, the arts and humanities,
sciences, health, policy, and international issues.
Introduction to Nonprofit
Organizations
X 486.01 Communication 1 unit
Nonprofit organizations are a crucial component of the
social fabric of American society. This introductory
course covers the fundamental differences between
nonprofit and for-profit organizations, as well as the
ways they are becoming increasingly alike. It examines
the creation of mission statements and strategies for
implementing your mission, including questions of
organizational structure, fiscal management, legal
obligations, budgeting, evaluation procedures, and
fundraising. The course also stresses the importance of
making and maintaining relationships with all stake-
holders, especially your board and other volunteers,
along with their roles in sustaining the organization.
Guest speakers from various agencies and organiza-
tions are featured. For technical requirements see
page 4. Required course toward Concentration in
Institutional Development. Recommended to take as
initial course in program along with X 455 Principles
of Fundraising. Advance enrollment required; no
enrollment at the door.
&
Reg# Z6779CA
Through Dec 22: $155 / After: $165
UCLA: 1343 School of Public Affairs Bldg.
Wed 7-10pm, Jan 22-Feb 5, 3 mtgs
J. P. O’Connor, expert in board governance, volunteer
development, strategic planning, and resource genera-
tion who works exclusively with nonprofit associations
and philanthropies. Ms. O’Connor has worked across
the country and abroad as a CEO, consultant, trainer
and facilitator, applying best practices to address an
ever-evolving field. She has served as USC’s alumni
director, designed/co-facilitated Leadership Burbank for
7 years, and her volunteer leadership experience
includes Pomona College alumni, KCET public televi-
sion, and the American Cancer Society. Ms. O’Connor
is a Fellow with the American Society of Association
Executives and was recognized as a Distinguished
Instructor by UCLA Extension.
Strategic Planning for Nonprofit
Organizations
m
X 486.04 Communication 1 unit
This in-depth look at the essential elements of strategic
planning assists development and public relations
professionals in their understanding of the process and
identifies ways in which they can become active part-
ners in the development of strategic plans. The course
examines the development of a strategic plan using
local nonprofit organizations as working models. The
emphasis is on practical application: students practice
creative brainstorming; managing conflicting priorities;
and developing consensus and commitment in regard
to organizational mission, values, vision, and goals.
Topics include analysis of strengths, weaknesses,
opportunities, and threats, and the involvement of all
stakeholders in the planning process. The functions of
fundraising and public relations are integrated within
the broader context of managing nonprofit organiza-
tions. For technical requirements see page 4. Required
course toward Concentration in Institutional Develop-
ment. Elective credit toward Fundraising Certificate.
Enrollment limited to 25 students.
&
Reg# Z6783CA
Through Jan 26: $155 / After: $165
Feb 26-Mar 11
Cindy Briggs, CFRE, Owner, CRB Consulting Services,
whose Executive Director positions include Susan G.
Komen for the Cure, Dallas, Texas and Big Brothers Big
Sisters of Polk County, Florida. Ms. Briggs is the former
associate vice president of development for St. Leo
University and was the director of public affairs for
Goodwill Industries in Lakeland, Florida.
Fundraising Internship
X 417.5 Communication 3 units
Internships are an important first step in résumé build-
ing, developing a professional network, and getting
one’s foot in the door. The Fundraising Internship
option offers certificate students in advanced standing
an opportunity to acquire real-world experience, pro-
viding a crucial link between the classroom and the
field. Interns work a minimum of 50 hours during one
quarter and earn 3 units of elective credit toward the
Fundraising Certificate Program. An Internship Coordi-
nator (a UCLA Extension journalism instructor) monitors
the internship throughout to ensure a substantive
learning experience. Students must earn a passing
grade of “C” or better in order to receive credit. Most
internships are unpaid; however, some offer a modest
stipend and/or flexible working hours. For more infor-
mation and an application, email fundraising@uclaex-
tension.edu or call (310) 825-7093. Prerequisite: Open
to students who have established candidacy in a
Fundraising Certificate and have completed the pre-
requisite courses with a letter grade of “B” or better.
X 455 Principles of Fundraising, X 413.1. Non-certifi-
cate students may submit an application for internship
credit along with a resume and 1 letter of professional
reference. Elective credit toward Fundraising Certifi-
cates. Certificate students eligible for $165 discount.
Visitors not permitted.
Reg# Z6784CA
Through Dec 6: $605 / After: $660
Jan 6-Mar 30, 12 mtgs
(12 mtgs to be arranged)
Larry Baum, Emeritus Director/Internal Consultant,
Cedars-Sinai Medical Center; Advisor to the Health
Professions Education Foundation; Member of the
Board, Psychological Trauma Center and The Merchant
of Tennis/Monty Hall/Cedars-Sinai Medical Center
Diabetes Tennis Tournament
Enroll at uclaextension.edu or call (310) 825-9971 Business, Management & Legal
33
Nonprofit Management
Principles of Fundraising
m
X 470.1 Public Policy 4 units
Required credit toward Fundraising and Nonprofit
Management Certificates. Enrollment limited to 25
students. For more information see page 32.
&
Reg# Z6785CA
Through Dec 14: $455 / After: $495
Jan 14-Mar 18
Laura M. Mannion, EdD, CFRE, Assistant Vice Presi-
dent of Development at College of DuPage, Illinois.
Herr previous executive fundraising positions include
executive director for advancement, North American
Operations, Institute for Cancer Research, University of
London, London England; director of development,
American Committee for Weizmann Institute of
Science; and major gifts officer and regional vice
president/executive director, American Cancer Society,
Chicago, Illinois.
Nonprofit Governance and Board
Management
X 470.2 Public Policy 4 units
This course presents an overview of the role of advi-
sory boards and nonprofit governance practices. It
explores how best to identify board members and
examines their roles on the board. The course also
looks at the importance of board relations; board
recruitment and management strategies are explored
for all types of nonprofit organizations (international,
national, state, local). Systems of governance and their
importance to the longevity and viability of the non-
profit also are discussed. For technical requirements
see page 4. Prerequisite: X 470 The Evolving Role of
Nonprofits in Society: Activism, Advocacy, and Social
Responsibility and X 470.1 Principles of Fundraising
or equivalent experience. Required course toward
Nonprofit Management Certificate.
&
Reg# Z6787CA
Through Jan 22: $495 / After: $545
Downtown Los Angeles: 261 S. Figueroa St.,
Figueroa Courtyard, Suite 100W,
Classroom 101A

✷ Sat 9am-4pm, Feb 22-Mar 22, 5 mtgs
Kim Williams, EdD, independent management consul-
tant specializing in nonprofit board development, stra-
tegic planning, ethics and accountability, board succes-
sion, and executive transition; Faculty, Los Angeles
Junior Chamber of Commerce Riordan Volunteer
Leadership Development Program and Junior League
of Los Angeles Board Fellows Program; Board of Directors,
Rotary Club of Los Angeles
Strategic Planning within a Nonprofit
Environment
m
X 470.7 Public Policy 4 units
This course takes an in-depth look at the essential
elements of strategic planning. The course introduces
students to the strategic planning principles, the process
a SWOT analysis, elements of an environmental scan and
other tools available to nonprofit managers. For technical
requirements see page 4. Required course toward
Nonprofit Management Certificate. Elective course toward
Fundraising Certificate. Enrollment limited.
&
Reg# Z6786CA
Through Dec 22: $495 / After: $545
Jan 22-Mar 26
Robert L. Dewhurst, Robert L. Dewhurst, CFRE, EdD,
Vice President, Alabama Baptist Children’s Homes &
Family Ministries. Robert has over three decades of
experience in the nonprofit and public sectors. Robert
has trained and consulted for nonprofit organizations in
India, Trinidad-Tobago, Jamaica, and Uganda. He is the
recipient of nine commendations for exceptional and
meritorius service from the United States Army.
Homeland Security
& Emergency
Management
For more information call (310) 794-5470.
Online Courses
For online technical requirements see page 4.
Homeland Security and Emergency
Management Information Session:
A Free Event
m
UL 722.25 Management
Conducted entirely online.
Explore the benefits of UCLA Extension’s HSEM Certifi-
cate. Interact with our expert instructors and staff to
learn more about the program as well as career oppor-
tunities in this high-growth industry. The information
session is conducted asynchronously online and can be
accessed at your convenience. Registration includes a
log-in ID and password. Participants must provide a
valid email address upon enrollment. For technical
requirements see page 4. Admission is free, but
advance registration is required. Participants must
provide a valid email address upon enrollment.
Reg# Z6795CA
Fee: $0
Feb 18-28
Study Options
Enroll in individual courses or a
Fundraising Certificate
. Some
courses also are offered online.
Learn from the Best
Our distinguished instructors and
guest speakers teach modern skills
and techniques drawn from today’s
exciting, challenging, and rewarding
fundraising and nonprofit sector.
Internships
Get real-world experience
with an internship. Opportunities
are available for eligible certificate
students who have completed a min-
imum of 5 courses. For guidelines
on how to qualify and enroll, call
(310) 825-7093
.
Fundraising Certificate
Designed for Your Career
Are you interested in growing as a:

Professional grant writer?

Prospect researcher?

Devel opment officer?

Head of your own 501(c)(3)?
Our fundraising and nonprofit
courses offer the comprehensive
professional development you
need for success in these
challenging times.
For More Information
fundraising@uclaextension.edu |
(310) 825-7093
| uclaextension.edu/fundraising
Nonprofit Management
For More Information
nonprofit@uclaextension.edu |
(310) 825-7093
| uclaextension.edu/nonprofit
The Nonprofit Management Certificate is an intensive 1-year
program designed for nonprofit professionals looking to improve
the overall performance of their nonprofit organization.

Network with experienced nonprofit leaders and educators

Study capacity building, strategic planning, and program evaluation

Build complementary skills in business development and leadership
Principles of Fundraising
m
, page 32.
nonprofit governance & Board Management, page 33.
strategic Planning Within a nonprofit environment
m
, page 33.
Visit uclaextension.edu/nonprofit to learn how you can join this dynamic
and interactive experience.
Of Interest to
Fundraising &
Nonprofit
Professionals
nonprofit accounting
m
Page 20.
accounting for
non-accountants
Page 18.
Fundamentals of
Corporate Budgeting
Page 30.
Commodity Futures trading
Page 31.
Course Icons
Provide
Information
At‑a‑Glance
m
Online course.
&
Textbook required
C
UC credit; may be transferable to
other colleges and universities.
M
Meets during daytime hours.
E
Credit course may not be taken
passed/not passed.
34
Business, Management & Legal Enroll at uclaextension.edu or call (310) 825-9971
Homeland Security &
Emergency Management
(HSEM) Certificate
A substantial focus on security, protection, and emergency response has
emerged not only from 9/11 and terrorist activities but has evolved from
the severity of natural disasters and infrastructure failures on major
population centers.
To remain competitive, businesses need to be better prepared to respond to
emergencies, have continuity plans, adhere to new regulations, and prepare
its workforce for unexpected natural and man-made emergencies.
With billions of dollars being spent in research, security improvements,
and continuity plans, the field of Homeland Security and Emergency
Management (HSEM) continues to grow and evolve as an important field
in the private and public sectors. Specialize in HSEM and broaden your
employment prospects with this timely certificate.
Learn:

Key elements of emergency preparedness, including Department of
Homeland Security issues and resources

What to consider when developing a preparedness plan

Federal, state, and local compliance issues and regulations

How to effectively deal with human, legal, and ethical issues that arise in
any disaster

Tools for applying risk and vulnerability assessments to any organization

How to improve existing emergency and Business Continuity Plans

How to secure, prevent, respond to, and be better prepared for emergencies

Private and public sector job opportunities
Offered This Quarter:
emergency Preparedness and Homeland security: an Overview
m
Fundamentals of emergency Preparedness
m
testing, training & exercises for Business & government agencies
Crisis Management and Communications: safeguarding images and Viability
m
internship in Homeland security and emergency Management
m
Page 33.
Plus…
Free Online Information Session
Nov 12-22 (Z4239CA) or Feb 18-28 (Z6795CA)
Interact with our expert instructors and staff to learn more about
the HSEM/RSRM Certificates as well as career opportunities. The
event is conducted asynchronously online. Registration includes a login
ID and password. Participants must register using the appropriate Reg#
above and provide a valid email address.
For More Information
uclaextension.edu/homeland |
(310) 206-2920
An Expanding Field
Professionals who assess business
risks and create plans to minimize
them are part of a growing, specialized
field. Supervisory and consulting
jobs include Business Continuity &
Contingency Planners; Managers in
Business Resiliency, Capability Review,
& Risk Reduction; Operational
Risk Analysts; Resilience & Risk
Reduction Coordinators; Security
Architects & Researchers; Enterprise
Risk Managers.
Gain Industry Expertise with our NEW Certificate
The Risk, Security, & Resiliency Management Certificate goes beyond
traditional, fiduciary risk management courses to provide the basics to
enter a growing field or gain new skills to boost your existing career.
You get:

Practical knowledge: To use on the job immediately

Expert instruction: From industry leaders with years of experience

Modern, up-to-date curriculum: The newest practices and tools

Flexible, Affordable & Accessible: Convenient courses for working adults
with many online or evenings & weekends at our downtown Los Angeles
location and Westwood. Courses are “pay as you go,” with no large,
upfront deposits. Total costs are well below comparable programs. No
degrees or prior training required under our open-admission policy.
Offered This Quarter
emergency Preparedness and Homeland security: an Overview
m
Page 35.
Crisis Management and Communications: safeguarding image and Viability
m
Page 49.
Risk, Security & Resiliency
Management Certificate
Earn a Certificate Essential to Business Operations
A volatile marketplace, abrupt regulatory changes, supply-chain
disruptions, natural disasters, and safety and security threats
can imperil business and government functions. Learn core
knowledge and skills essential to leaders in the growing field of
risk and resiliency management, business contingency planning,
and security. Help plan against threats and hazards and ensure
continued business operations.
For More Information
uclaextension.edu/risk |
(310) 206-2920
Plus…
Free Online Information Session
Nov 12-22 (Z4239CA) or Feb 18-28 (Z6795CA)
Interact with our expert instructors and staff to learn more about the
HSEM/RSRM Certificates as well as career opportunities. The event is
conducted asynchronously online. Registration includes a login ID and
password. Participants must register using the appropriate Reg# above
and provide a valid email address.
Enroll at uclaextension.edu or call (310) 825-9971 Business, Management & Legal
35
EE
Emergency Preparedness and
Homeland Security: An Overview
m
X 408.801 Management 4 units
Gain an understanding of the key elements of emer-
gency preparedness, including Department of Home-
land Security issues and resources; elements of
effectively managing any major crisis; and how to assist
in the development of emergency preparedness strat-
egy in a private company or a government agency.
Learn about protection planning for an organization’s
employees, customers, and physical assets; insuring
compliance with applicable federal, state, and local
regulations; and how to look internally at processes and
procedures in order to plan and build “networks” or
external relationships, resources, assistance, and
cooperation. The course includes student work with
selected training sources and exercises that reinforce
key learning objectives. For technical requirements see
page 4. Required course in the Homeland Security and
Emergency Management Certificate.
&
Reg# Z6354CA
Through Dec 7: $595 / After: $650
Jan 7-Mar 18
Gabriela Noriega, PhD, Emergency Management
Coordinator, L.A. Emergency Management Dept.
EE
Fundamentals of Emergency
Preparedness
m
X 408.802 Management 4 units
This course moves into the real-world work environ-
ment, and builds your know-how in many specific job
functions: understanding senior management’s com-
mitment to organizational preparedness for disasters,
both inside the company and external to the company;
interorganizational collaboration and trust in prepared-
ness planning; preparing the inventories of employees,
assets, suppliers, and customers; identification of all
organization stake-holders; identification of key depart-
ments and employees who have critical roles in pre-
paredness and a description of each role; basics of
verbal and written plan communication and distribu-
tion; what should be considered in developing a pre-
paredness plan; federal, state, and local compliance
issues and regulations; and understanding your
organization’s “community” and “external networks” in
the context of crisis planning, management, and
recovery. For technical requirements see page 4.
Prerequisite: X 408.801 Emergency Preparedness and
Homeland Security: An Overview (may be taken con-
currently). Required course in the Homeland Security
and Emergency Management Certificate.
Reg# Z6355CA
Through Dec 8: $595 / After: $650
Jan 8-Mar 19
Paul Myers, PhD, CEM, Associate Director, Emergency
Preparedness, Save the Children, U.S. Programs
EE
Testing, Training, and Exercises for
Business and Government Agencies
m
X 408.804 Management 4 units
Every organization has unique vulnerabilities, assets,
exposures, and employees. Learn the tools for applying
risk or vulnerability assessment for any organization and
incorporating these assessments into thriving emer-
gency plans. Emergency plans must then undergo
reality checks in the form of testing, training, and
exercises. This course provides you with the sets of
tools and cases that lead to knowledge in structuring
assessments, testing/validating, training, and exercises
applicable inside any specific organization. For technical
requirements see page 4. Required course in the
Homeland Security and Emergency Management
Certificate. Enrollment limited.
&
Reg# Z6356CA
Through Dec 9: $595 / After: $650
Jan 9-Mar 20
Enrollment deadline: Jan 13
Lauren Ohl-Trlica, MSc, CEM, Emergency Manage-
ment Specialist, UCLA EH&S/Office of Emergency
Management
EE
Internship in Homeland Security and
Emergency Management
m
X 408.806 Management 4 units
The internship—which may be taken as a substitute for
Building the Preparedness Plan—provides practical
experience and application of the knowledge and skills
learned in the previous courses. Students intern for a
minimum of 75 hours with sponsoring companies,
businesses, and organizations, who have no obligation
to provide compensation. Internship projects may
include—but are not limited to—assisting in prepared-
ness plan development, client communications support,
community preparedness, and research. For technical
requirements see page 4. Prerequisite: Students must
be officially enrolled in the Homeland Security and
Emergency Management Certificate and have success-
fully completed the other 5 required courses. Enroll-
ment limited. International students must contact the
International Student Office at (310) 825-9351 to
confirm eligibility. Restricted course; call (310)
794-5470 for permission to enroll. Web enrollments
automatically generate a “Permission to Enroll” request.
Reg# Z6788CA
Through Dec 8: $595 / After: $650
Jan 8-Mar 19
Enrollment deadline: Jan 12
Lauren Ohl-Trlica, MSc, CEM, Emergency Manage-
ment Specialist, UCLA EH&S/Office of Emergency
Management
Human Resources
Management &
Organizational
Development
Certificates:
Human Resources Management
General Business Studies with Concentration
in Human Resources Management
Business Administration with Concentration
in Human Resources Management
For information call (310) 206-1654 or visit
uclaextension.edu/humanresources.
Human Resources
Management Certificate
For more information about specific courses call
(310) 825-2012 or email efisher@uclaextension.edu.
Ethics for Human
Resources Professionals
859.50 Management 1.2 CEU
Today’s HR professionals function as a key source of
ethical awareness for managers and employees in the
companies they serve. This course heightens awareness
of when integrity and an understanding of ethical issues
are required, not only when advising others, but also
when addressing the issues they themselves face.
Instruction enables participants to recognize the parts of
their job in which ethical issues are most likely to be
experienced; employ practical techniques to develop
solutions, evaluate their impacts, and decide on a course
of action; understand the impacts of cultural and orga-
nizational pressures to conform; identify when to escalate
issues and to whom; know the early warning signals of
conflict between personal and work values; and assess
how to maintain personal integrity. Business experience
and case studies create a basis for discussion. Partici-
pants develop a toolkit with practical information
and techniques to use in their work places. Advance
enrollment required; no enrollment at the door.
&
Reg# Z6749CA
Through Feb 8: $285 / After: $309
Westwood: 216 Extension Lindbrook Center

✷ Sat 9am-4pm, Mar 8 & 15, 2 mtgs
Enrollment deadline: Mar 7
Paul Falcone, Bestselling author and principal, Paul-
FalconeHR.com
Group Discount
A 10% group discount is available
to companies that enroll three or
more employees in the same course.
Group A: Core Courses
(7 required plus Ethics
requirement)
X 450 elements of Human Resources
Management
X 450.03 Financial aspects of Human
Resources Management
X 450.2 talent acquisition
X 450.31 Compensation Programs:
administration and Design
X 450.32 Benefits Programs:
administration and Design
X 450.34 employee Relations and
Legal aspects of Human Resources
Management
X 482.201 Human Resources
Development
859.50 ethics for Human Resources
Professionals
Group B: Elective Courses
(8 units required)
(Courses are 4 units unless
otherwise specified.)
X 450.35 strategic Human Resources
Management
X 450.65 international Human
Resources Management
X 450.36 Human Capital Management
X 482.203 advanced Human
Resources Management
X 485.5 Recruiting for a green
Workplace
X 478.5 Crisis Management and
Communications: safeguarding image
and Viability (2 units)
X 491.11 Managing Change in
Organizations (2 units)
X 450.50 internship in Human
Resources Management (5 units)
Human Resources
Management Certificate
A 9-course program to develop skills and pro vide immediate
applications in the workplace, Extension’s Human Resources
Management Certificate features current and comprehensive
grounding for today’s HR professional.
Taught by instructors who are leading practitioners in the field,
course work emphasizes the business comprehension and skills
needed for today’s evolving HR industry. Courses are offered
at UCLA and online.
To enroll in the certificate, an application must be processed by
the completion of the second course. To obtain an appli cation
visit uclaextension.edu/humanresources. For cer
tificate program
require ments call
(310) 206-1654
.
Recertification Credit for Human Resources Professionals
These courses have been approved for recertification credit hours
toward PHR
®
, SPHR
®
, and GPHR
®
TM
recertification through
the Human Resource Certification Institute (HRCI). (HRCI is
an affiliate of the Society for Human Resource Management.)
For information about recertification visit hrci.org.
36
Business, Management & Legal Enroll at uclaextension.edu or call (310) 825-9971
Preparing for the Professional in
Human Resources (PHR) and Senior
Professional in Human Resources
(SPHR) Examinations
892.11 Management 3.3 CEU
Fee includes course materials but does not cover PHR
and SPHR exam registration costs.
This course is designed to help students who plan to
sit for the PHR (Professional in Human Resources) or
SPHR (Senior Professional in Human Resources) exami-
nations. The course uses the SHRM Learning System
materials, which are specifically geared toward the PHR
and SPHR bodies of knowledge. The course is well-
suited to the student who prefers a structured, directed
classroom approach to studying for either examination.
The course follows a “study roadmap” designed to
gradually introduce new subject matter while reinforcing
material learned earlier, which helps students retain
concepts over time and maximize performance on test
day. Motivational and test-taking strategies are covered
throughout. Toward the end of the course, instructors
work with students to design an individualized final
review plan leading up to their test date. Enrollment
limited; early enrollment advised. Note: The HR Certifi-
cation Institute requires HR professionals sitting for the
PHR or SPHR exams to have a combination of demon-
strated work experience and education. Eligibility is
determined by the HR Certification Institute. If you wish
to take the PHR or SPHR exam, you must complete a
separate application form online through the HR Certi-
fication Institute. Neither the SHRM Learning System
nor this course is a substitute for the certification
examination. Students are solely responsible for verify-
ing their eligibility to sit for the exam directly with HRCI.
For more information on eligibility, exam dates, or to
apply to take the exam, visit hrci.org. Internet access
required to retrieve course materials.
Reg# Z6761CA
Through Dec 8: $1,005 / After: $1,100
UCLA: 2278 School of Public Affairs Bldg.
Wed 6:30-9:30pm, Jan 8-Mar 19, 11 mtgs
$530 nonrefundable fee; no refund after Jan 22
(official SHRM student package with a value
of $500)
Tim Farrell, JD, BA, SPHR, Vice President, Senior HR
Business Partner, City National Bank
EE
Elements of Human
Resources Management
X 450 Management 4 units
33 hours of MCLE credit available.
This course provides an overview of, and introduction to,
the basic human resources management (HRM) func-
tions: employment, employee relations, training and
development, compensation, benefits, and human
resources information systems (HRIS). Topics include
aspects of designing and structuring an HRM/personnel
department, the history and future of HRM, the changing
nature of work, the relationships of HRM functions, the
current legal environment in which HRM operates,
sources for obtaining answers to most operational HRM
problems, and an exploration of HRM as a career. Elective
course in the Business Fundamentals Certificate. Internet
access required to retrieve course materials.
&
Reg# Z6742CA
Through Dec 6: $455 / After: $495
Downtown Los Angeles: 261 S. Figueroa St.,
Figueroa Courtyard, Suite 100W,
Classroom 107B
Mon 6:30-9:30pm, Jan 6-Mar 24, 11 mtgs
(no mtg 1/20 & 2/17; 1 mtg to be arranged)
Enrollment deadline: Jan 27
Roxanne Roske, SPHR, Senior Complaint Investigator,
USC, Office of Equity and Diversity
EE
Financial Aspects of Human
Resources Management
X 450.03 Management 4 units
To be a successful business partner with senior man-
agement, the human resources professional needs to
effectively manage the financial impact of their HR
department or section on the company’s bottom line.
Through presentation, discussion, and exercises, this
course provides the HR practitioner with the hands-on
tools and information needed to measure the cost of
the HR functional area(s) for which they are responsible.
In addition, some typical company financial statements
are discussed, including the income statement, balance
sheet, and the statement of cash flows, with sugges-
tions on ways that the HR practitioner can enhance a
company’s financial performance. Prerequisite: X 450
Elements of Human Resources Management or consent
of instructor. While no formal experience in statistics is
required, students will need to demonstrate basic high
school level math/numerical skills; a knowledge of basic
algebra is also recommended. Internet access required
to retrieve course materials.
&
Reg# Z6743CA
Through Dec 7: $455 / After: $495
UCLA: A44 Haines Hall
Tue 6:30-9:30pm, Jan 7-Mar 18, 11 mtgs
Enrollment deadline: Jan 21
Cindy Troianello, BA, CPA, nationally recognized
HR professional
EE
Talent Acquisition
X 450.2 Management 4 units
A high-quality workforce is essential to the success of
businesses today. This course covers the strategies,
concepts, and practices essential to the effective selec-
tion of personnel to accomplish a business objective,
with an emphasis on recruiting, promoting, and retrain-
ing employees. The course also covers budget develop-
ment, job descriptions, interviewing techniques, assess-
ment, testing, background investigations, legal
requirements, reporting of results to management,
employee orientation, outplacement, and ethnic diversity
issues. Prerequisite: X 450 Elements of Human
Resources Management or consent of instructor.
&
Reg# Z6744CA
Through Dec 9: $455 / After: $495
UCLA: 1278 School of Public Affairs Bldg.
Thu 6:30-9:30pm, Jan 9-Mar 20, 11 mtgs
Enrollment deadline: Jan 23
Sal Sangi, MA, HR Consultant
EE
Compensation Programs:
Administration and Design
X 450.31 Management 4 units
In this introductory course, students explore compensa-
tion as a key factor in achieving organizational goals. In
addition to current concepts, approaches, techniques,
and terms, instruction examines the forces that shape
the development of compensation strategies, plans, and
policies. Topics include salary administration, incentive
plans, and stock-based programs; the factors of moti-
vation, performance evaluation, labor market dynamics,
and budgeting that underlie the development of com-
pensation programs; key steps involved in developing
salary administration and cash-incentive programs;
major laws and regulations that apply to compensation;
and the way compensation programs are designed for
specific job families, units/functions, and levels of
organization. The compensation plan design is pre-
sented in a business context that includes issues and
situations faced by practitioners in the field. The course
also provides approaches for communicating programs
and monitoring their effectiveness. Prerequisite: X 450
Elements of Human Resources Management or consent
of instructor. Students need to demonstrate basic high
school level math/numerical skills.
&
Reg# Z6745CA
Through Dec 9: $455 / After: $495
UCLA: 1256 School of Public Affairs Bldg.
Thu 6:30-9:30pm, Jan 9-Mar 20, 11 mtgs
Enrollment deadline: Jan 23
Steven I. Goodstein, MS, CCP
EE
Benefits Programs:
Administration and Design
X 450.32 Management 4 units
Employee benefits are expensive and important to any
organization, accounting for nearly 40% of total
employee compensation. This comprehensive course
provides essential information for evaluating and
designing programs to meet corporate objectives.
Technical jargon is demystified, and the interesting
human side of employee benefits is examined. Instruc-
tion covers the most competitive benefits offered by
employers and related administrative strategies, tools,
and techniques; how to control cost and still attract and
retain employees; basic methods of underwriting and
financing group insurance plans, e.g., health care; an
overview of popular 401(k) plans, similar retirement/
saving plans, and regulatory compliance issues; COBRA
and Protected Leave Administration; and practical
application of managing an employee benefit program
with a section 125 environment. Valuable benefit plan
designs also are presented in relevant business situa-
tions, including group discussion of actual case exam-
ples. Prerequisite: X 450 Elements of Human Resources
Management or consent of instructor. Internet access
required to retrieve course materials.
&
Reg# Z6746CA
Through Dec 7: $455 / After: $495
Downtown Los Angeles: 261 S. Figueroa St.,
Figueroa Courtyard, Suite 100W,
Classroom 101A
Tue 6:30-9:30pm, Jan 7-Mar 18, 11 mtgs
Enrollment deadline: Jan 21
Michael R. Kilroy, MBA, SPHR, Senior Vice President,
Business Partner Manager, City National Bank
EE
Employee Relations and Legal
Aspects of Human Resources
Management
X 450.34 Management 4 units
33 hours of MCLE credit available.
Designed for the human resources management (HRM)
generalist practitioner or anyone who is preparing for a
career as a specialist in labor/employee relations, this
course provides a survey of laws and regulations that
affect the practice of HRM in the U.S. and California.
Topics include an overview of employment; wage and
hour; benefits; EEO and AA; and labor/employee relations
and safety laws, rules, and regulations. All phases of
managing HRM responsibility are covered—from recruit-
ment through termination. Instruction balances the rights
and responsibilities of employees and management
to provide a productive, harmonious, and efficient
work environment while meeting business objectives.
Prerequisite: X 450 Elements of Human Resources
Management or consent of instructor.
&
Reg# Z6747CA
Through Dec 8: $455 / After: $495
UCLA: 5264 Boelter Hall
Wed 6:30-9:30pm, Jan 8-Mar 19, 11 mtgs
Enrollment deadline: Jan 22
Wayne Schulman, MA, JD, CBP, Senior Vice President,
Human Resources and Corporate Counsel, Logix
Federal Credit Union
EE
Strategic Human Resources
Management
X 450.35 Management 4 units
This survey course introduces you to HRM in a business
and organizational context, covering a broad array of
skills and knowledge needed to effectively partner with
senior management. Topics include: macroeconomic
forces, strategic development and implementation; HRM-
business alignment; organization design and change;
motivation, goal-setting and performance; and leadership
and management. Students conduct independent
research and participate in a strategy-planning exercise.
Readings are provided electronically on Blackboard.
Prerequisite: Minimum of 3 HR certificate courses or 2
years of college-level business management courses or
business management experience. Internet access
required to retrieve course materials.
&
Reg# Z6750CA
Through Dec 8: $455 / After: $495
UCLA: 3126 Rolfe Hall
Wed 6:30-9:30pm, Jan 8-Mar 19, 11 mtgs
Enrollment deadline: Jan 22
Yvette Borcia, BA, Partner, Stern & Associates, Orga-
nizational and Compensation Consultants; author,
Stern’s SourceFinder and All About Pay
EE
Internship in Human
Resources Management
X 450.50 Management 5 units
This elective course provides practical experience in
Human Resource Management, with companies or
institutions within either the private or public sectors.
The learning outcomes will include an understanding of
the history and future of HRM, the changing nature of
work, the relationships of HRM functions, current legal
environment in which HRM operates, sources for
obtaining answers to most operational HRM problems,
and an exploration of HRM as a career. Qualified stu-
dents are placed in job settings for a minimum of 75
hours. Companies offering internships do so with no
obligation to provide compensation to interns. The
internship is a practical application of material studied
previously in various classes in the Human Resource
Management certificates. Prerequisite: International
Students: Before enrolling international students must
complete 9 months of full-time study in F-1 status.
International students must contact the International
Student Office at (310) 825-9351 to confirm eligibility.
Visitors not permitted. Restricted course; web enroll-
ments automatically generate a “Permission to Enroll”
request, after which our advisor will contact you.
Certificate students qualify for a discounted fee.
Mention this to the adviser when contacted.
Reg# Z6650CA
Fee: $635
Denise L. Jackson, MA, Director of Employee
Relations, Career Education Corp.
Courses of Interest to
HR Professionals
Best Practices in negotiation
Page 27.
Making Your Message Clear
Page 25.
Project Management that Works
Page 40.
Coaching and Mentoring employees
Page 40.
Managing Conflict and Disagreement
Page 25.
Supplement your Human Resources Certificate or brush up on
important skills with these short courses.
c
UC credit
m
Online course
E
Not available passed/not passed
&
Text required
M
Course held during daytime hours
Enroll at uclaextension.edu or call (310) 825-9971 Business, Management & Legal
37
EE
Human Resources Development
X 482.201 Management 4 units
This course examines the primary role of human
resources development (HRD) in the organization to help
people and organizations effectively manage change.
This highly interactive course focuses on strategies for
assessing, designing, and implementing training and
organizational development efforts that positively impact
the performance of the individual and the work group.
The course also provides an overview of change inter-
ventions, including training and staff development;
succession planning and performance management;
factors that influence HRD; the consulting role and skills
of the HRD professional, including facilitation and group
dynamics; and the trends in HRD, such as human per-
formance technology and the work out process model.
Prerequisite: X 450 Elements of Human Resources
Management or consent of instructor. Internet access
required to retrieve course materials.
&
Reg# Z6748CA
Through Dec 6: $455 / After: $495
Downtown Los Angeles: 261 S. Figueroa St.,
Figueroa Courtyard, Suite 100W,
Classroom 101A
Mon 6:30-9:30pm, Jan 6-Mar 24, 11 mtgs
(no mtg 1/20 & 2/17; 1 mtg to be arranged)
Enrollment deadline: Jan 27
Tim Farrell, JD, BA, SPHR, Vice President, Senior HR
Business Partner, City National Bank
EE
Advanced Human Resources
Management
X 482.203 Management 4 units
This advanced course is designed for HR professionals
who wish to make an effective contribution at a strate-
gic level in today’s rapidly changing organizations,
internally or as external consultants. Students will
integrate the knowledge gained through previous
coursework and experience and build on that concep-
tual foundation through lecture, class discussions,
presentations, real-life case studies, and practical
application. Emerging issues in human resource man-
agement will be discussed. Covered topics include:
transforming HR from the outside in, HR professionals
as strategic partners, the six domains of HR competen-
cies, advanced communication and negotiation tactics
for effective dialogue with senior management, design-
ing strategies to re-engage employees and heighten
productivity, understanding and addressing the increas-
ing multi-generational issues, and implementing a
retention strategy that addresses the needs of all
generations. Advanced HR management skills such as
consultation skills, coaching, change management, and
facilitation skills will be explored and practiced. Stu-
dents will learn how to safeguard their organization’s
bottom-line by acquiring the high level skills needed to
excel as an HR leader. Prerequisite: X 450 Elements of
Human Resources Management or consent of instruc-
tor. Completion of all required core classes or minimum
of 2 years of work experience. Internet access required
to retrieve course materials.
&
Reg# Z6741CA
Through Dec 6: $455 / After: $495
UCLA: 2325 School of Public Affairs Bldg.
Mon 6:30-9:30pm, Jan 6-Mar 24, 11 mtgs
(no mtg 1/20 & 2/17; 1 mtg to be arranged)
Enrollment deadline: Jan 27
Farnaz Tabaee, MA, President, Clarity 4 Results
Online Courses
For technical requirements see page 4.
Ethics for Human Resources
Professionals
m
859.50 Management 1.8 CEU
For more information see page 35.
&
Reg# Z6758CA
Through Jan 4: $285 / After: $309
Feb 4-Mar 11
Rachel Choppin, MA, Principal, HR 4 You
EE
Elements of Human Resources
Management
m
X 450 Management 4 units
33 hours of MCLE credit available.
Elective course in Business Fundamentals Certificate.
Required course in Business Administration Certificate.
Enrollment limited. For more information see
page 36.
&
Reg# Z6751CA
Through Dec 13: $555 / After: $605
Jan 13-Mar 24
Kathy Gilroy, MA, Human Resources Manager, Safety
Insurance
EE
Financial Aspects of Human
Resources Management
m
X 450.03 Management 4 units
Prerequisite: X 450 Elements of Human Resources
Management or consent of instructor. While no formal
experience in statistics is required, students must
demonstrate basic high school-level math/numerical
skills; a knowledge of basic algebra also is recom-
mended. For more information see page 36.
&
Reg# Z6753CA
Through Dec 14: $555 / After: $605
Jan 14-Mar 11
Eboni L. Hill, MS, Online Faculty, Franklin University
EE
Talent Acquisition
m
X 450.2 Management 4 units
Prerequisite: X 450 Elements of Human Resources
Management or consent of instructor. For more infor-
mation see page 36.
&
Reg# Z6752CA
Through Dec 15: $555 / After: $605
Jan 15-Mar 12
Paola Amaro Alvarez, MS,SPHR-CA, Director of
Human Resources, Esterline Control System Mason
EE
Compensation Programs:
Administration and Design
m
X 450.31 Management 4 units
Prerequisite: X 450 Elements of Human Resources
Management or consent of instructor. For more infor-
mation see page 36.
&
Reg# Z6754CA
Through Dec 15: $555 / After: $605
Jan 15-Mar 12
James Levine, MBA, Director, Compensation &
Benefits, Church & Dwight Co., Inc.
EE
Benefits Programs:
Administration and Design
m
X 450.32 Management 4 units
Prerequisite: X 450 Elements of Human Resources
Management or consent of instructor. For more infor-
mation see page 36.
&
Reg# Z6755CA
Through Dec 16: $555 / After: $605
Jan 16-Mar 13
Thomas Cannava, MA, Deputy Director for Human
Resources Administration, New York State, Office of
Court Administration
EE
Employee Relations and Legal Aspects
of Human Resources Management
m
X 450.34 Management 4 units
33 hours of MCLE credit available.
Prerequisite: X 450 Elements of Human Resources
Management or consent of instructor. For more infor-
mation see page 36.
&
Reg# Z6756CA
Through Dec 15: $555 / After: $605
Jan 15-Mar 12
Robert F. Archibold, MPA, Director of Employee
Relations, Centura Health, Inc.
EE
Human Capital Management
m
X 450.36 Management 4 units
The effective management of human capital, one of the
organization’s key investments, is critical to an organi-
zation’s success. Clear accountability for human capital
management, strong “systems” to support its develop-
ment and growth, and a HR structure that is aligned to
deliver results, differentiates world-class HR functions
from simply standard performance. This course focuses
on connecting business strategy with human capital
strategy, and the resulting impact this combination has
on the human resource department. Topics include HR
to business alignment, employment branding, managing
the performance and growth of human capital, effective
change management, the evolved role of the HR func-
tion, and professional and successfully marketing ideas
to management. Through lecture, case studies, discus-
sion, and guided experiences, participants examine
what these issues mean to the HR organization and
their personal careers. Students gain concrete tools and
action plans for elevating the HR function within an
organization. For technical requirements see page 4.
Prerequisite: X 450 Elements of Human Resources
Management and X 450.2 Talent Acquisition or consent
of instructor.
&
Reg# Z6759CA
Through Dec 14: $555 / After: $605
Jan 14-Mar 11
Mark A. White, MBA, Director, Organizational Develop-
ment, Kraft Foods North American Manufacturing
EE
International Human
Resources Management
m
X 450.65 Management 4 units
This course introduces the human resources practitioner
and international line manager to the legal, practical, and
successful human resources strategies used by interna-
tional companies in today’s global economy. Topics
include employment and staffing; compensation; bene-
fits; labor laws; employment-related taxation; leadership,
management, and supervisory practices among interna-
tional corporations; immigration; permanent resident and
temporary work visa status; and expatriate and repatria-
tion policies and practices. For technical requirements
see page 4. Elective course in Professional Designation
in and Commerce. Enrollment limited.
&
Reg# Z6760CA
Through Dec 16: $555 / After: $605
Jan 16-Mar 13
Daniel A. Van Bogaert, JD, Executive Compensation
and Benefits, ERISA Compliance Consulting
EE
Human Resources Development
m
X 482.201 Management 4 units
Prerequisite: X 450 Elements of Human Resources
Management or consent of instructor. For more infor-
mation see page 37.
&
Reg# Z6757CA
Through Dec 13: $555 / After: $605
Jan 13-Mar 10
Rachel Choppin, MA, Principal, HR 4 You
Other Courses of Interest to
Human Resource Professionals
EE
Organizational Communication
m
X 482.202 Management 4 units
For more information see page 25.
&
Reg# Z6762CA
Through Dec 16: $555 / After: $605
Jan 16-Mar 27
Steve L. Horowitz, PhD, Management Consultant, New
Freedom Communications
EE
Fundamentals of Business
Administration and Management
m
X 410.53 Management 4 units
Elective course in the Business Fundamentals Certifi-
cate. Required course in the Business Administration
Certificate. Enrollment limited; early enrollment advised.
For more information see page 26.
&
Reg# Z6737CA
Through Dec 16: $555 / After: $605
Jan 16-Mar 27
Maria Vitale, MA, Adjunct Faculty, Brandman University
& Chaffey College
For HR Professionals
Preparing for the Professional in Human Resources
(PHR) & Senior Professional in Human Resources
(SPHR) Examinations
Prepare for your success the right way—in a structured, directed classroom.
This course is designed to you pass the PHR or SPHR examinations.
Using the SHRM Learning System materials, which are specifically geared
toward the PHR and SPHR bodies of knowledge, you develop an under-
standing of all areas cover by the exams.
Page 36.
For More Information
(310) 825-2012
38
Business, Management & Legal Enroll at uclaextension.edu or call (310) 825-9971
International Trade &
Commerce
For more information about specific courses call
(310) 206-5075 or email jgill@uclaextension.edu.
Certificates:
International Trade & Commerce
General Business Studies with Concentration
in International Trade & Commerce
Business Administration with Concentration
in International Trade & Commerce
For more information call (310) 206-1654 or
visit uclaextension.edu/bamcert.
EE
Introduction to
International Business
X 460.902 Management 4 units
This course provides students with a basic understand-
ing of the broad field of international business, present-
ing views from both the home and host country per-
spectives. The wide range of international business
topics covered includes foreign direct investment,
import/export, foreign exchange, global sourcing, mar-
keting, and international economic concepts. This
course provides a solid foundation for the subsequent
courses in the certificate program in International Trade
and Commerce. Students in other programs also find
the course very useful in achieving a fundamental
understanding of international business operations.
Enrollment limited. Internet access required to retrieve
course materials.
&
Reg# Z6837CA
Through Dec 7: $455 / After: $495
UCLA: 118 Haines Hall
Tue 6:30-9:30pm, Jan 7-Mar 18, 11 mtgs
Mark E. Buchman, BS, President, PacRim Financial
Consultants; recipient, UCLA Extension Distinguished
Instructor Award, 2012
EE
Fundamentals of International Trade
X 460.903 Management 4 units
33 hours of MCLE credit available.
This course covers the necessary procedures to start
up an international trading business, by providing a
detailed introduction to the practices, procedures, and
services used in the U.S. to export and import merchan-
dise. Topics include organizations affecting international
trade: sources of information for trading, monitoring,
and evaluating commercial conditions in other coun-
tries; market research and planning: identifying poten-
tial suppliers, pricing merchandise, and resources to
find buyers; sales channels: direct, agents, distributors,
and representatives; merchandise regulations: control
of exports and imports, international classification
system, responsibilities of U.S. Customs, rules and
related dues; financing: sources of funds for exports
and imports, methods of payment, open account, direct,
offsets, counter trade, barter, foreign currency
exchanges, and contracts; and freighting: modes of
transport, packaging, containerization, protection, and
identification of merchandise and insurance.
&
Reg# Z6838CA
Through Dec 6: $455 / After: $495
UCLA: 175 Dodd Hall
Mon 6:30-9:30pm, Jan 6-Mar 24, 11 mtgs
(no mtg 1/20 & 2/17; 1 mtg to be arranged)
Bronwen Madden, EMIB
EE
Import Operations and Techniques
X 460.913 Management 4 units
33 hours of MCLE credit available.
This course is intended for individuals involved in import
operations, including classifiers, import team members,
supervisors, and managers; those working in custom-
house brokerage and freight forwarding; as well as
owners of trading companies. Topics include entry of
merchandise; warehousing; foreign trade zones; the
liquidation and protest process; appraisement and the
customs concept of value; informed compliance; cus-
toms account management strategies; intellectual
property rights, fines, penalties, and forfeitures; draw-
back; NAFTA; recordkeeping; and corporate compliance
program management. Prerequisite: X 460.902
Introduction to International Business and X 460.903
Fundamentals of International Trade.
&
Reg# Z6845CA
Through Dec 7: $455 / After: $495
UCLA: 5117 Math Sciences
Tue 6:30-9:30pm, Jan 7-Mar 18, 11 mtgs
Enrollment deadline: Jan 21
Michael A. Baker, JD, attorney-at-law
EE
Law in International Business
X 460.94 Management 4 units
33 hours of MCLE credit available, including 6 hours
of Legal Ethics, 1 hour of Detection/Prevention of
Substance Abuse, and 3 hours of Elimination of Bias.
This course introduces international business law
through an examination of “real world” case studies and
contemporary legal problems through a nontechnical
approach to the law. Topics include legal rules, con-
tracts, international arbitration, and the impact of
nationalism and cultural attitudes on law and interna-
tional affairs; regulation of international trade; protec-
tion of intellectual property, trademarks, and patents;
and the legal ramifications of regional and economically
integrated trade organizations, including the World
Trade Organization and other multinational trade bodies.
Prerequisite: X 460.902 Introduction to International
Business or consent of instructor.
&
Reg# Z6846CA
Through Dec 9: $455 / After: $495
UCLA: 2270 School of Public Affairs Bldg.
Thu 6:30-9:30pm, Jan 9-Mar 20, 11 mtgs
Enrollment deadline: Jan 23
Michael A. Baker, JD, attorney-at-law
EE
International Business
Policies and Strategies
X 460.95 Management 4 units
This course provides a systematic approach for determin-
ing, implementing, and evaluating the strategies and
policies that govern a firm’s international business activi-
ties. You are exposed to a range of strategic management
techniques that are used in a series of case analyses.
Other readings, video presentations, and current interna-
tional business developments provide you with real-life
examples related to policy and strategy decisions on
international product and market development, acquisi-
tions, joint venturing and partnering, and competitive
initiatives. Additional topics include outsourcing, business
unit portfolio optimization, global marketing, R&D decen-
tralization, industrial relations, and the implementation of
strategies that focus on operations planning, information
systems design, control, and conflict resolution. Prereq-
uisite: X 460.902 Introduction to International Business,
X 460.99 International Business Management, and two
other international business courses, or consent of
instructor. Enrollment limited.
&
Reg# Z6844CA
Through Dec 9: $455 / After: $495
Westwood: 216 Extension Lindbrook Center
Thu 6:30-9:30pm, Jan 9-Mar 20, 11 mtgs
Christopher Li, MBA, Co-founder Bluestone Partners
China
EE
Internship in International Trade
and Commerce
X 460.951 Management 5 units
The internship provides practical experience in a variety
of international trade and commerce job functions
including, but not limited to, marketing, finance, busi-
ness strategy and management, import and export
operations, and law. Students intern with international
trade and commerce companies within the Los Angeles
area for a minimum of 75 hours. Companies offering
internships do so with no obligation to provide compen-
sation to interns. Prerequisite: International Students:
Before enrolling, international students must complete
nine months of full time study in F-1 status and contact
the International Student Office at (310) 825-9351 to
confirm eligibility. UCLA Extension does not provide
placement or guarantee internship availability. Prior to
enrollment, students are provided a list of firms offering
internship opportunities and should contact the com-
panies directly to arrange an interview. Enrollment is
limited to the number of available internships. UCLA
Extension’s Department of Business and Management
must approve of all firms offering internships. Visitors
not permitted. Certificate students are eligible for a
Group A: Core Courses
(5 required)
X 460.902 introduction to
international Business
X 460.903 Fundamentals of
international trade
X 460.961 global Business skills:
Planning and negotiation strategies
X 460.99 international Business
Management
Capstone Course
X 460.95 international Business
Policies and strategies
Prerequisite: Satisfactory completion
of six courses in the program.
Ethics Requirement
891.02 Business ethics
May be taken at any time during the
program; also offered online.
Group B: Elective Courses
(4 required)
Students choosing a concentration
are required to complete 4 elective
courses within one of the following
concentrations:

Global Business Management

Import/Export Operations

Financial Management
Students enrolling in the certificate
without a concentration may select
four Group B elec tives, including
elective courses offered outside
of the concentrations. For a
complete list of electives visit
uclaextension.edu/internationaltrade
.

An application for candidacy and
nonrefundable fee of $175 must be
submitted by the completion of the
second course to officially enroll.
For an application visit
uclaextension.edu/bamcert.
International Trade &
Commerce Certificate
The 9-course International Trade & Commerce Certificate
offers a broad and comprehensive curriculum.
Students may complete the certif icate with or without a concen-
tration. Many of the individual courses also are offered online.
In addition, students must complete the seminar 891.02
Business
Ethics
at any time during the program. Internship opportunities
also are available to certificate students who have completed a
minimum of 5 courses.
For More Information
(310) 206-1654
| uclaextension.edu/internationaltrade
Notice
For Those Completing Their Certificate
This Quarter
Is this your last quarter in a business and management certificate program?
If so, remember to email bamcertificate@uclaextension.edu or
call
(310) 206-1654
for verification of completion.
Course Icons
Provide
Information
At‑a‑Glance
m
Online course.
&
Textbook required
C
UC credit; may be transferable to
other colleges and universities.
M
Meets during daytime hours.
E
Credit course may not be taken
passed/not passed.
Enroll at uclaextension.edu or call (310) 825-9971 Business, Management & Legal
39
discounted course fee. Please contact the student
advisor at (310) 825-1238 for more information.
Restricted course; call (310) 825-1238 for permission
to enroll. Web enrollments automatically generate a
“Permission to Enroll” request.
Reg# Z6651CA
Fee: $635
Elizabeth M. Glynn, MIM, CGBP, Export Advisor/Global
Trade Educator, Global Business Solutions
EE
Doing Business in the U.S.
X 460.952 Management 4 units
The United States is the largest consumer market in the
world, yet it is significantly different and more challeng-
ing than any other marketplace, especially for those
who are unfamiliar with American business practices.
This course provides entrepreneurs, business manag-
ers, and international trade professionals with key
business and cultural insights for effectively doing
business within the mainstream U.S. market. Topics
include an overview of the U.S. economy, regional and
national demographics and cultural dynamics, business
customs, framework of the U.S. legal system, marketing
strategies, and negotiating tactics. Students leave the
class with a better understanding of the complexities
found in the U.S. marketplace and the key steps needed
for building and implementing successful business
strategies. Enrollment limited. Internet access required
to retrieve course materials.
&
Reg# Z7120CA
Through Dec 7: $455 / After: $495
UCLA: 1234 School of Public Affairs Bldg.
Thu 6:30-9:30pm, Jan 9-Mar 6, 11 mtgs
(2 Online sessions to be scheduled.)
Matthew Richter-Sand, MBA, CEO, NXFIT
EE
Global Business Skills: Planning and
Negotiating Strategies
X 460.961 Management 4 units
Conducting business across cultures is crucial for suc-
ceeding in today’s highly competitive marketplace. This
highly interactive, simulation-based course provides
executives with the knowledge and skills to plan, work,
and negotiate in the global marketplace. Topics include
cultural differences as they affect international busi-
ness, understanding hospitality and protocol, establish-
ing trust and credibility, characteristics of a cross-cul-
tural negotiator, concepts of win-win and win-lose,
tactics and power strategies, and communication and
persuasion strategies. Simulations enable participants
to practice negotiating concepts, develop business skills
in “real world” settings, and build confidence for con-
ducting business overseas. Internet access required to
retrieve course materials.
&
Reg# Z6841CA
Through Dec 8: $455 / After: $495
UCLA: 162 Royce Hall
Wed 6:30-9:30pm, Jan 8-Mar 19, 11 mtgs
Enrollment deadline: Jan 22
Gustavo Demoner, MBA, Adjuct Professor, CSU
Dominguez Hills
Reg# Z6840CA
Through Dec 28: $669 / After: $735
Westwood: B06 1010 Westwood Center

✷ Tue & Thu 9am-12pm, Jan 28-Mar 4, 11 mtgs
Enrollment deadline: Feb 3
Maria Keller, MBA, Director/Consultant, Keller Group
EE
Doing Business in China
X 460.989 Management 4 units
This course provides entrepreneurs, business executives,
and international trade and finance professionals with the
background for doing business in China. Students learn
the skills necessary for developing, evaluating, and
implementing business strategies and relationships in
China, including entry strategies, negotiation, valuation,
and financing. The course provides an overview of Chi-
na’s economy, including the emergence of the private
sector, the economic reform process, political and cultural
features, the role of capital markets, trade and foreign
direct investment, and the overall business and invest-
ment environment. Instruction incorporates case analysis
and readings used to develop a framework for analyzing
market entry strategies, implementing negotiations,
assessing financial issues, and evaluating business
opportunities. Enrollment limited.
&
kkk
Reg# Z6848CA
Through Dec 6: $455 / After: $495
UCLA: 1337 School of Public Affairs Bldg.
Mon 6:30-9:30pm, Jan 6-Mar 24, 11 mtgs
(no mtg 1/20 & 2/17; 1 mtg to be arranged)
Ray Han, MS, BS, former business school Professor at
Tsinghua University in China
EE
International Business Management
X 460.99 Management 4 units
33 hours of MCLE credit available.
This course emphasizes the managerial process in the
international environment and provides an operational
assessment of the fundamental issues involved in the
management of international and multinational corpora-
tions. Instruction focuses on analyzing case studies
related to upper and middle management issues,
although the lessons apply to all levels and functions of
international operations. Topics include matching
foreign investment strategies with local conditions,
managing export/import operations, trade and direct
investment, local sourcing versus importing compo-
nents, licensing and international joint venturing,
designing organizational structures that match changing
international conditions, managing a global structure,
managing political risks, acquisitions, and integrating
new businesses and dealing with international ethical
considerations. Prerequisite: X 460.902 Introduction
to International Business or consent of instructor.
Enrollment limited.
&
Reg# Z6843CA
Through Dec 7: $455 / After: $495
Westwood: 209 Extension Lindbrook Center
Tue 6:30-9:30pm, Jan 7-Mar 18, 11 mtgs
David E. French, MBA, President, David French &
Associates, LLC, A Business Strategy Consultancy
EE
International Finance
X 460.923 Management 4 units
Prerequisite: X 460.902 Introduction to International
Business and X 130A Basics of Managerial Finance.
Elective course in the Finance Certificate. Internet
access required to retrieve course materials. For more
information see page 29.
&
Reg# Z6307CA
Through Dec 9: $445 / After: $489
UCLA: 2238 School of Public Affairs Bldg.
Thu 6:30-9:30pm, Jan 9-Mar 27, 12 mtgs
David E. French, MBA, President, David French
& Associates, LLC, A Business Strategy Consultancy
Online Courses
For technical requirements see page 4.
EE
Fundamentals of
International Trade
m
X 460.903 Management 4 units
33 hours of MCLE credit available.
Enrollment limited. For more information see
page 38.
&
Reg# Z6839CA
Through Dec 15: $555 / After: $605
Jan 15-Mar 26
Ashok B. Sadhwani, GDMM, CHB, CEO, Asmara USA
Inc.
EE
International Business
Policies and Strategies
m
X 460.95 Management 4 units
Prerequisite: X 460.902 Introduction to International
Business, X 460.99 International Business Manage-
ment, and two other international business courses, or
consent of instructor. Enrollment limited. For more
information see page 38.
&
Reg# Z6910CA
Through Dec 15: $555 / After: $605
Jan 15-Mar 26
Zeph Phillips, Executive General Manager, Carbon
Management International, Inc
EE
Global Business Skills: Planning and
Negotiating Strategies
m
X 460.961 Management 4 units
Enrollment limited. For more information see
page 39.
&
Reg# Z6842CA
Through Dec 15: $555 / After: $605
Jan 15-Mar 26
Maria Keller, MBA, Director/Consultant, Keller Group
EE
International Accounting
m
X 423.4 Management 4 units
Prerequisite: X 1A and X 1B Principles of Accounting,
or consent of instructor. Business-related elective in the
Accounting Certificate. Enrollment limited. For more
information see page 18.
&
Reg# Z5907CA
Through Dec 8: $555 / After: $605
Jan 8-Mar 26
Instructor to be announced
EE
International Taxation
m
X 427.121 Management 4 units
Prerequisite: X 127 Federal Income Taxation, equivalent
experience, or consent of instructor. Required course in
the Taxation Certificate. Enrollment limited. For more
information see page 54.
&
Reg# Z6225CA
Through Dec 8: $555 / After: $605
Jan 8-Mar 19
Steve Rubens, JD, MBA
Leadership &
Management
For more information call (310) 825-2012 or
email efisher@uclaextension.edu.
Managing Yourself and Others with
Emotional Intelligence
859.98 Management 1.2 CEU
Self-awareness, being the number one component of
emotional intelligence, requires more attention than
ever in today’s complex organizational environments.
And managing oneself and others depends heavily on
a) understanding our own and others’ individual
strengths, blind spots and mental structures, and b)
increasing the quality of ourself and interpersonal
relationships. This 2-day seminar course is designed to
teach 5 components of emotional intelligence with the
aim to improve the quality of self and interpersonal
relationships. Topics range from analyzing self-talk to
psychology of human needs; from understanding
unconscious communication and behavioral patterns,to
learning conscious reframing and perceptual positioning
techniques that can be implemented to create simple
solutions when managing yourself and others. Advance
enrollment required; no enrollment at the door. Internet
access required to retrieve course materials.
Reg# Z6730CA
Through Jan 21: $285 / After: $309
Westwood: B06 1010 Westwood Center

✷ Fri 9am-4pm, Feb 21 & 28, 2 mtgs
Enrollment deadline: Feb 20
Burcu Unsal, MSc, President, Communication & Brand-
ing Expert, Licensed NLP Trainer, Life Coach and
Motivational Speaker, Be-live in U International NLP
Training & Consultancy
New Certificate
Transformational
Leadership in
Health Care
Transformational leadership
requires decision making and
change management skills that
are vital to implement the
impending changes to the U.S.
health care system. This rigor-
ous interdisciplinary certificate
is created for those currently in
health care management or
clinical positions. Courses are
offered entirely online, making
it ideal for working professionals.
Page 94.
Foreign
Language Skills
For Business Professionals
Diversify your business
communications skills for
today’s global economy.
Courses include:
+
elementary Modern Chinese
+
elementary spanish
Page 101.
+
Also offered online.
Learn the Art
& Business of
Entertainment
Each quarter, top Hollywood
professionals teach courses in:
acting
Cinematography
Development
Directing
Producing
the Music Business
independent Music Production
Film scoring
Page 83.
40
Business, Management & Legal Enroll at uclaextension.edu or call (310) 825-9971
EE
Management Theory, Policy,
and Process
X 190 Management 4 units c
This course presents the theory and application of
managerial functions; the processes of planning, orga-
nizing, leading, and controlling in a wide variety of
organizational settings; and how the management of
people and resources can accomplish organizational
goals. Systems theory, contingency approaches, and
socio-technical systems are used to explain managerial
problem solving and decision making in organizational
contexts and a global environment. Other topics include
motivation and participation leadership and communi-
cation, management information systems, human
resources management, management of technology,
managerial ethics, and other contemporary manage-
ment issues. Elective course in the Certificate in
Business Fundamentals. Internet access required to
retrieve course materials.
&
Reg# Z6729CA
Through Jan 19: $669 / After: $735
Westwood: 415 1010 Westwood Center

✷ Mon & Wed 9am-12pm, Feb 19-Mar 26, 11 mtgs
Enrollment deadline: Feb 26
Steven L. Keleman, EdD, Performance Improvement,
Keleman & Associates
Harriet L. Cohen, MEd, President, Training Solutions
EE
Leadership Communication Strategies
(Hybrid)
X 490.996 Management 4 units
This course is designed to improve interpersonal behav-
iors and communication skills for those in leadership
roles with the goal of improving relationships, productivity,
and the quality of work. Topics include a review of basic
communication skills: listening, self-disclosure, and
methods of expression; more advanced skills: nonverbal
communication, influencing behaviors, addressing hidden
agendas, and male/female communication in the work-
place; conflict management skills; assertiveness; and
responding to criticism. Experiential exercises, role-
playing, and small-group activities provide opportunities
to practice different behaviors and integrate these skills
into personal strategies. Elective course in the Business
Fundamentals Certificate. Internet access required to
retrieve course materials.
&
Reg# Z7122CA
Through Dec 8: $455 / After: $495
UCLA: 152 Royce Hall
Wed 6:30-9:30pm, Jan 8-Mar 5, 11 mtgs
Online sessions:
Sat Feb 1, Mar 1
Enrollment deadline: Jan 22
Roland Straub, LLM, Principal, Essential Strategies,
LLC
The Manager’s Toolkit
For more information call (310) 825-2012 or
email efisher@uclaextension.edu.
Project Management That Works
859.3 Management 1.2 CEU
Making certain that projects achieve their objectives,
meet deadlines, and come in within budget can be a
daunting but rewarding challenge. This seminar pro-
vides the tools, concepts, and ways of thinking that
enhance the likelihood of successful completion of
projects. Highly interactive, this course is specifically
designed for those who are new to the world of project
management and want an overview of key concepts
that are applicable to a variety of situations. Through
practical real-life examples, instruction covers the
stages of project management, elements most critical
to success, common problems and how to avoid them,
attributes of a good project manager, identifying and
understanding project stakeholders, navigating politics,
selecting your team and dealing with team dynamics,
and leading and managing those who don’t report to
you. Complementing lectures, class discussions, exer-
cises, and small-group work, day-two of the course
features student participation in a real-life project
management situation. Wear comfortable shoes and be
prepared to have fun! Note: This course does not
address software solutions or focus on technical
aspects of project management.
&
kkk
Reg# Z6710CA
Through Feb 6: $285 / After: $309
Westwood: B06 1010 Westwood Center

✷ Thu & Fri 9am-4pm, Mar 6 & 7, 2 mtgs
Enrollment deadline: Mar 5
Roberta F. Lachman, BA, Professional Development
Trainer/Coach
Julie C. Grass, BA, Partner, The Momentum Group
Coaching and Mentoring Employees
859.8 Management 0.6 CEU
Managers and supervisors play a key role in coaching
all types of employees in all kinds of situations, but
few have had formal training in the process or under-
stand the benefits. Coaching (and mentoring) suggests
a supportive/collaborative approach rather than a
directing or controlling approach. For many employ-
ees, this may be the most effective way to boost
performance, harness competitive energy, or defuse
problems. This seminar introduces the basic elements
of coaching and mentoring, discusses the appropriate-
ness and benefits of each approach, and provides
specific application techniques for a variety of personality
types and work circumstances. Enrollment limited; no
enrollment at the door.
&
Reg# Z6711CA
Through Dec 24: $155 / After: $165
Westwood: 313 1010 Westwood Center

✷ Fri 9am-4pm, Jan 24, 1 mtg
Enrollment deadline: Jan 23
Thomas McCluskey, MS, President, 551 Productions
Managing Conflict and Disagreement
893 Management 0.6 CEU
For more information see page 25.
Reg# Z6346CA
Through Jan 7: $155 / After: $165
Westwood: B06 1010 Westwood Center

✷ Fri 9am-4pm, Feb 7, 1 mtg
Joseph P. Reynolds, BA, MDiv/STM, Director, JPR
Communication
Also of Interest
For more information on the Health Care
Management and Leadership Certificate see page 93
or call (310) 825-7093.
Fundamentals of
Health Law and Compliance
X 442 Health Policy and Management 4 units
34 hours of MCLE credit available.
Our nation’s health care providers and delivery systems
function under complex state and federal laws. Because
health care delivery is dynamic rather static, the laws
governing those activities are ever-changing. This course
presents the fundamental legal structure that affects the
provision of health care in the U.S. Topics include an
overview of the history and development of our present
health care industry, current reform initiatives, law-
making and judicial processes, health care fraud and
abuse, regulatory compliance, contract and tort law
issues, medical staff licensure and credentialing, Medi-
care and Medicaid program requirements, Emergency
Medical Treatment and Active Labor Act, consent and
advance directives, Health Insurance Portability and
Accountability Act (HIPAA), self-referral laws, and health
care organizations as business entities. Prerequisite:
Enrollment in Health Care Management and Leadership
Certificate. Required course in Health Care Management
and Leadership Certificate. Enrollment limited;
enrollment prior to the first class required. Internet
access required to retrieve course materials.
&
Reg# Z5318CA
Through Dec 7: $879 / After: $965
UCLA: 41-268 School of Public Health
Tue 6:30-9:30pm, Jan 7-Mar 25, 12 mtgs
John R. Hellow, JD, MHA, Partner, Hooper, Lundy, and
Bookman, Inc.
Paralegal Training Program
Downtown Los Angeles & Westwood
Plus...
Jump Start Your Paralegal Career
at Our Free Information Session
Sat, 10am-12pm, Jan 11 or Apr 19
Downtown Los Angeles: Room 108 Figueroa Courtyard
Join us at our free information session!

Learn about opportunities in the paralegal field

Explore the benefits of UCLA Extension’s
Paralegal Training Program

Get information on financial aid and lifetime career services

Hear from a member of the L.A. Paralegal Association and a
graduate of our paralegal program

Sign up for our upcoming program
For more information or to R.S.V.P.: call
(310) 827-0741
or
email paralegal@uclaextension.edu.

ABA-Approved Since 1975

Offered in Cooperation with the
UCLA School of Law

5- and 11-Month Program Options

Day and Evening Classes

Two locations:
Westwood or Downtown L.A.

Taught by Judges, Attorneys,
Paralegals, and other
Legal Professionals

Financial Aid Available

Lifetime Career Services
Offered This Quarter
5-Month Morning Program
Mon-Fri, 9am-12:30pm
Start Date: Feb 3, 2014
Westwood:
UCLA Extension Building:
Room G33E
Application Deadline: Jan 13, 2014
11-Month evening Program
Tue & Thu, 6:30-10pm
Start Date: Feb 6, 2014
Downtown Los Angeles:
Figueroa Courtyard:
Application Deadline: Jan 13, 2014
Paralegals may not provide legal
services directly to the public, except
as permitted by law.
Page 41.
Enroll at uclaextension.edu or call (310) 825-9971 Business, Management & Legal
41
Principles of Health Organization
Management and Leadership
X 443 Health Policy and Management 4 units
Rapid organizational changes, increased regulatory and
environmental pressures, monitoring of the quality and
safety of patient care, and technology are changing how
and where health care is delivered and presenting
major challenges to those who lead health care orga-
nizations. This course introduces the fundamentals of
health care management, leadership, and organizatio,
including the role of the leader; importance of leader-
ship; structure and function of health care organiza-
tions; human resources issues; and managerial and
leadership skills, such as communication, problem
solving, decision making, team building, and power and
influence. Finally, because the leader is critical to the
organization’s success, participants learn how to define
and measure organizational performance. Students are
expected to demonstrate effective group management
and analyze typical health care management scenarios.
Prerequisite: X 440 Introduction to the U.S. Health Care
System or consent of instructor. Required course in
Health Care Management and Leadership Certificate.
This course is open to all students who meet the pre-
requisites; certificate candidacy is not required. Internet
access required to retrieve course materials.
&
Reg# Z5264CA
Through Dec 8: $879 / After: $965
UCLA: 41-268 School of Public Health
Wed 6:30-9:30pm, Jan 8-Mar 26, 12 mtgs
Sal J. Esparza, DHA, RN, FACHE, health care executive
with over 25 years’ experience serving as a senior
management team member for major health care
institutions throughout California; Assistant Professor of
Health Administration, CSU Northridge; Fellow of the
American College of Healthcare Executives
Legal Programs
For more information about legal courses call
(310) 825-0741.
Business Law
XL 108 Management 4 units c
This course explores the legal environment in which
businesses operate and studies the interaction between
business and the legal system. Students examine various
areas of the law which are integral to the operation of
business enterprises today. Topics include contracts,
torts, agency, Uniform Commercial Code, bankruptcy, and
the legal principles applicable to the different forms of
business entities. Business owners, managers, accoun-
tants, paralegals, and all those seeking to gain or
broaden their general understanding of the legal system
should benefit from this course. Business Law also
prepares students for the legal section of the CPA Exam.
Required course in the Accounting, Business Fundamen-
tals, and Business Administration Certificates. Internet
access required to retrieve course materials.
&
Reg# Z6266CA
Through Dec 8: $555 / After: $605
Westwood: 216 Extension Lindbrook Center
Wed 6:30-10pm, Jan 8-Mar 26, 12 mtgs
Enrollment deadline: Jan 24
L. Richard Walton, JD, LLM, Walton & Walton, LLP
Online Courses
For technical requirements see page 4.
Economic Development and Nation
Building in Native America
m
X 492.03 American Indian Studies 4 units
Economic development is a critical challenge across
Native America. On many reservations, employment
opportunities are scarce, reliance on public assistance
is high, and the local economy is weak. Yet on other
reservations, tribes have established thriving Indian-
owned ventures and built economies that generate
employment and income even beyond the borders of
their reservations. While some of the variation in eco-
nomic performance can be explained by underlying
levels of natural resources, human capital, and other
internal factors, research has shown that tribes with
strong and capable institutions of self-government, a
long-term vision for their economies, and a purposeful
regard for matching business initiatives to their tribal
culture enjoy significantly improved chances of eco-
nomic success. This course examines several real-
world case studies of economic development strategies
and projects from across Indian country and evaluates
the factors that contribute to their success and failure.
Instruction advocates a nation-building approach to
economic development—a view which acknowledges
that developing a vibrant economy is as much a politi-
cal, cultural, and social challenge as it is an economic
one. Given the heterogeneity of Native cultures and the
circumstances in which they are located, no one solu-
tion will work in all settings. Instead, this course seeks
to equip current and future leaders with the skills to
think analytically about economic development strate-
gies in their respective cultural contexts. For technical
requirements see page 6. Enrollment limited.
&
Reg# Z6269CA
Fee: $515
Jan 15-Mar 19
Deron Marquez, MA, Ph.D. candidate in politics; dis-
sertation area: Aboriginal Sovereignty. Served as Tribal
Chairman to the San Manuel Band of Mission Indians,
1999-2006.
Violence against Native Women
m
X 490.03 Law 4.5 units
This course is designed as an introduction to the study of
violence against Native (indigenous) women in the United
States and the associated legal issues. Students develop
an understanding of the various laws (tribal, federal, and
state) related to domestic violence, sexual assault, and
stalking. Instruction includes an overview of the history of
violence in Native communities; identifies legal issues
unique to Native women; and provides a focused review
of dynamics, contributing factors, and types of interven-
tions. Students are encouraged to develop their own
analysis of the pertinent legal issues. For technical require-
ments see page 4. Enrollment limited.
&
Reg# Z6271CA
Fee: $515
Jan 15-Mar 19
Sara M. Campbell, Freelance Researcher
Business Law
m
XL 108 Management 4 units c
Required course in the Accounting, Business Funda-
mentals, and Business Administration Certificates.
Enrollment limited; early enrollment advised. For more
information see page 41.
&
Reg# Z6267CA
Through Dec 8: $555 / After: $605
Jan 8-Mar 26
Sanjesh Sharma, JD, Loyola Law School; BS, UCSD
Legal Secretary Training Program
m
808.62 Law 4.4 CEU
Behind every good attorney is a great legal secretary.
Professionalism, competence, efficiency: these are the
qualities law firms seek in a legal secretary. In today’s
business world, the legal secretary who has the legal,
technical, and people skills to work effectively with
lawyers, judges, staff, industry experts, clients, and the
general public is in high demand. That’s why the UCLA
Extension Legal Secretary Training Program (LSTP) has
spent over a decade preparing students with practical
and substantive legal knowledge to work in this fast-
paced and challenging career. Our program can benefit
not only those seeking to become legal secretaries, but
anyone interested in learning about the law office
structure, the litigation process, and general legal
principles. With specialized and focused instruction, our
program can prepare you to become a vital part of a
legal team, broaden your opportunities for job advance-
ment, and enhance your goal of professional and per-
sonal growth. Our course consists of a combination of
practical exercises, written assignments, case studies,
and a final exam. For technical requirements see
page 4. Enrollment limited; early enrollment advised.
For more information visit uclaextension.edu/lstp or call
(310) 825-0741.
&
Reg# Z6268CA
Through Dec 8: $845 / After: $925
Jan 8-Mar 26
Deborah A. Deutsch, Paralegal
Paralegal Training
For more information email paralegal@uclaextension.
edu, visit uclaextension.edu/paralegal, or call
(310) 825-0741.
EE
Paralegal Training Program
X 406 Law 36 units
An ABA-approved paralegal program offered in coop-
eration with the UCLA School of Law.
UCLA Extension’s Paralegal Training Program (PTP) is
approved by the American Bar Association and seeks
to prepare students to function as ethical, effective, and
efficient professional paralegals in law firms, busi-
nesses, government, and nonprofit organizations; to
perform a wide variety of legal work under the supervi-
sion of attorneys; and to adapt easily to the changing
role of the paralegal as well as the changing needs of
the legal community. The PTP provides training in
substantive and procedural law, legal analysis, profes-
sional responsibility, legal forms, legal technology, and
practical skills needed to work in the public or private
sector as a competent and professional paralegal. This
program fulfills educational requirements to practice as
a paralegal in California. Instructors for the program are
approved by the UCLA School of Law, and include
practicing judges, attorneys, paralegals, and other legal
professionals. Assistance in career counseling and job
search opportunities are available to current students
and program graduates. Paralegals may not provide
legal services directly to the public, except as permitted
by law. Lifetime placement assistance is available. For
more information regarding how to apply, email
ptp@uclaextension.edu, call (310) 825-0741, or visit
uclaextension.edu/paralegal. Visitors not permitted.
Course materials are available both in class and via
Internet. Restricted course; call (310) 825-0741 for
permission to enroll. Web enrollments automatically
generate a “Permission to Enroll” request. Internet
access required to retrieve course materials.
&
Reg# Z3068CA
Fee: $6,995
Westwood: G33E UCLA Extension Bldg.

✷ Mon, Tue, Wed, Thu & Fri 9am-12:30pm,
Feb 3-Jun 5, 86 mtgs
Aymara Zielina, JD
Reg# Z3069CA
Fee: $6,995
Downtown Los Angeles: 261 S. Figueroa St.,
Figueroa Courtyard, Suite 100W,
Classroom 102
Tue & Thu 6:30-10pm, Feb 6-Dec 9, 86 mtgs
Aymara Zielina, JD
Courses of Interest for
Legal Professionals
+
taxation of Corporations and
shareholders
Page 53.
Partnership taxation
Page 53.
international taxation
m
Page 54.
taxation of Property transactions
Page 53.
+
estate Planning
Page 54.
+
Also offered online
Legal Secretary
Training Program (Online)
Designed for Working Professionals Like You
Jan 8-Mar 26
For More Information
(310) 825-0741
| uclaextension.edu/lstp
Develop the knowledge and skills to
enjoy a rewarding career as a legal
secretary. In just 12 weeks you will
learn the legal principles necessary to
understand the litigation process and
become familiar with practice areas
like personal injury, real estate,
bankruptcy and family law.
42
Business, Management & Legal Enroll at uclaextension.edu or call (310) 825-9971
Also of Interest
For more information on the Health Care
Management and Leadership Certificate see page 93
or call (310) 825-7093.
Fundamentals of
Health Law and Compliance
X 442 Health Policy and Management 4 units
34 hours of MCLE credit available.
Prerequisite: Enrollment in Health Care Management
and Leadership Certificate. Required course in Health
Care Management and Leadership Certificate. Enroll-
ment limited; enrollment prior to the first class required.
Internet access required to retrieve course materials.
For more information see page 93.
&
Reg# Z5318CA
Through Dec 7: $879 / After: $965
UCLA: 41-268 School of Public Health
Tue 6:30-9:30pm, Jan 7-Mar 25, 12 mtgs
John R. Hellow, JD, MHA, Partner, Hooper, Lundy, and
Bookman, Inc.
Marketing &
Advertising
For more information call (310) 825-4192 or email
zwalton@uclaextension.edu.
Certificates:
Marketing
General Business Studies with Concentration
in Marketing
Business Administration with Concentration
in Marketing
General Business Studies with Concentration
in Advertising
Business Administration with Concentration
in Advertising
For more information call (310) 206-1654 or
visit uclaextension.edu/bamcert.
EE
Marketing Principles and Practices
X 160 Management 4 units c
This course surveys marketing methods, practices,
and institutions from the perspectives of manufactur-
ers, distributors, and consumers. Students examine
marketing concepts, functions, operations, and organi-
zations of retail and wholesale enterprises; distribution
channels; market research; advertising; marketing
costs; pricing; cooperative marketing; marketing
legislation and regulations; and trends. Required
course in the Business Fundamentals and Business
Administration Certificates.
&
Reg# Z6209CA
Through Dec 7: $455 / After: $495
UCLA: 3400 Boelter Hall
Tue 6:30-9:30pm, Jan 7-Mar 18, 11 mtgs
Thomas R. Lewis, MBA, marketing consultant
Reg# Z6211CA
Through Dec 9: $669 / After: $735
Westwood: 415 1010 Westwood Center

✷ Tue & Thu 1-4pm, Jan 9-Feb 13, 11 mtgs
Mark H. Stern, BS, President, Oasis Marketing
EE
Advertising Principles and Practices
X 163 Management 4 units c
This course takes a look at media advertising elements,
including digital, mobile, and social networks while rein-
forcing the importance of traditional components—televi-
sion, magazine, online, and outdoor advertising—with
everyday applications. Discussion on advertising initiatives
features current campaigns, agency relationship, and
media organizations. Target audience development, prod-
uct positioning, creative messaging, media strategies, and
campaign execution also are explored. Elective course in
the Certificate in Business Fundamentals. Internet access
required to retrieve course materials.
&
kkk
Reg# Z6250CA
Through Dec 7: $455 / After: $495
UCLA: 5273 Boelter Hall
Tue 6:30-9:30pm, Jan 7-Mar 18, 11 mtgs
Jeff S. Klocke, BA, marketing consultant
EE
Principles of Professional Selling
X 460.16 Management 4 units
This course emphasizes role-playing, sales presenta-
tion scripting techniques, public speaking, and profes-
sionalism in sales, as well as developing a polished
sales approach for wholesale, specialty, and service
selling. Topics include controlling the selling process
from start to finish; locating, identifying, and qualifying
prospects; obtaining appointments and selling by
phone; demonstrating products and services; handling
objections and closing the sale; selling after the close;
using telemarketing, marketing specialists, and net-
working to find prospects; the ethics of sales; and the
legal pitfalls of selling. Internet access required to
retrieve course materials.
&
Reg# Z6249CA
Through Dec 7: $455 / After: $495
UCLA: 39 Haines Hall
Tue 6:30-9:30pm, Jan 7-Mar 18, 11 mtgs
Mark H. Stern, BS, President, Oasis Marketing
David A. Novak, BS, President/Owner, Tradewind
Marketing
EE
Strategic Marketing
X 460.35 Management 4 units
This capstone course allows students to put into prac-
tice key skills they have learned that address the need
to understand more than just traditional marketing
principles, as well as helps explain how trends develop
and how to design effective, long-range marketing
strategies that meet the demands of today’s dynamic
consumer environment. Students explore marketing
trends, marketing management decision-making,
consumer attitudes, niche marketing, advertising strate-
gies, distribution channels, and the use and misuse of
various marketing media. Prerequisite: X 160 Marketing
Principles and Practices and X 466 Consumer Market
Research or Professionals with a minimum of 2 years
experience may enroll.
&
Reg# Z6347CA
Through Dec 7: $455 / After: $495
UCLA: 5127 Math Sciences
Tue 7-10pm, Jan 7-Mar 18, 11 mtgs
Jennifer Beever, Marketing Consultant, New Incite
EE
New Media Marketing
X 460.394 Management 4 units
This fast-paced course discusses how digital media
technology has changed marketing, and gives detailed
strategies on how to embrace such evolving platforms
as Facebook, YouTube, Twitter, mobile apps, websites,
search engines, newsletters, and many more. You learn
how to integrate these tools and tactics into goal-
oriented campaigns that enhance brands, create a buzz,
and motivate desired behaviors. You do not need any
prior knowledge of these media, and no programming
skills are needed, but Internet access outside of the
classroom is required. Internet access required to
retrieve course materials.
&
Reg# Z6352CA
Through Dec 8: $455 / After: $495
UCLA: 121 Dodd Hall
Wed 6:30-9:30pm, Jan 8-Mar 19, 11 mtgs
Karl Kasca, AB, Principal and Founder, Kasca &
Associates
Social Media Marketing
X 460.398A Management 4 units
Accelerated Daytime format.
Over 100 million videos are downloaded from YouTube
daily. Technorati tracks over 50 million blogs. Social
networking sites, such as MySpace and Facebook,
contain millions of user profiles. This course looks at
the new channels of marketing, advertising, and com-
munication that make up social media and the Web,
exploring how these tools fit into a company’s tradi-
tional integrated marketing strategy. Using case studies
and real-world examples from large corporations and
small business, students explore current examples and
future opportunities of how marketing professionals
embrace online social networks, user-generated
Group A: Core Courses
(24 Units Required)
(Courses are 4 units unless
otherwise specified.)
X 160 Marketing Principles and
Practices
X 460.41 the Power of Brand:
Brand Management
X 460.52 integrated Marketing
Communications
X 466 Consumer Market Research
X 460 ethics in Marketing and
advertising (2 units)
X 461a Writing for Marketing and
advertising (2 units)
Capstone Course
X 460.35 strategic Marketing
Prerequisite: Satisfactory comple-
tion of the above courses and
at least 1 elective or 2 years of
professional experience.
Group B: Electives
(12 Units Required)
(Courses are 4 units unless
otherwise specified.)
X 163 advertising Principles and
Practices
X 460.16 Professional selling:
a Practical approach
X 460.394 new Media Marketing
X 460.398a social Media Marketing
X 460.43 extreme Marketing
X 460.483 global Marketing
and strategy
X 463.01 advertising in the Digital age
X 460.86 Customer Relationship
Management
X 462a advanced Writing for
Marketing
X 466.05 Digital Marketing Mastery
X 460.494 new Business
Development & Pitching the
Perfect Presentation
X 463.4 Media Planning and analysis
X 463.13 Media sales in a
Cross-Platform World
X 460.484 internship in
Marketing and advertising (5 units)
X 470.10 Web analytics
X 480.5 green Marketing strategies
X 490.8 Cross-Cultural
Communication and Management
in a global Workforce
X 471.10 Marketing with
google adWords
X 463.6 Developing an advertising
Campaign
X 497.27 Marketing, advertising, and
sales Promotion for entrepreneurial
Businesses
X 478.5 Crisis Management and
Communications: safeguarding image
and Viability (2 units)
An Application for Candidacy
must be submitted by the comple-
tion of the second course to be
officially enrolled.
Marketing Certificate
This 36-unit program is designed to prepare students with the
skills needed for success in the dynamic and competitive field
of marketing. It is intended for individuals seeking a marketing
career as well as business professionals who want to update their
skills and keep abreast of emerging trends.
Required courses build strong foundational skills in core
subject areas and develop analytical, critical, and creative thinking.
Elective courses guide students into functional areas of marketing,
allowing them to develop skills necessary to take on the many
challenges present in this constantly evolving field.
For More Information
bamcertificate@uclaextension.edu |
(310) 206-1654
| uclaextension.edu/marketing
Enroll at uclaextension.edu or call (310) 825-9971 Business, Management & Legal
43
content and content sharing, blogs, and Twitter, to
create brand awareness and buzz. Learn practical tips
and techniques as well as see the bigger picture to
help successfully leverage social media marketing for
your own environment and purpose. Enrollment limited
to 35 students.
&
Reg# Z6256CA
Through Jan 18: $669 / After: $735
Westwood: 416 1010 Westwood Center

✷ Tue & Thu 9am-12pm, Feb 18-Mar 25,
11 mtgs
Frederick Nager, MBA, Founder, Atomic Tango LLC
EE
The Power of Brand:
Brand Management
X 460.41 Management 4 units
Explore, learn, and understand the complexities in the
development, sustainability, and leverage of a brand. In
this comprehensive course, participants learn how
brand identity must be nurtured and managed to posi-
tively affect a company’s performance and future, as
well as understand the power and importance of a
brand from its creation through execution. This course
presents students with an overview of brand develop-
ment; brand research; and brand management struc-
tures for sales, marketing, advertising, and promotional
purposes. In addition, students explore how companies
develop financial wealth by extending existing brands
and controlling and/or influencing brand pricing and
distribution. Additional topics include an overview of
brand history, understanding the differences between
brand equity and brand identity, and consideration of
how brands are won and lost. Students are exposed to
marketing executives who have had direct experiences
with major consumer and commercial brands. Internet
access required to retrieve course materials.
&
Reg# Z6338CA
Through Dec 8: $455 / After: $495
UCLA: A18 Haines Hall
Wed 7-10pm, Jan 8-Mar 19, 11 mtgs
Alexandre P. Nascimento, MBA, PMP
Reg# Z6213CA
Through Dec 8: $669 / After: $735
Westwood: 416 1010 Westwood Center

✷ Mon & Wed 1-4pm, Jan 8-Feb 19, 11 mtgs
(no mtg 1/20 & 2/17)
Beverly W. Macy, BA, CEO, Gravity Summit, Inc.; author
of The Power of Real-Time Social Media Marketing; UCLA
Extension Distinguished Instructor Award, 2010
EE
Global Marketing and Strategy
X 460.483 Management 4 units
This course lays the foundation to gaining competitive
advantage in the global marketplace by providing a
hands-on understanding of the competitive implications
affecting global marketing strategies; covering the fac-
tors that govern the decision to enter export marketing;
and analyzing planning, organizing, and managing an
international business marketing strategy. Topics include
foreign market surveys; the role of competitive intelli-
gence; understanding trade barriers, pricing, distribution
channels, and cultural differences that affect marketing
strategies; and how to create a competitive marketing
strategy. Students gain a comprehensive understanding
of global competitive marketing core concepts and how
global competitive marketing strategies can affect a
company’s future performance. Internet access required
to retrieve course materials.
&
Reg# Z6253CA
Through Dec 7: $455 / After: $495
UCLA: 170 Dodd Hall
Tue 7-10pm, Jan 7-Mar 18, 11 mtgs
Nance A. Rosen, MBA, author of Speak Up! & Succeed
EE
Internship in Marketing
and Advertising
X 460.484 Management 5 units
The internship provides practical experience in a variety
of advertising and marketing job functions with compa-
nies or institutions within either the private or public
sectors. Students intern with marketing or advertising
companies within the Los Angeles area for a minimum
of 75 hours. Prerequisite: International Students: Before
enrolling, international students must complete nine
months of full-time study in F-1 status and contact the
International Student Office at (310) 825-9351 to
confirm eligibility. UCLA Extension does not provide
placement or guarantee internship availability. Prior to
enrollment, students are provided a list of firms offering
internship opportunities and should contact the com-
panies directly to arrange an interview. Enrollment is
limited to the number of available internships. UCLA
Extension’s Department of Business and Management
must approve of all firms offering internships. Visitors
not permitted. Certificate students are eligible for a
discounted course fee. Please contact the student
advisor at (310) 825-1238 for more information.
Restricted course; call (310) 825-1238 for permission
to enroll. Web enrollments automatically generate a
“Permission to Enroll” request.
Reg# Z6649CA
Fee: $635
Earl I. Wilson, MBA, President, Wilson & Associates
New Business Development and
Pitching the Perfect Presentation
X 460.494 Management 4 units
Vital to the success of any marketing initiative or
business venture is the ability to develop appropriate
content and present it. The course teaches you how
to develop the perfect business pitch for selling prod-
ucts and services to prospects or pitching a new
venture to potential investors. Instruction covers the
latest techniques for making powerful “elevator
pitches,” formal presentations, and cold-calls. Prepar-
ing the right materials and visuals for business
development also is addressed. Internet access
required to retrieve course materials.
&
Reg# Z6254CA
Through Dec 9: $455 / After: $495
UCLA: 161 Dodd Hall
Thu 7-10pm, Jan 9-Mar 20, 11 mtgs
Nance A. Rosen, MBA, author of Speak Up! & Succeed
EE
Integrated Marketing Communications
X 460.52 Management 4 units
This course focuses on the latest marketing communi-
cation practice, known as integrated marketing com-
munications (IMC), featuring an overview of the major
media, including broadcast, print, outdoor, point of
purchase, direct mail, Internet, telemarketing, public
relations, and promotion. The emphasis is on how to
analyze the marketplace and create an IMC program
that orchestrates as many brand “touchpoints” as pos-
sible to ensure that consistent messages are being sent
and that stakeholders are being heard, resulting in a
stronger brand and increased sales. Internet access
required to retrieve course materials.
&
Reg# Z6257CA
Through Dec 9: $455 / After: $495
UCLA: 2209A Bunche Hall
Thu 7-10pm, Jan 9-Mar 20, 11 mtgs
Joseph Hartnett, BA, Hartnett & Associates
Customer Relationship Management
X 460.86 Management 4 units
This course provides students with a working knowledge
of the principles and best practices for managing cus-
tomer relationships that result in unsolicited testimonials
and relationship annuities. Students learn how to quantify
customer orientation and how to develop relationship-
driven customer management systems based on the
judicious use of resources born from a decisive strategic
plan. Topics include customer profiling, market segmen-
tation, customer service, retention, relational databases,
and CRM software. Students are encouraged to partici-
pate in discussions on current and generally unpredictable
trends, return on investment from sales and marketing
expenditures, and how popular myths propel the uniniti-
ated to obscurity and extinction. The course is intended
for students and business professionals who have taken
one or more courses in personal selling, marketing,
market research, product development, the physiology of
why people buy, and advertising. Coursework lends
insight into the key CRM concepts needed to make
informed and effective business decisions, make more
sales, and increase profits with ease. Internet access
required to retrieve course materials.
&
kkk
Reg# Z6340CA
Through Dec 6: $455 / After: $495
UCLA: 2278 School of Public Affairs Bldg.
Mon 7-10pm, Jan 6-Mar 24, 11 mtgs
(no mtg 1/20 & 2/17; 1 mtg to be arranged)
Peter Kraus, President/Owner, Interwoven Business
Consulting, specializing in sales, marketing, and
start-ups
EE
Ethics in Marketing and Advertising
X 460 Management 2 units
This course introduces the student to the role of ethics
in marketing in the U.S. and global economy. Students
examine concepts, behaviors, practices, and challenges
relevant to the process of planning and implementing
the marketing practice and creating value via ethical
processes, systems, and strategies. Topics include
ethical promotion and pricing strategies, marketing
research, and marketing implementation. Enrollment
limited to 35 students. Internet access required to
retrieve course materials.
&
Reg# Z6246CA
Through Jan 20: $315 / After: $345
UCLA: 146 Dodd Hall
Thu 6:30-9:30pm, Feb 20-Mar 27, 6 mtgs
Jennifer Beever, Marketing Consultant, New Incite
EE
Writing for Marketing and Advertising
X 461A Management 2 units
Writing for marketing and advertising is all about craft-
ing a message. This course aims to build the essential
skills to write clear, concise, and compelling messages
for all media. Over 6 weeks, you study and practice
writing proposals, direct mail pieces, brochure copy,
sales letters, business plans, and create materials for
digital delivery via the web. Highly interactive and par-
ticipatory, the course features weekly assignments that
stretch your creativity and provide practice in headline
writing, as well as refine presentation skills in marketing
communication. You present your work to the class and
instructor, and receive constructive critiques. Using this
enjoyable, pragmatic approach, the course goal is to
write all formats of documents typical in the marketing
communications industry from marketing plans to
advertising copy. Internet access required to retrieve
course materials.
&
Reg# Z6247CA
Through Dec 9: $315 / After: $345
UCLA: Room to be announced
Thu 7-10pm, Jan 9-Feb 13, 6 mtgs
Kevin Mardesich, who currently runs KevinMardesich.
com, a communications practice specializing in written
communications for film, television, and industry leaders.
EE
Media Sales in a
“Cross-Platform World”
X 463.13 Management 4 units
Learn to think “Cross Platform.” Today’s ideas tran-
scend media platforms and marketers focus on the
concept and the consumer experience. Learn how to
be a consultative seller, what’s important to marketers
and agencies, and how to successfully connect the dots
for your media company to make the deal. This course
resets the sales process to identify an advertiser’s goals
and objectives and provide media and communications
solutions. Being a media seller in the new cross-plat-
form world requires an evolved orientation to selling.
You must create value vs. selling a commodity, become
your clients personal brand manager, and advocate in
the process while representing your company. Topics
include redefining the approach to media sales; an
overview of television, online, and mobile ad sales,
including all aspects of the sales process; establishing
your base of product knowledge; researching what’s
important to your clients; and building the presentation
through to the dealmaking stage. You craft, research,
prep, and deliver mock sales/marketing presentations
and navigate a real-world experience in developing a
true cross-platform campaign. Ideas and concept sell-
ing doesn’t have barriers—nothing is traditional media
or new media, just best practices, all with the goal of
doing good work. Finally, you delve into basic under-
standing of media metrics, examine ratings information
and support research, then apply this information to the
sales process. Internet access required to retrieve
course materials.
&
kkk
Reg# Z6220CA
Through Dec 6: $455 / After: $495
Westwood: 214 Extension Lindbrook Center
Mon 6:30-9:30pm, Jan 6-Mar 24
Tue 7-10pm, Jan 21
Tue 7-10pm, Feb 18, 12 mtgs
(no mtg 1/20 & 2/17)
Tracey D. McCormack, BS, CEO, McCormack Media
Services; Vice President/Ad Sales, SiTV
EE
Media Planning and Analysis
X 463.4 Management 4 units
Examine the function and objective of the media, as
well as the structure and operation of agency media
departments in this comprehensive course. Topics
include fundamentals of media research, evaluation and
function of major media forms, media programs in
relationship to consumer product usage patterns, costs
and weight evaluations, and writing a media plan. Guest
speakers are featured. Prerequisite: X 160 Marketing
Principles and Practices or X 163 Advertising Principles
and Practices, or consent of instructor.
&
Reg# Z6252CA
Through Dec 8: $455 / After: $495
UCLA: 3123 Bunche Hall
Wed 6:30-9:30pm, Jan 8-Mar 19, 11 mtgs
Catherine Hahn, BA, Senior Vice President, Executive
Account Director, Mediacom, A Grey Global Company
EE
Developing an Advertising Campaign
X 463.6 Management 4 units
An in-depth study of the creation of advertising cam-
paigns—from the objectives set by marketing to the
solutions needed to obtain those objectives. Instruction
covers defining and identifying the basic criteria
needed to plan and implement an advertising cam-
paign, as well as the role creative communications
plays in motivating the target audience. Other topics
include marketing, the marketing plan, and the adver-
tising plan; advertising as communication; marketing,
advertising, and the consumer; developing an
integrated advertising plan; determining advertising
objectives; developing and executing a creative strat-
egy; and evaluating the advertising campaign. Students
plan strategies and tactics using demographics and
psychographic information.
&
Reg# Z6214CA
Through Dec 9: $455 / After: $495
UCLA: 118 Haines Hall
Thu 7-10pm, Jan 9-Mar 20, 11 mtgs
Arnold S. Zelonka, BA, President/Creative Director,
Impresario Advertising
Are You
Completing Your
Certificate?
To take part in Extension’s
2014
Graduation Ceremony in June
,
you must be officially enrolled
in your desired certif icate by
February 15, 2014 and have com-
pleted your program between
Fall 2013 and Summer 2014.
If you meet the above criteria
call
(310) 206-1654
or email
bamcertificate@uclaextension.edu
to save your spot at graduation.
44
Business, Management & Legal Enroll at uclaextension.edu or call (310) 825-9971
EE
Consumer Market Research
X 466 Management 4 units
Providing a comprehensive and practical approach to
conducting relevant, useful marketing and advertising
research, this course examines consumer behavior and
how it can influence marketing and advertising deci-
sion-making as well as methodologies in order to
gather primary and secondary research data, analyze
and interpret that data, and make recommendations
based on research activities. Instruction also explores
the use of surveys and focus groups—on and offline—
as well as conventional research methods. Students
build valuable skills and techniques needed to tabulate,
analyze, and present market research data, the founda-
tion of a well conceived marketing strategy. Internet
access required to retrieve course materials.
&
Reg# Z6339CA
Through Dec 6: $455 / After: $495
UCLA: 5249 Boelter Hall
Mon 7-10pm, Jan 6-Mar 24, 11 mtgs
(no mtg 1/20 & 2/17; 1 mtg to be arranged)
Keith A. Gosselin, MBA, President, KKG Marketing
Consultants
Online Courses
For technical requirements see page 4.
EE
Marketing Principles and Practices
m
X 160 Management 4 units c
Required course in the Business Fundamentals
and Business Administration Certificates. Enrollment
limited to 25 students. For more information see
page 42.
&
Reg# Z6210CA
Through Dec 15: $555 / After: $605
Jan 15-Mar 26
Barbara A. Barney-McNamara, MBA, Consultant/
Owner, Marketing Avenue
EE
Advertising Principles and
Practices
m
X 163 Management 4 units c
Enrollment limited. For more information see
page 42.
&
Reg# Z6215CA
Through Dec 14: $555 / After: $605
Jan 14-Mar 25
David G. Mahal, AEMBA, President, DGM Associates
EE
Strategic Marketing
m
X 460.35 Management 4 units
Prerequisite: X 160 Marketing Principles and Practices
and X 466 Consumer Market Research or Professionals
with a minimum of 2 years experience may enroll.
Enrollment limited. For more information see
page 42.
&
Reg# Z6348CA
Through Dec 16: $555 / After: $605
Jan 16-Mar 27
Robert J. Mancuso, MBA, VP, Dir Client Svcs-Bsns
Dvlpt, Marketing + Partners
nOW OnLine
Social Media Marketing
m
X 460.398A Management 4 units
Accelerated Daytime format.
Enrollment limited to 35 students. For more information
see page 42.
&
Reg# Z6363CA
Through Dec 13: $555 / After: $605
Jan 13-Mar 24
Mei Shan Lee, Vice President, Marketing-Digital,
Conde Nast
EE
The Power of Brand:
Brand Management
m
X 460.41 Management 4 units
For more information see page 43.
&
Reg# Z6212CA
Through Dec 16: $555 / After: $605
Jan 16-Mar 27
Robert J. Liljenwall, MBA, President, The Liljenwall
Group; recipient, UCLA Extension Distinguished Instructor
Award, 2007
EE
Integrated Marketing
Communications
m
X 460.52 Management 4 units
Enrollment limited. For more information see
page 43.
&
Reg# Z6258CA
Through Dec 14: $555 / After: $605
Jan 14-Mar 25
Steven Van Hook, PhD, Founder, World Wide Media
Relations
EE
Writing for Marketing and
Advertising
m
X 461A Management 2 units
Enrollment limited. For more information see
page 43.
&
Reg# Z6248CA
Through Dec 15: $315 / After: $345
Jan 15-Feb 19
Bianca Maria Philippi, EdM, President, Creative
Insights
EE
Digital Marketing Mastery (Hybrid)
X 466.05 Management 4 units
The course is intended for executives and professionals
that want to go beyond the basics to learn how to apply
social media to get concrete business results. The
course puts students on the leadership path with strate-
gies, tactical plans that lead to bottom-line success.
This highly experiential program delivers the latest best
practices to drive more revenue and save costs by
incorporating social media into traditional business
practices. With this curriculum, attendees will learn
practical steps, techniques and best practices geared
towards integrating social media and digital programs
within their businesses with higher monetizations of
their investment Visitors not permitted. Internet access
required to retrieve course materials.
Reg# Z6351CA
Through Dec 7: $555 / After: $605
Calssroom meetings:
UCLA: 220 Haines Hall
Tue 7-10pm, Jan 7-21; Mar 18
Online sessions:
Tue Jan 28; Feb 4, 11, 18 & 25; Mar 4 & 11
Natalie Petouhoff, PhD, social media ROI specialist
EE
Consumer Market Research
m
X 466 Management 4 units
Enrollment limited. For more information see
page 44.
&
Reg# Z6216CA
Through Dec 15: $555 / After: $605
Jan 15-Mar 26
Terri L. Horton, MBA, President, TLT Consulting, LLC
Marketing with Google AdWords
m
X 471.10 Management 4 units
This course focuses on how to create and manage a
Google AdWords account and the ad creation and
optimization process for maximum traffic generation.
AdWords campai gn management i ssues are
explained, including strategies for selecting optimal
keywords critical to the success of AdWords ads.
Other topics include bidding strategies for keywords,
quality score and click-thru rate (CTR) metrics, com-
puting return on investments (ROI) as it pertains to
AdWords advertising, analytics service in conjunction
with AdWords, and Google Analytics and Google
Website Optimizer for maximizing ad effectiveness.
For technical requirements see page 4. Required
course in Marketing Certificate with Concentration in
Social Media and Web Analytics.
Reg# Z6217CA
Through Dec 13: $555 / After: $605
Jan 13-Mar 17
Ash Pahwa, PhD, CEO, AssaySoft, Inc.
Introductory Courses
X 430.31 survey of Personal Financial
Planning
X 430.391 Financial analysis in
Personal Financial Planning
Core Courses
X 430.35 insurance in Personal
Financial Planning
X 430.32 investments in Personal
Financial Planning
X 427.904 Retirement Plans and
Other employee Benefits
X 430.33 income taxation in Personal
Financial Planning
X 439.3 estate Planning
Capstone Course
X 430.38 Personal Financial Planning
Capstone
Required Ethics Seminar
833.379 ethics in Personal Financial
Planning
CFP
®
Certification
For information on earning
CFP
®
certification, contact
the Certified Financial Planner
Board of Standards, Inc. at
(800) 487-1497
or visit cfp.net.
Internship
The Personal Financial Planning
Internship provides you an opportu-
nity to gain practical experience
with leading firms and companies
and is available to certificate students
who have completed a minimum
of 5 courses in the program. The
internship is eligible for 3 months
of credit toward CFP Board’s work
experience requirement.
Free Downtown Information Session
Dec 5
Page 46.
Personal Financial Planning
Certificate
Traditional Evening & Online Format
For More Information
(310) 206-1654
| uclaextension.edu/pfp_programs
Advance your career in financial planning and get the educational
training you need by enrolling in our CFP
®
Board-registered
certificate. This nationally recognized program is ideal for
anyone considering a career transition into the financial planning
field or for current financial professionals who wish to advance
their careers.
The certificate curriculum provides you with a thorough
understanding of the financial planning process, and helps to
prepare you for the CFP Certification Examination. You com-
plete your coursework through traditional live evening classes or
instructor-led online courses. The required curriculum can be
completed within 2 years.
Certified Financial Planner Board of Standards, Inc. owns the marks CFP
®
,
C
ertified
f
inanCial
P
lanner
®
, and CFP (with flame logo)
®
,
which it awards to individuals who successfully complete initial and ongoing certification requirements.
UCLA Extension does not certify individuals to use the CFP
®
,
C
ertified
f
inanCial
P
lanner
®
, and CFP (with flame logo)
®
certifica-
tion marks. CFP certification is granted only by Certified Financial Planner Board of Standards to those persons who, in addition
to completing an educational require ment, such as this CFP Board-Registered Program, have met its ethics, experience, and
examination requirements.
Enroll at uclaextension.edu or call (310) 825-9971 Business, Management & Legal
45
EE
Green Marketing Strategies
X 480.5 Management 4 units
What’s red hot in marketing today? Being “green.” As
business becomes more aware of the need to be
sustainable and green becomes vogue, marketers need
to help companies with this effort. Today’s marketing
professional needs to do more than sell products, they
need to be part of the cultural shift and move toward
more sustainable practice. But there are pitfalls. Learn
how to avoid being labeled a “green washer.” Learn
what it is to be green and how to integrate sustainable
strategies into marketing practice that will improve the
bottom line. This course analyzes the current market
situation and its opportunities, providing practical solu-
tions, case studies, and examples that demonstrate
how innovation is the key to sustainability and to
consumers’ hearts. For technical requirements see
page 4. Elective course in Sustainability Certificate.
Enrollment limited; early enrollment advised. Visitors
not permitted.
&
Reg# Z6341CA
Through Dec 8: $455 / After: $495
UCLA: 5137 Math Sciences
Wed 7-10pm, Jan 8-Mar 19, 11 mtgs
Instructor to be announced
Personal Financial
Planning
For more information call (310) 206-1689 or email
pwilliam@uclaextension.edu.
The courses in this section are part of UCLA
Extension’s traditional evening and online
Personal Financial Planning Certificate. This
8-course certificate program is intended for
financial planning professionals who want to
expand their current careers or for individuals
who are planning to pursue a career transition
into this field. The courses also provide approved
curriculum for students who are planning to sit
for the CFP Certification Examination.
JOSEPH G. DEVANNEY SCHOLARSHIP
Students who are pursuing the Personal Financial
Planning Certificate may be eligible for the Joseph
G. Devanney Scholarship. For more information call
(310) 825-7728.
EE
Survey of Personal Financial Planning
X 430.31 Management 4 units
34 hours of MCLE credit available. 15 hours of
California Department of Insurance Continuing
Education credit available.
This course introduces students to the profession of
personal financial planning, emphasizing the identifica-
tion and quantification of financial objectives and the
interrelated facets of a wide range of technical personal
financial planning material. The course is intended for
individuals who wish to become practitioners in finan-
cial planning, those considering a career transition, and
for professionals currently in the financial services
industry seeking to advance their careers—bankers,
insurance and security brokers, investment and finan-
cial advisors, real estate professionals, CPAs, trust
officers, and attorneys. Topics include qualitative and
quantitative methods used in the financial planning
decision-making process. Principles of income taxation,
investment analysis and procedure, insurance, employ-
ment benefit plans, estate planning, cash-flow manage-
ment, ethics, strategies, and processes of professional
practice are covered. Required course in the Personal
Financial Planning Certificate. May be taken prior to or
concurrently with X 430.391 Financial Analysis in
Personal Financial Planning. Both of these courses must
be taken before all other courses in the Personal
Financial Planning Certificate.
&
kkk
Reg# Z6078CA
Through Dec 7: $445 / After: $489
UCLA: 178 Dodd Hall
Tue 6:30-9:30pm, Jan 7-Mar 25, 12 mtgs
Todd S. Davidson, Certificate in Personal Financial
Planning, UCLA Extension; Owner, Davidson Financial
Planning. Recipient, UCLA Extension Distinguished
Instructor Award, 2013
Reg# Z6201CA
Through Dec 9: $445 / After: $489
Downtown Los Angeles: 261 S. Figueroa St.,
Figueroa Courtyard, Suite 100W,
Classroom 105
Thu 6:30-9:30pm, Jan 9-Mar 27, 12 mtgs
Todd S. Davidson, Certificate in Personal Financial
Planning, UCLA Extension; Owner, Davidson Financial
Planning. Recipient, UCLA Extension Distinguished
Instructor Award, 2013
EE
Financial Analysis in Personal
Financial Planning
X 430.391 Management 4 units
34 hours of MCLE credit available, including 3 hours
of Legal Ethics. 6 hours of California Department of
Insurance continuing education credit available.
This course covers the basic analytic tools and math-
ematical techniques used in personal financial planning
and introduces the economic concepts underlying the
profession. Topics include percentage calculations,
family cash flows, basic corporate financial statements,
interest and compound growth, understanding the
financial section of the newspaper, bond yield calcula-
tions, internal rate of return, net present value, basic
statistics, and equity analysis. Economic concepts
covered include national income accounting, the Fed-
eral Reserve System, economic indicators, recession,
depression, inflation, deflation, supply and demand, and
the money supply. HP 12C calculator required. May be
taken concurrently with X 430.31 Survey of Personal
Financial Planning. Both of these courses must be taken
before all other courses in the Certificate in Personal
Financial Planning. Required course in the Personal
Financial Planning Certificate. Internet access required
to retrieve course materials.
&
Reg# Z6313CA
Through Dec 8: $445 / After: $489
UCLA: 167 Dodd Hall
Wed 6:30-9:30pm, Jan 8-Mar 26, 12 mtgs
Stephen T. Minihan, MBA, CFP
®
, Westlake Financial
Advisors
EE
Investments in Personal
Financial Planning
X 430.32 Management 4 units
34 hours of MCLE credit available.
An examination of the role of various investment vehicles
in meeting financial goals, securities markets and
sources of information about the various instruments
traded, and the procedure of trades. This course intro-
duces various market theories, including modern portfolio
theory and the extension to this theory by Markowitz and
Sharpe. Other topics include the analysis of business
cycles; market analysis; analysis of individual companies;
the market in debt instruments; and alternative instru-
ments, including options, warrants, convertibles, com-
modity futures, mutual funds, and tangibles. Prerequisite:
X 430.31 Survey of Personal Financial Planning and
X 430.391 Financial Analysis in Personal Financial Plan-
ning, or consent of instructor. Required course in the
Personal Financial Planning Certificate. Internet access
required to retrieve course materials.
&
Reg# Z6315CA
Through Dec 9: $445 / After: $489
UCLA: 167 Dodd Hall
Thu 6:30-9:30pm, Jan 9-Mar 27, 12 mtgs
Stephen T. Minihan, MBA, CFP
®
, Westlake Financial
Advisors
EE
Income Taxation in
Personal Financial Planning
X 430.33 Management 4 units
34 hours of MCLE credit available.
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 for
making financial planning decisions within the context
of either personal or client financial goals and objec-
tives. Topics include tax issues and concepts in relation
to insurance, investments, benefit planning, intrafamily
transactions, and business operations. Students are
taught and asked to demonstrate an understanding of
the following planning techniques: excluding income,
deferring income, shifting income, and managing or
timing income. Prerequisite: X 430.31 Survey of Per-
sonal Financial Planning and X 430.391 Financial
Analysis in Personal Financial Planning. An introductory
federal income taxation course also is recommeneded
or consent of instructor. Required course in the Personal
Financial Planning Certificate. Core course in the Taxa-
tion Certificate. Internet access required to retrieve
course materials.
&
Reg# Z6295CA
Through Dec 7: $445 / After: $489
UCLA: 2250 School of Public Affairs Bldg.
Tue 6:30-9:30pm, Jan 7-Mar 25, 12 mtgs
David R. Bergmann, BS, CFP
®
, EA, CLU, ChFC,
Managing Principal, The David R. Bergmann Group
Personal Financial Planning
Certificate
Accelerated Online Program
This 6-course certificate fully meets the educational requirements
for the CFP
®
Certification Examination and is designed for financial
professionals who have a minimum of 3 years’ relevant work experience
within the financial services industry or 3 years experience as a CPA,
attorney, CLU, CFA, ChFC, or EA. Students must complete an
application to confirm eligibility.
Instructor-Led Online Format
The instructor-led online courses in this program blend live, web-based
sessions with online discussion boards, assignments, and testing. Each
course is scheduled over a 4-week period and include two 3-hour live
sessions each week. Students are provided a 2-week window between
courses to pre-study materials for the next course.
The curriculum encompasses five core courses covering the major personal
financial planning topic areas identified by CFP Board and the Capstone
course which requires students to develop and present a comprehensive
financial plan. Students complete the entire curriculum within 9 months.
Program Schedule
The next accelerated hybrid program begins Jan 7. Students completing
this program cycle will be ready to sit for the Nov 2014 CFP Exam.
Virtual Information Session
Nov 19-20 (Reg# Z6993CA)
Interact with our instructors and staff to learn more about the Accelerated
Hybrid Program and the CFP
®
certification process. This free event is
conducted asynchronously online where you can view the presentation
materials anytime over the scheduled 2 days. Also, interact with our
instructors and staff through an available Q&A.
To participate, students must register using the appropriate Reg# above and
by providing a valid email address.
For
More Information
(310) 206-1654
| uclaextension.edu/pfp_accelerated
Are You
Completing Your
Certificate?
To take part in Extension’s
2014
Graduation Ceremony in June
,
you must be officially enrolled
in your desired certif icate by
February 15, 2014 and have com-
pleted your program between
Fall 2013 and Summer 2014.
If you meet the above criteria
call
(310) 206-1654
or email
bamcertificate@uclaextension.edu
to save your spot at graduation.
46
Business, Management & Legal Enroll at uclaextension.edu or call (310) 825-9971
EE
Personal Financial Planning Capstone
X 430.38 Management 4 units
42 hours of MCLE credit available. Students enrolled
in this course are eligible to apply for the Joseph G.
Devanney Scholarship which is awarded each aca-
demic quarter to offset course fees for X 430.38
Personal Financial Planning Capstone (classroom or
online). The scholarship will underwrite the full cost of
the course. For more information call (310) 825-7728.
This capstone course bridges academic coursework with
actual practice management, 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 planning CFP Board
topics, including ethics and principles of communication
and counseling. Classes also review/apply the process
and techniques for preparing and presenting a financial
plan in an environment of non-liability. This course fully
meets the financial plan development course require-
ment to CFP
®
Board’s education standards, effective
January 1, 2012. A grade of B or better is required to
pass this course and obtain the certificate. This course
may also be taken by individuals who plan to sit for the
CFP Examination on a “challenge status” (e.g., CPA, JD,
CFA
®
, ChFC, CLU). Prerequisite: Completion of the other
7 required courses in the Personal Financial Planning
Certificate. Required course in the Personal Financial
Planning Certificate. Enrollment limited. Internet access
required to retrieve course materials.
&
kkk
Reg# Z6280CA
Through Dec 8: $525 / After: $575
UCLA: 154 Dodd Hall
Wed 6-9:45pm, Jan 8-Mar 26, 12 mtgs
Patricia D. Hausknost, MBA, CFP
®
, Senior Vice Presi-
dent, City National Bank
Michael Hausknost, BS, CFP
®
, Senior Vice President,
City National Bank
EE
Estate Planning
X 439.3 Management 4 units
34 hours of MCLE credit available, including 1 hour
of Legal Ethics and 0.5 hour of Elimination of Bias.
36 hours of California Department of Insurance
continuing education credit available.
This course is designed to aid accountants, trust offi-
cers, attorneys, life insurance underwriters, and finan-
cial planners in solving estate planning problems. Topics
include tax objectives, wills and living trusts, the
unlimited marital deduction, saving the “second tax,”
holding title to property, lifetime gifts and trusts, life
insurance and annuities, employee benefit plans, busi-
ness interests, and post-death problems. Recent tax
law changes also are covered. Required course in the
Personal Financial Planning Certificate. Core course in
the Taxation Certificate.
&
kkk
Reg# Z6281CA
Through Dec 8: $445 / After: $489
UCLA: 146 Dodd Hall
Wed 6:30-9:30pm, Jan 8-Mar 26, 12 mtgs
Jonathan S. Forster, BA, JD, Partner, Weinstock
Manion, a Law Corporation
EE
Internship in Personal
Financial Planning
X 430.383 Management 5 units
The internship provides practical experience in a variety
of financial planning job functions within the financial
advisory and wealth management sectors, and is an
opportunity to apply the material previously studied in
your personal financial planning courses. Students
intern with sponsoring companies for a minimum of 75
hours and must secure their internship assignment
before enrolling. This internship is eligible for three
months of credit toward CFP Board’s work experience
requirement. Restricted course; web enrollments auto-
matically generate a “Permission to Enroll” request,
after which our advisor will contact you. Students
enrolled in the Personal Financial Planning Certificate
qualify for a discounted fee. Visitors not permitted.
Reg# Z6282CA
Fee: $635
David R. Bergmann, BS, CFP
®
, EA, CLU, ChFC,
Managing Principal, The David R. Bergmann Group
CFP Review
UCLA Extension’s CFP Review courses are
designed to fully prepare students who are
planning to sit for the CFP Certification Exam-
ination. The 6-day Review Course and 4-day
Primer are intended for students who have
successfully completed a CFP
®
Board-
Registered educational program, as well as
individuals who plan to sit for the exam based
on a challenge basis. Students also are highly
encouraged to purchase, at an additional cost,
the review course study materials and read
them prior to the live review classes in order
to fully prepare for the exam. Students who
have completed UCLA Extension’s Certificate
in Personal Financial Planning may enroll
at reduced fees; for more information call
(310) 206-1689.
Review Primer for the CFP
Certification Examination
833.378AB Management 3.1 CEU
Students who have completed UCLA Extension’s
Certificate in Personal Financial Planning may enroll
at the reduced fee of $395 through Dec 23 and $445
after; for more information call (310) 206-1689.
This 4-day in-depth review primer is designed to pro-
vide an “extra step” for students who are preparing for
the CFP
®
Certification Examination. The course is
specifically ideal for students who have completed their
educational requirement through a CFP Board-regis-
tered program over an extended time period, as well as
for financial professionals who are planning to sit for
the exam on a challenge basis. The curriculum includes:
1) strategies for approaching case studies and accom-
panying questions, covering a total of 4 comprehensive
cases, 2) advanced calculator usage and problems
including 3-step process for education and retirement
planning, loan amortization, investment formula calcula-
tions, and 3) test-taking techniques and methodology.
In addition, students solve financial problems both
independently and in a group study environment to help
increase their critical thinking and sharpen their test
taking skills. This course is recommended to be taken
in conjunction with the 6-day Review Course for the
CFP
®
Certification Examination course (also offered this
quarter), as a supplement to further assist students
during their review study time. Enrollment limited; early
enrollment advised. It is highly recommended
that students pre-purchase their review course
study materials prior to attendance by calling
(310) 206-1689.
&
kkk
Reg# Z3970CA
Through Dec 25: $495 / After: $545
Westwood: 320 1010 Westwood Center

✷ Sat & Sun 8am-6pm, Jan 25 & 26; Feb 1 & 2,
4 mtgs
Linda L. Hewitt, BS, CFP
®
, CRPC, Co-Founder, Financial
Planning Educational Solutions
Review Course for the CFP
Certification Examination
833.374 Management 5.1 CEU
Students who have completed UCLA Extension’s
Certificate in Personal Financial Planning may enroll
at the reduced fee of $1,000; for more information
call (310) 206-1689.
This 6-day review course is intended for those who
have successfully completed a CFP
®
Board-Registered
educational program and are planning to sit for the CFP
Certification Examination. The review course also is
intended for CPAs and those who plan to sit for the
exam on a challenge basis. The sessions provide an
extensive review of the 89 Topics which are the basis
for the CFP Certification Examination. The classroom
environment helps build self-confidence and increase
knowledge while providing immediate feedback from
the instructors and other participants so you can per-
form your best on the exam. Exercises review several
case studies and employ the necessary techniques to
approach the various types of exam questions. Enroll-
ment limited; early enrollment advised. Students are
highly encouraged to purchase at an additional cost
the review course study materials and read them
prior to the live review. For more information call
(310) 206-1689. Visitors not permitted.
&
Reg# Z4168CA
Fee: $1,150
Westwood: 320 1010 Westwood Center

✷ Fri, Sat & Sun 8am-6pm,
Feb 7, 8, 9, 21, 22 & 23, 6 mtgs
Nancy J. Le Claire, BA, CPA, CFP
®
, Co-Founder,
Financial Planning Educational Solutions
Seminars
Ethics in Personal Financial Planning
833.379 Management 0.7 CEU
6.75 hours of MCLE credit available. Includes course
materials.
This seminar begins with exploring elements of ethical
decision making and conduct from a more general
perspective by examining the key definitions, issues,
and theories of business ethics. From there it moves on
to ethical decision making and conduct specific to the
financial planning profession, including a review of the
Investment Advisors Act of 1940, Dodd-Frank Regula-
tions and SEC and FINRA rules and disciplinary history.
The balance of course time is spent reviewing the CFP
Code of Ethics, Practice Standards, Disciplinary Pro-
cesses and Procedures, Sanctions and other Disciplin-
ary outcomes and, the Fitness Standards. The unique
role of the financial planner as a trusted advisor with
the responsibility and requirement of working with cli-
ents “with utmost good faith and in a manner reason-
ably believed to be in the best interest of the client” is
emphasized throughout. Required course in the Per-
sonal Financial Planning Certificate. Enrollment limited
to 35 students. Advance enrollment is highly recom-
mended. Single admission at the door, space permit-
ting; payment by credit card only. Internet access
required to retrieve course materials.
Reg# Z6614CA
Through Feb 1: $155 / After: $165
Westwood: 216 Extension Lindbrook Center

✷ Sat 9am-4pm, Mar 1, 1 mtg
David R. Bergmann, BS, CFP
®
, EA, CLU, ChFC,
Managing Principal, The David R. Bergmann Group
Personal Finance Series
833.818 Management 1.8 CEU
Includes course materials.
Advance enrollment is highly recommended. Single
admission at the door, space permitting; payment by
credit card only. For more information see page 31.
kkk
Free Information Session in Downtown Los Angeles!
Personal Financial Planning
Thu, Dec 5, 6-7:30pm
Downtown Los Angeles: Figueroa Courtyard, 261 S. Figueroa St.
Event starts promptly at 6pm. Parking is not available before 5:30pm.
Learn how our Personal Financial Planning Certificate can provide you with
the skills needed to help set you apart as a qualified financial planner and
prepare you for the CFP
®
Certification Examination. This free event is
geared for financial pro fessionals as well as for career changers.
Highlights include:

Hear from industry professionals,
instructors, and staff

Program curriculum overview

Downtown program schedule

Internship/mentoring program

CFP
®
certification process
Also, enter a drawing to win
course discounts.
Enroll using Reg# Z7178CA.
For More Information
(310) 206-1689
| uclaextension.edu/pfp
CFP
®
Exam Review Courses
CFP
®
Exam Review
A 6-day review of the exam topics;
includes exercises covering several
case studies.
CFP
®
Exam Review Primer
A 4-day, highly interactive course
recommended to be taken along
with the 6-day review.
Instructors:

Linda L. Hewitt,
BS, CFP
®
,
CRPC, and
Nancy J. Le Claire
, BA,
CPA, CFP
®
, Co-Founders, Finan-
cial Planning Educational Solutions
Students who have completed UCLA
Extension’s Personal Financial
Planning Certificate may enroll
at a reduced fee.
Page 46.
For More Information
(310) 206-1689
| uclaextension.edu/pfp_cfpreview.
Our CFP
®
Exam Review courses are designed to fully prepare you for
the CFP
®
Certification examination. These live-review courses present
proven test-taking strategies, including case studies, for successfully
approaching the various types of exam questions.
Enroll at uclaextension.edu or call (310) 825-9971 Business, Management & Legal
47
Reg# Z6922CA
Through Dec 25: $195 / After: $209
Westwood: 216 Extension Lindbrook Center

✷ Sat 9am-3pm, Jan 25; Feb 15; Mar 22, 3 mtgs
Online Courses
For technical requirements see page 4.
EE
Survey of Personal
Financial Planning
m
X 430.31 Management 4 units
34 hours of MCLE credit available; 15 hours of
California Department of Insurance Continuing
Education credit available.
Required Course in the Personal Financial Planning
Certificate. Enrollment limited. May be taken prior to or
concurrently with X 430.391 Financial Analysis in
Personal Financial Planning. This course and X 430.391
Financial Analysis in Personal Financial Planning must
be taken before all other courses in the Professional
Designation in Personal Financial Planning. For more
information see page 45.
&
Reg# Z6143CA
Through Dec 8: $555 / After: $605
Jan 8-Mar 19
Robert L. Watson, MBA, Financial Advisor, ING
Financial Partners
EE
Financial Analysis in Personal
Financial Planning
m
X 430.391 Management 4 units
34 hours of MCLE credit available, including 3 hours
of Legal Ethics; 6 hours of California Department of
Insurance Continuing Education credit available.
Required course in the Personal Financial Planning
Certificate. Enrollment limited. For more information see
page 45.
&
Reg# Z6175CA
Through Dec 8: $555 / After: $605
Jan 8-Mar 19
Daniel F. Casey, MBA, Certificate in Personal Financial
Planning, UCLA Extension, CFP
®
, Financial West Group
EE
Retirement Plans and
Other Employee Benefits
m
X 427.904 Management 4 units
34 hours of MCLE credit available, including 1 hour of
Legal Ethics.
An online 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 advan-
tages and disadvantages of various alternatives. Topics
include stock options, non-qualified deferred compensa-
tion plans, Section 125 cafeteria plans, and other non-
pension-related benefits. Instruction emphasizes qualified
corporate retirement plans, including pension and profit-
sharing plans; non-corporate retirement programs, such
as Keogh plans, IRAs, and; fiduciary responsibility
requirements in connection with retirement plans; and
taxation and timing of benefits from all of the above.
Recent legislation is examined. For technical require-
ments see page 4. Prerequisite: X 430.31 Survey of
Personal Financial Planning, X 430.391 Financial Analy-
sis in Personal Financial Planning, or consent of instruc-
tor. Required course in the Taxation Certificate. Required
course in the Personal Financial Planning Certificate.
Enrollment limited.
&
Reg# Z6097CA
Through Dec 15: $555 / After: $605
Jan 15-Mar 26
Walter C. Whitaker, JD, MBA, LA Elder Law
EE
Insurance in Personal
Financial Planning
m
X 430.35 Management 4 units
34 hours of MCLE credit available. 36 hours of
California Department of Insurance Continuing
Education credit available.
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.
Participants learn to integrate personal and capital insur-
ance needs into a comprehensive financial plan. For
technical requirements see page 4. Prerequisite: X 430.31
Survey of Personal Financial Planning, X 430.391 Financial
Analysis in Personal Financial Planning, or consent
of instructor. Required course in the Personal Financial
Planning Certificate. Enrollment limited.
&
Reg# Z6146CA
Through Dec 15: $555 / After: $605
Jan 15-Mar 26
Nancy L. McCready, BA, MBA, CFP, CRPC, Financial
Advisor, Ameriprise Financial
EE
Personal Financial Planning
Capstone
m
X 430.38 Management 4 units
42 hours of MCLE credit available. Students enrolled
in this course are eligible to apply for the Joseph G.
Devanney Scholarship which is awarded each aca-
demic quarter to offset course fees for X 430.38
Personal Financial Planning Capstone (classroom or
online). The scholarship will underwrite the full cost of
the course. For more information call (310) 825-7728.
Course requirements include each student to produce
an online video presentation of a financial plan using
digital media.
Prerequisite: Completion of the other 7 required
courses in the Personal Financial Planning Certificate.
Required course in the Personal Financial Planning
Certificate. Enrollment limited. For more information see
page 46.
&
Reg# Z6176CA
Through Dec 8: $555 / After: $605
Jan 8-Mar 19
Daniel F. Casey, MBA, Certificate in Personal Financial
Planning, UCLA Extension, CFP
®
, Financial West Group
EE
Estate Planning
m
X 439.3 Management 4 units
34 hours of MCLE credit available, including 1 hour of
Legal Ethics and 0.5 hour of Elimination of Bias. 36
hours of California Department of Insurance continuing
education credit available.
Required course in the Certificate in Personal Financial
Planning. Core course in the Certificate in Taxation.
Enrollment limited. For more information see
page 46.
&
Reg# Z6147CA
Through Dec 8: $555 / After: $605
Jan 8-Mar 19
Walter C. Whitaker, JD, MBA, LA Elder Law
Public Relations
For more information about a specific course call
(310) 206-1555 or email fbush@uclaextension.edu.
Courses are endorsed by the Greater Los
Angeles Chapter of the Public Relations
Society of America.
Writing for Public Relations
X 439 Communication 4 units
It is difficult, if not impossible, to succeed in PR without a
solid proficiency in writing effective, persuasive, and
informative documents. This course covers a variety of PR
writing styles and forms that include news releases, pitch
letters, biographies, speeches, power memos and crisis
communications statements. Instruction focuses on writing
in AP style, and different writing strategies and approaches
to message formulation and delivery. Prerequisite: X 432
Reporting and Writing I and X 451 Fundamentals of Public
Relations, or equivalent experience and consent of the
instructor. Required course toward the Public Relations
Certificates. Elective credit toward Fundraising Certificate.
Enrollment limited; early enrollment advised. Internet
access required to retrieve course materials.
&
Reg# Z6527CA
Through Dec 9: $455 / After: $495
UCLA: 164 Royce Hall
Thu 7-10pm, Jan 9-Mar 13, 10 mtgs
Joann Killeen, APR, Fellow, PRSA; President, Killeen
Furtney Group; past national chair/CEO, Public Relations
Society of America
Public Relations Certificate
This comprehensive certificate,
recognized for its long-standing
reputation for developing outstand-
ing PR professionals in Los Angeles,
is designed for aspiring and mid-
career public relations practitioners.
This 32-unit program lays the
groundwork necessary to embark on
your career in the exciting field of
Public Relations, as well as enhancing
skills with targeted training.
Foundation courses focus on devel-
oping essential PR skills, such as
writing, executing successful pub-
licity campaigns, and developing
relationships. Other courses build
on this and help you advance your
skills in crisis management, social
media, strategic planning, and
cause-related marketing.
Required
(24 units required)
X 451 Fundamentals of Public Relations
(4 units)
X 432 Reporting and Writing i
(3 units)
X 478.5 Crisis Management and
Communications: safeguarding
image and Viability (2 units)
X 439 Writing for Public Relations
(4 units)
X 438 Working with the Media
(4 units)
X 464 Public Relations Management
(4 units)
X 469 Public Relations in Practice:
Putting it all together (3 units)
Ethics Requirement
891.02 Business ethics
May be taken at any time during the
program; also offered online
Electives
(8 units required)
X 417 Public Relations internship
(5 units)
X 425 Best Practices in social Media
for the Communications Professional
(2 units)
X 407 television Publicity for the
entertainment industry (3 units)
X 409 Public Relations for
nonprofit Organizations (3 units)
X 403 Film Publicity for the
entertainment industry (3 units)
X 468 Recruiting and Coordinating
Celebrities/talent for special
events, spokespersons, and
Product Promotions (1 units)
X 419 Mastering Online
Communication: Perfecting Your
Digital Marketing Mix (4 units)
X 453 Communications for Your Career
(2 units)
X 441 strategic Writing:
an advanced PR Workshop (2 units)
X 460.41 the Power of Brand: Brand
Management (4 units)
X 461a Writing for Marketing and
advertising (2 units)
X 460.398a social Media Marketing
(4 units)
X 460.494 new Business
Development and Pitching the Perfect
Presentation (4 units)
The Public Relations Certificate affords unparalleled prospects
to help launch or advance your PR career.
For More Information
(310) 825-1238
| uclaextension.edu/publicrelations
48
Business, Management & Legal Enroll at uclaextension.edu or call (310) 825-9971
Film Publicity for the
Entertainment Industry
X 403 Communication 3 units
With a focus on emerging publicity techniques, this
course presents a strategic and vivid overview of the
main components of film publicity. Publicity campaign
strategies involved in achieving maximum exposure via
broadcast, print, and digital outlets to establish con-
sumer interest are highlighted. Guest speakers sharing
real-world, actual experiences are featured. Topics
include pre-production positioning; production/unit
publicity; long-lead and fast-breaking outlets; use of
such tools as photography, film clips, electronic and
print press kits, mailers, and promo items; press jun-
kets; scheduling screenings; review strategies; special
events and premieres; and international publicity.
Course participants obtain practical application by
designing their own publicity campaign plan for an
actual film in current release. Required course toward
Public Relations Certificate, Concentration in Entertain-
ment Publicity.
Reg# Z6536CA
Through Dec 15: $395 / After: $435
UCLA: 150 Royce Hall
Wed 6:30-9:30pm, Jan 15-Mar 12, 9 mtgs
Tim Menke, Senior Publicist, 20th Century Fox Inter-
national, former senior publicist, Paramount Pictures
(Domestic). Mr. Menke has launched over 200 publicity
campaigns from Avatar to Zoolander, including one of
the highest grossing films of all time, the academy
award winning Titanic.
EE
Internship in Public Relations
X 417 Communication 5 units
Internships are an important first step in résumé build-
ing, developing a professional network, and getting
one’s foot in the door. The Public Relations Internship
option offers certificate students in advanced standing
an opportunity to acquire real-world experience, provid-
ing a crucial link between the classroom and the field.
Interns work a minimum of 75 hours during one quarter
and earn 5 units of elective credit toward the Public
Relations Certificate Program. An Internship Coordinator
(a UCLA Extension Public Relations instructor) monitors
the internship throughout to ensure a substantive learn-
ing experience. Students must earn a passing grade of
“C” or better in order to receive credit. Most internships
are unpaid; however, some offer a modest stipend and/
or flexible working hours. For more information and an
application, email ehubert@uclaextension.edu or call
(310) 825-1238. Prerequisite: Open only to students
who have established candidacy in a Public Relations
Certificate and have completed the prerequisite courses
with a letter grade of “B” or better. X 451 Fundamentals
of Public Relations, X 432 Fundamentals of Reporting
and Writing I, X 439 Writing for Public Relations,
X 478.5 Crisis Management and Communications:
Safeguarding Image and Viability. Elective credit toward
Public Relations Certificate. Visitors not permitted.
Restricted course; call (310) 825-1238 for permission
to enroll. Web enrollments automatically generate a
“Permission to Enroll” request.
Reg# Z6554CA
Fee: $635
Erik Deutsch, Principal, ExcelPR Group, who is an
award-winning media strategist and content producer
with more than 15 years of experience representing
clients in health care, technology, entertainment, and
the public sector.
Seminars
Recruiting and Coordinating
Celebrities for Spokespersons,
Special Events, Public Relations and
Marketing Campaigns
X 468 Communication 1 unit
In today’s media-conscious world, celebrities in particu-
lar bring visibility and attract more attention for special
events and promotional activities than most other public
relations, fundraising, and marketing strategies. Con-
tacting and working with celebrities, however, can
require critical research and specialized rules of proto-
col, not to mention the myriad details that can make or
break your event or project. This course covers select-
ing the right celebrity for your audience and budget,
how to find and research celebrity contact information,
understanding the best approach and the right “door to
enter” with your request, what motivates a celebrity to
say “Yes,” how much will the celebrity and his/her
expenses cost, and the details you need to consider
after a celebrity says “Yes.” Special guest speakers
include a panel of celebrities. Elective credit toward
Fundraising and Public Relations Certificates. Enroll-
ment limited; no enrollment at the door.
Reg# Z6648CA
Through Jan 22: $175 / After: $189
Westwood: 204 ABC Extension Lindbrook
Center

✷ Sat 9am-4:30pm, Feb 22, 1 mtg
Enrollment deadline: Feb 21
Rita Tateel, Founder/President, The Celebrity Source,
Inc.; past president, Public Relations Society of America,
Los Angeles Chapter; advisor to the Association of
Celebrity Personal Assistants.
Online Courses
For technical requirements see page 4.
Mastering Online Communication:
Perfecting Your Digital Marketing
Mix
m
X 419 Communication 4 units
In today’s digital world, you must take your message
online to reach your audience. With the abundance of
information online, successful groups need to be sure
that their digital communication stands out in the
crowd. Regardless of the size of tax status of your
organization, you must find an effective way to tell your
story online and make sure it is heard. This course
demystifies the fear evoking world of digital communi-
cations. Specifically, students learn how to create
effective e-newsletters, maximize a website, write and
send e-blasts that get opened, blogging basics and
ways to incorporate social media into the conversation.
For technical requirements see page 4. Elective credit
toward Public Relations and Fundraising Certificates.
Enrollment limited.
&
Reg# Z6539CA
Through Dec 14: $555 / After: $605
Jan 14-Mar 18
Angela Fentiman, MPA, Media and Employee Communi-
cations Manager, Southern California Gas Company
Fundamentals of Public Relations
m
X 451 Communication 4 units
This introduction to the public relations profession
focuses on real-life examples that demonstrate the
basic theories, principles, and methods of public rela-
tions practice. Topics include research, planning, and
evaluation, as well as communication tools and tech-
niques, emphasizing problem solving and exposure to
various aspects of public relations. For technical
requirements see page 4. Required course toward
Public Relations Certificate and recommended to take
as the initial course along with X 432 Reporting and
Writing I. Enrollment limited.
&
Reg# Z6524CA
Through Dec 15: $555 / After: $605
Jan 15-Mar 19
Robert Z. Chew, President, BoldPoint Now, and PFI
Communications, Los Angeles; former executive vice
president/board member, Burson-Marsteller and Grey
Advertising’s GCI Group (public relations division).
Public Relations Management
m
X 464 Communication 4 units
The course, designed for those with either present or
future aspirations to higher-level public relations posi-
tions, looks at the execution of key managerial PR func-
tions in corporations, agencies, and nonprofit organiza-
tions. Instruction examines such responsibilities as
staffing, budgeting, and problem-solving techniques as
well as designing PR campaigns and communication
strategies. Additional topics to be discussed include the
ethical and legal concerns of a PR executive and the
advisory role he/she plays. Prerequisite: X 451 Funda-
mentals of Public Relations, X 439 Writing for Public
Relations, or equivalent experience and consent of
instructor. Required course toward Public Relations
Certificate and recommended to take near completion of
the certificate. Enrollment limited to 20 students.
&
kkk
Prepare for the Real Estate
Salesperson License
Be Ready to Succeed When the Market Rebounds
UCLA Extension offers courses
that are equivalent to those
required for the exam. All courses
are not offered every quarter.
Real estate Principles
Page 50.
Real estate Practice
Page 51.
Plus one course from the following:
Business Law
Page 41.
Real estate Finance
Page 51.
Real estate appraisal
Page 50.
Legal aspects of Real estate
Page 51.
Property Management
Not offered this quarter.
Mortgage Loan Brokering and Lending
Page 50.
using aRgus and spreadsheet
Programs for Commercial
Real estate analysis
Page 50.
Real estate and Land economics
Page 50.
For More Information
fbush@uclaextension.edu |
(310) 206-1555
To qualify for the Real Estate Salesperson License, you must pass a
written examination and meet certain requirements of the Bureau of
Real Estate (BRE), including successful completion of 3 college-level
courses. For all other requirements and more information about the real
estate salesperson license, visit the Bureau of Real Estate at bre.ca.gov.
Are You Completing
Your Certificate?
To take part in Extension’s
2014
Graduation Ceremony in June
,
you must be officially enrolled
in your desired certificate by
February 15, 2014 and have com-
pleted your program between
Fall 2013 and Summer 2014.
If you meet the above criteria
call (310) 206-1654 or email
bamcertificate@uclaextension.edu to
save your spot at the graduation.
Course Icons
Provide
Information
At‑a‑Glance
m
Online course.
&
Textbook required
C
UC credit; may be transferable to
other colleges and universities.
M
Meets during daytime hours.
E
Credit course may not be taken
passed/not passed.
Enroll at uclaextension.edu or call (310) 825-9971 Business, Management & Legal
49
Reg# Z6530CA
Through Dec 14: $555 / After: $605
Jan 14-Mar 18
Lili Ungar, Owner, Lili Ungar Public Relations.
Ms. Ungar’s former positions include vice president,
PMK Public Relations and Baker/Winokur/Ryder Public
Relations; director, W. C. Publicity, United Artists; and
project coordinator, Columbia Pictures.
Crisis Management and
Communications: Safeguarding
Image and Viability
m
X 478.5 Communication 2 units
Organizational crises must be dealt with rapidly, objec-
tively, correctly, and comprehensively. Yet, many
organizations fail to allocate the appropriate time and
resources to crisis planning. This course is designed
for corporate, healthcare, nonprofit organizations,
public relations and communications professionals,
and anyone charged with dealing with a crisis that
threatens the image or viability of an organization. This
overview provides you with the tools to identify poten-
tial vulnerabilities and to develop comprehensive pro-
tection, management, and communication plans.
Topics include examinations of actual crisis studies;
how to minimize risk; create a crisis plan; how to
manage, survive, and recover from a crisis; protecting
your brand; and effectively communicating your mes-
sage. For technical requirements see page 4. Required
course toward Public Relations Certificates. Elective
credit toward Fundraising Certificates. Enrollment
limited to 25 students.
Reg# Z6532CA
Through Dec 29: $295 / After: $325
Jan 29-Mar 5
Mariana Peralta Dannelley, JD, Consultant, Nonprof-
itMD—Prescriptions for the Business Side of Charity;
Ms. Dannelley held executive director positions at
Jefferson Woodlawn Lake Community Development
Corporation, Boys Hope Girls Hope of San Antonio, and
Hispanic Association of Colleges and Universities. She
was the former director of human resources and orga-
nizational development and director of replication at
AVANCE, Inc., where she managed the expansion of the
nonprofit social service agency to new cities.
Reporting and Writing I
m
X 432 Journalism 3 units
Prerequisite: Proficiency in college-level writing.
Required course toward Journalism and Public Rela-
tions Certificates and recommended to take as one of
the initial courses. Enrollment limited to 25 students.
For more information see page 101.
&
Reg# Z6766CA
Through Dec 21: $455 / After: $495
Jan 21-Mar 25
Richard Denham Hendrickson, PhD in Communica-
tion Studies, Bowling Green State University; associate
professor of communications and online journalism
instructor for John Carroll University in Cleveland with
40 years of journalism experience
Real Estate
For more information about a specific course call
(310) 206-1555 or email fbush@uclaextension.edu.
Certificates:
Real Estate with Concentrations
General Business Studies with Concentration
in Real Estate
Business Administration with Concentration
in Real Estate
For more information call (310) 206-1654 or
visit uclaextension.edu/bamcert.
GARY BERTISCH SCHOLARSHIP
Students who are pursuing the Real Estate Certificate
may be eligible for the Gary Bertisch Scholarship. For
more information see page 142.
Educational Requirements for the Real Estate
Salesperson License:
To obtain a real estate salesperson license, you
must first qualify for and pass a written examina-
tion. The Bureau of Real Estate (BRE) general
requirements are that you must be 18 years of age
or older, have proof of legal presence in the United
States (non-California residents should consult the
BRE website), and be honest and truthful. In addi-
tion to these general requirements, the BRE
requires successful completion of three college-
level courses to qualify for the real estate salesper-
son exam as follows:
Real Estate Principles and
Real Estate Practice
Plus one of the following:
Real Estate Appraisal
Property Management
Real Estate Finance
Real Estate Economics
Legal Aspects of Real Estate
Real Estate Office Administration
General Accounting
Business Law
Escrows
Mortgage Loan Brokering and Lending
Computer Applications in Real Estate
Common Interest Developments
Licensee must furnish an official transcript as
evidence of successful completion of all courses to
the BRE.
ADDITIONAL REQUIREMENTS:
Visit www.bre.ca.gov for real estate licensing
requirements.
EDUCATIONAL REQUIREMENTS FOR THE REAL
ESTATE BROKER LICENSE:
UCLA Extension offers courses that satisfy all the
educational requirements for qualifying to take the
Real Estate Broker License Exam. For complete
information, including licensing requirements,
please contact The Bureau of Real Estate via
email at bre.ca.gov. For a list of UCLA Extension
courses that correspond to the requirements visit
uclaextension.edu/realestate or call (310) 206-1555.
Mastering Financial Calculators in
Real Estate Applications
876.33 Management 2.4 CEU
HP-12C and HP-17BII/+ financial calculators come
loaded with all the financial formulae and computa-
tional capability of Excel and Argus spreadsheets, but
in a pocket-sized form factor. This course will show
brokers, developers, and investors how to use calcula-
tors to break down spreadsheets in the office and in
the field. To that end, students will learn how to com-
pute mortgage amortization, income streams, sinking
funds, rates of return and yields on investments, dis-
counted mortgages, and leasehold interests. Using the
discounted cash flow technique, students will build a
five-year financial analysis of an investment property
finding the after-tax internal rate of return (ATIRR) as
their final project. By mastering financial calculators,
this course will prepare students for more advanced
courses in real estate finance, appraisal, investment
analysis, advanced finance, development, and com-
mercial transactions. Internet access required to
retrieve course materials.
&
Reg# Z7088CA
Through Dec 22: $355 / After: $389
Westwood: 204D Extension Lindbrook Center
Wed 6:30-9:30pm, Jan 22-Mar 12, 8 mtgs
Enrollment deadline: Jan 29
Robert Keller, MArch, MSRED, Broker, Warner Center
Realty
Required Prerequisite
X 475.1 Real estate Principles
Group A: 5 Required Courses
X 475.2 Real estate Practice
X 475.4 Real estate Finance
X 475.5 Real estate appraisal
X 476.15 Real estate and
Land economics
X 476.7 Legal aspects of Real estate
Ethics Requirement
891.02 Business ethics
May be taken at any time during the
program; also offered online.
Group B: 4 Required Courses
Concentration in Investments
X 476.2 Property Management
X 476.3 Real estate investment
Properties
X 476.32 shopping Center
Development, Leasing,
and Management
X 476.321 Fundamentals of
Commercial Real estate
X 476.71 advanced Legal aspects
of Real estate
X 476.8 Real estate Market analysis
X 477.10 Real estate Development
X 477.5 Commercial Real estate
Leasing: Principles and Practices
X 477.6 Commercial Real estate
Leasing: Contracts and administration
X 477.12 Real estate Development,
Construction, and Management of
Residential and Retail Projects
X 477.9 Real estate
investment analysis
X 476.35 internship in Real estate
No Concentration
Students selecting this option
may fulfill their 4 courses from
the following as well as from those
listed under the Concentration
in Investments.
X 432.3 analysis of
Financial statements
X 476.01 advanced
Real estate Finance
X 476.83 securitization of Mortgages
X 476.87 Mortgage Loan Brokering
and Lending
X 477.95 using aRgus and
spreadsheet Programs for
Commercial Real estate analysis
An Application for Candidacy
must be submitted by the comple-
tion of the second course to be
officially enrolled.
For an appli cation visit
uclaextension.edu/bamcert.
Real Estate Online Info Session
Nov 12-22 or Feb 18-28
Real Estate Certificate
Pursue a Real Estate Certificate and arm yourself with the
information and skills you need to succeed in today’s uncertain
markets. You may also complete the program with a Concentration
in Investments.
For More Information
(310) 206-1654
| uclaextension.edu/realestate
50
Business, Management & Legal Enroll at uclaextension.edu or call (310) 825-9971
Distressed Real Estate: Foreclosures,
REOs, Modifications, and Short Sales
890.02 Management 1.7 CEU
Designed for owners of distressed properties, investors,
and real estate professionals looking to help clients with
distressed properties and/or realize investment goals.
Top industry professionals discuss distressed real
estate from the beginning problems through foreclosure
to bank-owned real estate (REO) including residential
and a strong emphasis on commercial. Guest lecturers,
articles, and case studies cover a variety of workout
solutions, including refinance, recapitalization, loan
modifications, restructure, forbearance, pay-off, short
sales, and deed-in-lieu. Each session focuses on a
different aspect of the distressed real estate market:
finance, bankruptcy, government regulation, sales and
disposition, tax implications, and appraisal/valuation.
Reg# Z7096CA
Through Jan 1: $335 / After: $365
Westwood: 217 Extension Lindbrook Center

✷ Sat 9am-4pm, Feb 1-15, 3 mtgs
No refund after Jan 24.
Enrollment deadline: Jan 31
Todd D. Weaver, CCIM, CPM, President, Synergy
Commercial Real Estate, Inc.
EE
Real Estate Principles
X 475.1 Management 5 units
A practical study of the basic principles, economic
aspects, and laws of real estate, including the informa-
tion needed to obtain a real estate license and/or for
better management of personal investments. Topics
include legal descriptions and estates; encumbrances,
liens, and homesteads; agencies; contracts; mathemat-
ics; financing and lenders; appraisal; escrow; title
insurance; leases, landlords, and tenants; urban eco-
nomics and planning; taxation; and careers in real
estate. Applies toward the mandatory educational
requirements for obtaining the California State Real
Estate Salesperson or Broker License. Internet access
required to retrieve course materials.
&
Reg# Z6654CA
Through Dec 6: $515 / After: $565
UCLA: 5117 Math Sciences
Mon 6-10pm, Jan 6-Mar 24, 12 mtgs
(no mtg 1/20 & 2/17; 2 mtgs to be arranged)
Michael J. Fiorina, JD, President/COO, The Total
Companies
EE
Real Estate Appraisal
X 475.5 Management 5 units
This course surveys the principles and tools of apprais-
ing various types of real estate, as well as provides an
analysis of value, price, property, and legal rights. Topics
include principles of valuation; the real estate market;
the relationship between real estate values and eco-
nomic, social, and government trends; economics of
urbanization, including location, value, and use potential;
neighborhood analysis; site utilization and property
value; estimating site value; the relationship of construc-
tion and architecture to cost standards; depreciation;
and approaches to cost, market data, and income valu-
ation. Students will learn how to understand and critique
a common residential form report. Prerequisite: X 475.1
Real Estate Principles or consent of instructor. Applies
toward the mandatory educational requirements for
obtaining the California State Real Estate Broker License.
Internet access required to retrieve course materials and
supplemental course participation.
&
Reg# Z6703CA
Through Dec 8: $515 / After: $565
Westwood: 209 Extension Lindbrook Center
Wed 6-10pm, Jan 8-Mar 26, 12 mtgs
Robert S. Abelson, PhD, real estate consultant,
AQB-Certified USPAP Instructor, California Certified
General Appraiser
EE
Real Estate and Land Economics
X 476.15 Management 4 units
This course covers the economic foundations of real
estate value. Topics include location theory and the
economics of spatial patterns—forces that shape cities
and influence the real estate industry and land uses.
Theories of growth and decay of local areas, cities, and
regions; real estate cycles and business fluctuations;
identification of specific urban land use; and land values
also are covered. Prerequisite: X 475.1 Real Estate
Principles, previous experience, or consent of instructor.
Applies toward the mandatory educational requirements
for obtaining the California State Real Estate Broker
License. Visitors not permitted.
&
Reg# Z6701CA
Through Dec 9: $455 / After: $499
Westwood: Extension Lindbrook Center
Thu 6-9:15pm, Jan 9-Mar 27, 12 mtgs
Marvin N. Nadler, BBA, President, Financial Advisors
Realty Company; California State Certified General Real
Estate Appraiser
EE
Internship in Real Estate
X 476.35 Management 5 units
The internship provides practical experience in a variety
of real estate job functions and projects including, but
are not limited to, real estate finance, real estate
appraisal, real estate market analysis, mortgage secu-
ritization process, real estate investment analysis, and
property management. Prerequisite: Students must be
enrolled in and have completed a minimum of five
courses in one of the following Business and Manage-
ment Certificate Programs: Certificate in Real Estate,
Certificate in General Business Studies with Concentra-
tion Real Estate, Certificate in Business Administration
with Concentration in Real Estate. UCLA Extension does
not provide placement or guarantee internship avail-
ability. Prior to enrollment, students are provided a list
of firms offering internship opportunities and should
contact the companies directly to arrange an interview.
Enrollment is limited to the number of available intern-
ships. UCLA Extension’s Department of Business,
Management, and Legal Programs must approve of all
firms offering internships. To request an application call
(310) 825-1238. Visitors not permitted. Certificate
students are eligible for a discounted course fee. Please
contact the student advisor at (310) 825-1238 for more
information. Restricted course; call (310) 825-1238 for
permission to enroll. Web enrollments automatically
generate a “Permission to Enroll” request.
Reg# Z6725CA
Fee: $635
Todd D. Weaver, CCIM, CPM, President, Synergy
Commercial Real Estate, Inc.
EE
Advanced Legal Aspects of
Real Estate
X 476.71 Management 4 units
34 hours of MCLE credit available.
This survey of legal topics at an advanced level builds
upon the fundamentals and theories examined in
X 476.7 Legal Aspects of Real Estate. Topics include
purchase and sale agreements, exchanges, options,
ground leases, sale leasebacks, syndications, and the
California Limited Partnership Act. Attention also is
given to current issues regarding brokers’ responsibili-
ties and liabilities. Prerequisite: X 476.7 Legal Aspects
of Real Estate or consent of instructor.
Reg# Z7027CA
Through Dec 8: $455 / After: $495
Westwood: 204 ABC Extension Lindbrook
Center
Wed 6:30-9:30pm, Jan 8-Mar 26, 12 mtgs
Bryan Mashian, Esq., JD, Owner, The Law Offices of
Bryan Mashian
EE
Mortgage Loan
Brokering and Lending
X 476.87 Management 4 units
36.75 hours of MCLE credit available, including
3 hours of Legal Ethics.
This course is designed for students who are either
considering a career in single-family mortgage loan
brokerage or have already entered the field and wish
to enhance their knowledge and professionalism. Topics
include types of loans, lending sources, marketing,
financial mathematics, completion of the loan applica-
tion, loan packaging and underwriting, the loan closing
statement, and income property financing and broker-
age. Instruction emphasizes legal and compliance
issues, including licensing requirements, regulatory
agencies, brokers’ fiduciary responsibilities, fair lending
laws, and disclosure requirements under RESPA, ECOA,
the SAFE Act, HARP, and the Fair Credit Reporting Act.
Prerequisite: X 475.1 Real Estate Principles. X 475.4
Real Estate Finance highly suggested. This course is
one of the requirements for the Broker License by the
CA BRE.
&
Reg# Z6716CA
Through Jan 22: $455 / After: $495
UCLA: 154 Dodd Hall

✷ Sat 9am-4pm, Feb 22-Mar 29, 6 mtgs
D. Grogan, EdD, Professor of Real Estate, El Camino
College
neW COuRse
EE
Commercial Real Estate Acquisitions
and Dispositions: Principles &
Practices
X 477.7 Management 4 units
This course analyzes the market and financial issues in
commercial real estate acquisitions and dispositions.
Students learn ethics and the acquisitions and disposi-
tions processes through multiple perspectives, from
obtaining the listing and marketing the property to
qualifying an offer and closing the deal. Students also
learn the proper use of sophisticated commercial real
estate terminology, practical application of state of the
art financial analysis tools, and abstract the most popu-
lar listing and purchase contract forms used by profes-
sionals. This course is designed for the residential agent
who wants to crossover to commercial, as well as for
the seasoned commercial broker, investor, owner and
user who need to sharpen their skills. Other profession-
als who can benefit from this course include attorneys,
accountants, bankers, asset managers, property man-
agers, and developers.
Reg# Z7017CA
Through Dec 6: $455 / After: $495
UCLA: 160 Royce Hall
Mon 6:30-9:30pm, Jan 6-Mar 24, 12 mtgs
(no mtg 1/20 & 2/17; 2 mtgs to be arranged)
Todd D. Weaver, CCIM, CPM, President, Synergy
Commercial Real Estate, Inc.
EE
Real Estate Investment Analysis
X 477.9 Management 4 units
37 hours of MCLE credit available.
A must for anyone dealing with the investment aspects
of real estate. This course examines residential, multi-
residential, commercial, industrial, and special-purpose
real estate investments, as well as reviews application
of investment ratios to expense factors, mortgage loan
constants, and equity yields before and after income
and capital gains taxes. Other topics include capitaliza-
tion; negative vs. positive leverage; depreciation meth-
ods and recapture; simplification of actuarial tables and
mathematical formulas; internal rates of return; net
present value; related yield measurement techniques;
senior, junior, and inclusive trust deeds; fee, leasehold,
and subordination alternatives and combinations;
explanation and calculation of financial provisions of
commercial leases; and prevailing rental rates and
operating expenses. Familiarity with HP 12C, HP 17B2,
or HP 19B2 calculator is highly recommended. Prereq-
uisite: X 475.1 Real Estate Principles or previous
experience and consent of instructor. Elective course in
Certificate in Finance. Internet access required to
retrieve course materials.
&
kkk
Reg# Z6705CA
Through Dec 7: $455 / After: $499
UCLA: 167 Dodd Hall
Tue 6:30-9:45pm, Jan 7-Mar 25, 12 mtgs
Mark S. Ruff, real estate broker
EE
Using ARGUS and Spreadsheet
Programs for Commercial
Real Estate Analysis
X 477.95 Management 4 units
This course examines how to analyze real estate invest-
ment property using ARGUS DCF and Excel software.
The course also prepares participants for the ARGUS
DCF certification examination. Property types covered
include office, retail, industrial, multi-family, mixed-use
and hotel/motel. Using ARGUS for development and
partnerships is also covered. Students gain hands-on
computer lab training in utilizing these programs
through the analysis of case studies provided by the
instructor. Students obtain a working knowledge of how
to gather and input data, analyze income and expenses,
understand tenant reimbursements, and generate
meaningful reports for investors, developers, lenders
and planners. Participants will learn to analyze sale /
purchase decisions and leasing activities from the
perspective of the owner/lessor and the tenant/lessee.
This course is beneficial for appraisers; real estate
analysts; property analysts for real estate developers;
real estate investment companies; property managers
and asset managers; insurance companies; mortgage
bankers; institutional lenders; leasing professionals; and
employees of Federal, State, and Municipal agencies
and planning departments. Prerequisite: X 477.9 Real
Estate Investment Analysis, X 476.3 Real Estate Invest-
ment Properties, X 476.1 Income Property Appraisal,
and X 476.01 Advanced Real Estate Finance, or con-
sent of instructor. Elective course in Finance Certificate.
Enrollment limited to 27 students. Internet access
required to retrieve course materials.
&
Reg# Z6721CA
Through Dec 9: $455 / After: $495
Westwood: 215 Extension Lindbrook Center
Thu 6:30-9:30pm, Jan 9-Mar 27, 12 mtgs
Karen G. Davidson, CRE, MAI, President/Owner,
Davidson & Associates
EE
Taxation of Property Transactions
X 427.122 Management 4 units
34 hours of MCLE credit available.
Prerequisite: X 127 Federal Income Taxation, equivalent
experience, or consent of instructor. For more informa-
tion see page 53.
&
Reg# Z6395CA
Through Dec 8: $445 / After: $489
UCLA: 178 Dodd Hall
Wed 6:30-9:30pm, Jan 8-Mar 26, 12 mtgs
David S. Krantz, JD, Attorney at Law
Seminars
Buying and Managing Apartment
Buildings for Profit
890.07 Management 0.5 CEU
With the array of stocks, bonds, and real estate available
where do you invest? Are you considering buying an
apartment building? Do you already own one or more
buildings and struggle to get and keep tenants? This
course shows you how to buy, own and operate apart-
ment buildings as a profitable and headache-free busi-
ness. Learn how to select a building to purchase and
analyze the financials; what support staff to hire; how to
select tenants and what forms to use; low cost items to
make your property appealing; what things you can do
yourself versus when to hire a professional; changing
locks in 15 minutes; when to increase or decrease
rents; choosing to allow or deny pets; and much more.
Enrollment limited; no enrollment at the door.
Reg# Z7110CA
Through Feb 15: $155 / After: $165
Westwood: 214 Extension Lindbrook Center

✷ Sat 9am-3pm, Mar 15, 1 mtg
Enrollment deadline: Mar 14
Rennie Gabriel, BA, CLU, CFP
®
, President, The Financial
Coach, Inc.
Enroll at uclaextension.edu or call (310) 825-9971 Business, Management & Legal
51
Single Family Homes as an
Investment: Opportunities
and Challenges
890.11 Management 0.4 CEU
This course explores the universe of strategies for
investing in single family homes. Using the models of
buy-renovate-resell; lending to operators who buy-
renovate-resell; and buying, renovating and renting to
create a portfolio of cash flowing properties you will
learn how these investments can become successful.
Learn why single family housing continues to present
some of the best investment opportunities in the real
estate asset class, and discover many of the challenges
and pitfalls that investors need to consider before mak-
ing an investment. Case studies are used to explain
representative returns available to investors from each
of the strategies covered, with a heavy emphasis on
risks and how to mitigate them. Enrollment limited;
advance enrollment required. Enrollment limited;
advance enrollment required.
Reg# Z6707CA
Through Jan 22: $145 / After: $155
Westwood: 201 Extension Lindbrook Center

✷ Sat 10am-3pm, Feb 22, 1 mtg
Enrollment deadline: Feb 21
Jan B. Brzeski, MA, Principal/Owner, Arixa Capital
Advisors, LLC
Greg Hebner, Managing Director, Arixa Capital
Advisors, LLC
2-Day Real Estate Boot Camp
890.16 Management 1.4 CEU
This class is a 2-day, 14-hour version of X 477.9
Real Estate Investment Analysis. For more info call
(310) 206-1555.
This seminar covers everything you need to know to
start investing in Real Estate. You learn the basic terms
of the business as well as how to use Microsoft Excel
to do financial models and analyze potential investment
opportunities. Topics include the property ladder, basic
terms, investment analysis, “how do I know if this is the
right deal,” and 1031 Exchanges and Tax Implications.
Guest speakers also discuss property management and
financing. By course’s end you should have the knowl-
edge you need to start building a passive income
stream you can use to pay for your kid’s college tuition
and your retirement. Fee includes workbook and text
There’s No Free Lunch in Real Estate by Jon Swire.
Reg# Z6687CA
Through Feb 8: $297 / After: $330
Westwood: 320 1010 Westwood Center

✷ Sat & Sun 8:30am-5pm, Mar 8 & 9, 2 mtgs
Enrollment deadline: Mar 7
Jonathan S. Swire, MBA, Real Estate Advisor/Author/
Speaker, Keller Williams Commercial
neW seMinaR
Alternative Methods of Structuring
Real Estate Transactions
891.3 Management 0.6 CEU
In todayís market, using and implementing alternative
structure for an office, industrial, or retail real prop-
erty transaction is of critical importance. To thrive,
real estate professionals must be familiar with a
number of alternative methods for structuring real
estate acquisition and transactions. This seminar
assists real estate professionals by covering a num-
ber of relevant topics, including seller financing,
retaining existing financing, shared appreciation
mortgage, repurchase options, sale-leasebacks,
shared equity arrangements, ground leases, 1031
exchanges, joint ventures, and syndications.
Reg# Z7100CA
Through Jan 8: $159 / After: $175
Westwood: 216 Extension Lindbrook Center

✷ Sat 9am-4pm, Feb 8, 1 mtg
Enrollment deadline: Feb 7
Bryan Mashian, Esq., JD, Owner, The Law Offices of
Bryan Mashian
Business Ethics
891.02 Management 0.6 CEU
Includes course materials and lunch.
All business and management certificate students must
successfully complete this seminar to receive their
certificate. Enrollment limited; no enrollment at the
door. Students must arrive no later than 10am. For
more information see page 24.
Reg# Z6911CA
Through Dec 18: $175 / After: $189
Westwood: 216 Extension Lindbrook Center

✷ Sat 10am-5pm, Jan 18, 1 mtg
Matthew Kohler, MBA, Owner/President, Baja Tan, LLC
Reg# Z6913CA
Through Feb 22: $175 / After: $189
Westwood: 214 Extension Lindbrook Center

✷ Sat 10am-5pm, Mar 22, 1 mtg
Matthew Kohler, MBA, Owner/President, Baja Tan, LLC
Personal Finance Series
833.818 Management 1.8 CEU
Includes course materials.
Advance enrollment is highly recommended. Single
admission at the door, space permitting; payment by
credit card only. For more information see page 31.
Reg# Z6922CA
Through Dec 25: $195 / After: $209
Westwood: 216 Extension Lindbrook Center

✷ Sat 9am-3pm, Jan 25; Feb 15; Mar 22,
3 mtgs
Online Courses
For technical requirements see page 4.
Real Estate Certificate Information
Session
m
UL 722.30 Management
Conducted entirely online.
Explore the benefits of UCLA Extension’s Real Estate
Certificate. Interact with our expert instructors and staff
to learn more about this field as well as career oppor-
tunities in the industry. This event is conducted asyn-
chronously online, so materials can be accessed at your
convenience. Registration includes a log-in ID and
password for all 11 days. Admission is free, but
advance registration is required. Participants must
provide a valid email address upon enrollment.
Reg# Z6901CA
Fee: $0
Feb 18-28
No refund after Feb 28.
EE
Real Estate Principles
m
X 475.1 Management 5 units
Enrollment limited. For more information see
page 50.
&
Reg# Z6653CA
Through Dec 7: $555 / After: $605
Jan 7-Mar 25
Larry E. Nease, MBA, MSBA, President, Terra Conejo
Properties, Inc.
EE
Real Estate Practice
m
X 475.2 Management 5 units
45 hours of MCLE credit available, including 3 hours
of Legal Ethics.
This course covers the elements of day-to-day real estate
sales and brokerage practices, emphasizing the selling
process and the handling of a real estate transaction
from listing to closing escrow. Topics include securing
and qualifying listings and prospects, advertising, financ-
ing, closing the sale, and expediting the escrow. Owning
and operating a real estate business, managing sales-
people and office personnel, budgeting, and developing
and maintaining effective community relations also are
covered. For technical requirements see page 4. Prereq-
uisite: X 475.1 Real Estate Principles or consent of
instructor. Applies toward the mandatory educational
requirements for obtaining the California State Real
Estate Broker License. Enrollment limited.
&
Reg# Z6706CA
Through Dec 7: $555 / After: $605
Jan 7-Mar 25
Tom Morehouse, CRB, e-PRO, MBA Broker/Co-Owner
Prudential California Realty
EE
Real Estate Finance
m
X 475.4 Management 5 units
45 hours MCLE credit available.
This course surveys the concepts, methods, and tech-
niques of financing real estate transactions. Instruction
covers sources, characteristics, and parameters of
mortgage capital; fixed- and variable-rate mortgages;
government-assisted financing, including VA, FHA, and
first-time buyer programs; documentation; amortization,
loan constants, present value, compound interest, APR,
and debt coverage ratios; loan underwriting, including
credit analysis and qualifying; loan processing, closing,
and servicing; foreclosures; and construction, perma-
nent, gap, wraparound, and leasehold financing. Case
studies for financing proposals for single-family, multi-
family, and commercial/industrial transactions are
featured. For technical requirements see page 4. Pre-
requisite: X 475.1 Real Estate Principles or consent of
instructor. Applies toward the mandatory educational
requirements for obtaining the California State Real
Estate Broker License. Enrollment limited.
&
Reg# Z6704CA
Through Dec 7: $555 / After: $605
Jan 7-Mar 25
Gjenaii Z. Enciso Givhan, MBA, Real Estate/Mortgage
Broker/Professor, Keller Williams Realty
EE
Real Estate Appraisal
m
X 475.5 Management 5 units
Prerequisite: X 475.1 Real Estate Principles or consent
of instructor. Applies toward the mandatory educational
requirements for obtaining the California State Real
Estate Broker License. Enrollment limited. For more
information see page 50.
&
Reg# Z6702CA
Through Dec 9: $555 / After: $605
Jan 9-Mar 27
David W. Johnson, MAI, Managing Partner, Johnson,
O’Neil & Associates; California State-Certified General
Real Estate Appraiser
EE
Real Estate and Land Economics
m
X 476.15 Management 4 units
Prerequisite: X 475.1 Real Estate Principles, previous
experience, or consent of instructor. Applies toward the
mandatory educational requirements for obtaining the
California State Real Estate Broker License. Enrollment
limited. For more information see page 50.
&
Reg# Z6712CA
Through Dec 9: $555 / After: $605
Jan 9-Mar 27
Adeline C. Englund, JD, Attorney, Real Estate Broker
EE
Legal Aspects of Real Estate
m
X 476.7 Management 4 units
37 hours of MCLE credit available.
This course provides an overview of California real
property and its influence on various aspects of the
real estate industry. Instruction examines the legal
issues surrounding real estate ownership and transfer,
rights and duties of ownership, conveyance issues,
mortgages and deeds of trust, government control and
powers, escrow and title insurance, zoning, landlord
and tenant problems, real estate brokerage and
agency relationships, and agency ethics. For technical
requirements see page 4. Prerequisite: X 475.1 Real
Estate Principles or consent of instructor. Applies
toward the mandatory educational requirements for
obtaining the California State Real Estate Broker
License. Enrollment limited.
&
Reg# Z6700CA
Through Dec 8: $555 / After: $605
Jan 8-Mar 26
Edward J. Wankovsky, JD, Broker/Manager/Co-Owner,
Prudential California Realty
EE
Real Estate Market Analysis
m
X 476.8 Management 4 units
This course explores the sources of data used in eco-
nomic studies and provides an in-depth analysis of
trends, market activity, sales, lending, leasing, and how
research studies are conducted. Other topics include
land-use studies and city planning, traffic studies,
population behavior and mobility, and consumer spend-
ing and trade area. Students learn through case studies,
demonstrations, and class participation in the analysis
of shopping center development, tract development
(sales, projections, and surveys), service station loca-
tion, population projections, employment trends, urban
renewal projects, and community reuse studies. For
technical requirements see page 4. Prerequisite:
X 475.1 Real Estate Principles or consent of instructor.
Enrollment limited.
&
Reg# Z6715CA
Through Dec 7: $555 / After: $605
Jan 7-Mar 25
Tracy L. Green, Consultant specializing in distressed
properti es, l oss mi ti gati on, and sustai nabl e
development.
EE
Real Estate Investment Analysis
m
X 477.9 Management 4 units
37 hours of MCLE credit available. Accepted by the
Certified Financial Planner Board of Standards, Inc.
for 30 hours of continuing education.
Prerequisite: X 475.1 Real Estate Principles or previous
experience and consent of instructor. Enrollment limited.
For more information see page 50.
&
Reg# Z7038CA
Through Dec 8: $555 / After: $605
Jan 8-Mar 26
Brien C. Walton, JD, LLM, Senior Vice President,
Executive Coaching Systems, Inc.
c
UC credit
m
Online course
E
Not available passed/not passed
&
Text required
M
Course held during daytime hours
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52
Business, Management & Legal Enroll at uclaextension.edu or call (310) 825-9971
Restaurant
Management
For more information call (310) 206-5075 or email
jgill@uclaextension.edu.
Starting Your Own Restaurant
819 Management 1.2 CEU
Learn what it takes to start a successful restaurant in
this 2-day seminar. A restaurant expert shares their
knowledge of startup, including creating a concept, site
location and building requirements, dining room and
kitchen design, menu planning, financing, budget
analysis, sales and marketing, management systems,
advertising, and public relations. Enrollment limited.
Reg# Z6869CA
Through Jan 1: $285 / After: $309
Westwood: G33W UCLA Extension Bldg.

✷ Sat 9am-4pm, Feb 1 & 8, 2 mtgs
Janet Lowder, President, Restaurant Management
Services
The Restaurant Industry: Survey of
Operations and Management
X 495.01 Management 4 units
This course examines the process of establishing and
operating a restaurant from development of concept to
devising an executive summary business plan. Topics
discussed include restaurant characteristics; location;
design; marketing; financing; leasing; menu develop-
ment; bar and beverage; food purchasing; facilities
planning; choosing equipment; cost control procedures;
staff selection and utilization; management techniques;
customer relations; food sanitation; and legal, tax, and
insurance issues. Students participate in a field trip to
a selected restaurant to experience the front and back
of the house operations. The course includes panel
discussions with leading restaurant industry experts.
Enrollment limited.
&
Reg# Z6867CA
Through Dec 8: $455 / After: $495
UCLA: 1284 School of Public Affairs Bldg.
Wed 7-10pm, Jan 8-Mar 26, 12 mtgs
Janet Lowder, President, Restaurant Management
Services
Wine Education &
Management
For more information call (310) 206-5075 or email
jgill@uclaextension.edu.
Wine Education & Management Certificate
For more information about certificates
call (310) 206-1654 or 206-1578 or visit
uclaextension.edu/bamcert.
Refund Policy for Wine Education and Management
Courses: Refund requests made less than 4 business
days prior to first class will have an additional non-
refundable amount withheld. See individual course
description for nonrefundable amount. A full refund
is given if the course is canceled, discontinued,
or rescheduled, but not in the case of instructor
substitution.
Wines of Piemonte
888 Viticulture & Enology 1.2 CEU
This is an in-depth course on the Italian enological jewel
of Piemonte, one of the most important and famous
wine regions in the world. This intermediate course
explores the highly complex universe shaped by the
Nebbiolo grape’s stubborn personality; a long-aging,
wine-making tradition and history; a marvelous and
unique terroir; a clash of local techniques; and the
famous region’s esoteric wine districts. This course also
take a detailed look at the most relevant native grape
varietals, such as Barbera, Dolcetto, Pelaverga, Arneis,
Cortese, and Erbaluce, as well as covers the history, the
regulations, the terms, the terroirs, the villages, and the
geological factors behind Piemonte. Restricted to per-
sons 21 years of age or older. See special refund policy
at the beginning of this section. Students are not
allowed to bring food to class.
Reg# Z6864CA
Through Feb 3: $395 / After: $435
Westwood: G33W UCLA Extension Bldg.
Mon 6:30-9:30pm, Mar 3-24, 4 mtgs
Instructor to be announced
The Business of Wine Management
X 407A Viticulture & Enology 1.4 units
This course covers the business aspects of wine. Topics
include production: the business of growing grapes,
making wine, and getting the product to market;
importing and distributing: getting the wine into the
country and/or distributing it to retailers and restau-
rants; retailing: getting wine to end users while observ-
ing the complicated legal issues surrounding the
three-tiered alcohol distribution system in the United
States; and the restaurant: dealing with purveyors,
inventory, price controls, storage, constructing a wine
list, creating a by-the-glass program, serving tech-
niques, glassware, and basic service through full ser-
vice. Enrollment limited. Students must be 21 years old.
See special refund policy at the beginning of this sec-
tion and/or on enrollment receipt. Students are not
allowed to bring food to class. Internet access required
to retrieve course materials.
Reg# Z6855CA
Through Dec 9: $325 / After: $355
Westwood: G33W UCLA Extension Bldg.
Thu 6:30-9:30pm, Jan 9-30, 4 mtgs
Patrick J. Comiskey, Editor/Tasting Coordinator, Wine
& Spirits Magazine
The Wines of Bordeaux
X 444 Viticulture & Enology 1.4 units
This intermediate course takes a detailed look at
wines from the Bordeaux region of France. Topics
include terroir, appellations, grape varieties, viticultural
techniques, winemaking methods, historical signifi-
cance, the merchant system, futures, and wine clas-
sification systems. Prerequisite: X 485 An Introduction
to Wine; X 481 Vintage II is highly recommended.
Elective course in Wine Education and Management
Certificate. Enrollment limited. Restricted to persons
21 years of age or older. See special refund policy at
the beginning of this section. Students are not
allowed to bring food to class.
Reg# Z6862CA
Through Dec 8: $395 / After: $435
Westwood: G33W UCLA Extension Bldg.
Wed 6:30-9:30pm, Jan 8-Feb 29, 5 mtgs
(1 mtg online: Feb 5)
Shelby Ledgerwood, Owner, Savant Wines
Vintage II
X 481 Viticulture & Enology 4 units
This course builds on the basics learned in Vintage I
and goes on the road—visiting the classic winemaking
areas of the world. It begins with the countries of
France, Italy, and Spain, and covers each of their major
winemaking areas. These areas are examined in detail
for their contribution in the production of quality wines
for world consumption. Prerequisite: X 480 Vintage I.
Enrollment limited. Restricted to persons 21 years of
age or older. See special refund policy at the beginning
of this section and/or on enrollment receipt. Visitors
not permitted. Internet access required to retrieve
course materials.
Reg# Z6858CA
Through Dec 7: $755 / After: $825
Westwood: G33W UCLA Extension Bldg.
Tue 6:30-9:30pm, Jan 7-Mar 18, 11 mtgs
Paul Sherman, Advanced Sommelier, International
Court of Master Sommeliers
An Introduction to Wine
X 485 Viticulture & Enology 2 units
This course presents introductory to intermediate wine
information, including the intricacies of tasting wine,
wine service, restaurant issues, wine and food pairing,
terroir, grape growing, and winemaking. Noble grape
varieties from the major winemaking countries are
discussed. Wine regions of the world are examined. A
major portion of class time is devoted to tasting and
analyzing wine. Required course for the Wine Educa-
tion and Management Certificate. Must be taken for
Wine Education &
Management Certificate
Program Prerequisite:
X 485 an introduction to Wine
5 Required Courses
X 480 Vintage i
X 481 Vintage ii
X 482 Vintage iii
X 407a the Business of Wine
Management
X 444 the Wines of Bordeaux
Ethics Requirement
891.02 Business ethics
The Wine Education and Management Certificate (formerly Vintage) is
intended for those who are serious about wine education. The certificate
provides you with a comprehensive understanding of where, why, and
how wine is made and appreciated all over the world.
Due to wine tastings, students must be 21 years of age or older for all of the
courses except The Business of Wine Management.
For More Information
(310) 206-1654
| uclaextension.edu/hospitality
Now on the UCLA Campus
UCLA Extension Restaurant
Industry Conference
Conference Chair:
Anna M. Graves, Partner and
Co-Chair of the Restaurant,
Food, and Beverage Group,
Pillsbury Winthrop
Shaw Pittman LLP
For More Information
(310) 206-1555
| uclaextension.edu/restaurant
Tap into the successful experiences and insights of owners, executives,
and other key restaurant industry leaders who discuss the challenges
and trends facing today’s companies of all sizes—and find out what
opportunities exist for you.
Enroll at uclaextension.edu or call (310) 825-9971 Business, Management & Legal
53
a letter grade and earn a grade of C or better if plan-
ning to continue with the Certificate. Enrollment lim-
ited; enrollment prior to the first class required.
Restricted to persons 21 years of age or older. See
special refund policy at the beginning of this section.
Students are not allowed to bring food to class.
Visitors not permitted.
&
Reg# Z6861CA
Through Dec 6: $455 / After: $495
Westwood: G33W UCLA Extension Bldg.
Wed 6:30-9:30pm, Feb 12-Mar 19, 6 mtgs
Shelby Ledgerwood, Owner, Savant Wines
Taxation
For more information call (310) 825-4938 or email
sgomez@uclaextension.edu.
Those students who plan to become tax pro-
fessionals in industry or professional tax
preparers are advised to enroll in the Taxation
Certificate. Students are advised to complete
X 1A and X 1B Principles of Accounting (or
equivalent courses) before enrolling in the
certificate since these are prerequisites for
many courses in the curriculum.
EE
Federal Income Taxation
X 127 Management 4 units c
39.5 hours of MCLE credit available.
This course explores individual income taxation issues,
including tax determination; personal and dependents
exemptions; concepts and inclusions of gross income;
general deductions and losses; deduction of certain
business expenses and losses; depreciation, cost
recovery amortization, and depletion; deduction of
employee expenses; itemized deductions and losses;
passive activity losses; property transaction gains and
losses; nontaxable exchanges; and capital gains and
losses. Prerequisite: X 1A and X 1B Principles of
Accounting, or consent of instructor. Core course in
the Taxation Certificate. Required course in the
Accounting Certificate.
&
Reg# Z6391CA
Through Dec 8: $495 / After: $539
UCLA: 2270 School of Public Affairs Bldg.
Wed 6:30-9:30pm, Jan 8-Mar 26, 14 mtgs
(2 mtgs to be arranged)
Morton D. Rosenthal, JD, attorney
EE
Taxation of Property Transactions
X 427.122 Management 4 units
34 hours of MCLE credit available.
This course is designed for attorneys, taxation profes-
sionals, and others actively working in the real estate
industry and who are interested in taxation issues
associated with real estate transactions. The course
builds on the basic tax principles learned by students
in X 127 Federal Income Taxation and extends those
principles to their application in the sale or other trans-
fer of property. Students are provided with a detailed
analysis of the federal income tax consequences result-
ing from sales, exchanges, and other dispositions of
property, including such topics as determining the
taxable event; ascertaining basis and amount realized;
ascertaining gain or loss; limitations regarding the use
of losses, including the at-risk and passive activity loss
provisions; the importance of the distinction between
capital and ordinary loss treatment; and the applicability
of various non-recognition provisions, including
like-kind exchanges and involuntary conversions.
Prerequisite: X 127 Federal Income Taxation, equivalent
experience, or consent of instructor.
&
Reg# Z6395CA
Through Dec 8: $445 / After: $489
UCLA: 178 Dodd Hall
Wed 6:30-9:30pm, Jan 8-Mar 26, 12 mtgs
David S. Krantz, JD, Attorney at Law
EE
Taxation of
Corporations and Shareholders
X 427.8 Management 4 units
34 hours of MCLE credit available.
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 redemption of stock,
attribution rules, and partial and complete liquidations.
Instruction also covers accumulated earnings, subchap-
ter S, and transactions between corporations and
shareholders. Prerequisite: X 127 Federal Income Taxa-
tion, equivalent experience, or consent of instructor.
Core course in the Taxation Certificate. Required course
in the Accounting Certificate.
&
Reg# Z6396CA
Through Dec 7: $445 / After: $489
UCLA: 2270 School of Public Affairs Bldg.
Tue 6:30-9:30pm, Jan 7-Mar 25, 12 mtgs
Nidal B. Ramadan, CPA, MBA, Internal Revenue Agent
EE
Partnership Taxation
X 427.9 Management 4 units
34 hours of MCLE credit available.
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 lia-
bilities; operational and at-risk rules; allocation of
distributive shares; transactions between partners;
disposition of interest and property; distributions
involving 751 assets; termination and 736 payments;
death of partner; and setting up family and limited
partnerships as an association for tax purposes.
Prerequisite: X 127 Federal Income Taxation or equiva-
lent experience and consent of instructor. Required
course in the Taxation Certificate. Business-Related
Elective in the Accounting Certificate.
&
Reg# Z6397CA
Through Dec 9: $445 / After: $489
UCLA: 2242 School of Public Affairs Bldg.
Thu 6:30-9:30pm, Jan 9-Mar 27, 12 mtgs
Nidal B. Ramadan, CPA, MBA, Internal Revenue Agent
EE
Internship in Taxation
X 427.124 Management 5 units
The internship provides practical experience in a variety
of taxation job functions within the accounting or tax
services sectors, private industry, or nonprofits, and is
an opportunity to apply the material previously studied
in your taxation courses. Students intern with sponsor-
ing companies for a minimum of 75 hours and must
secure their internship assignment before enrolling.
Elective in the Taxation Certificate. International stu-
dents must contact the International Student Office at
(310) 825-9351 to confirm eligibility. Restricted course;
web enrollments automatically generate a “Permission
to Enroll” request, after which our advisor will contact
you to review enrollment process. Students enrolled in
the Taxation Certificate qualify for a discounted fee.
Visitors not permitted.
Reg# Z6398CA
Through Dec 8: $579 / After: $635
Philippe Masbanji, BS, CPA
EE
Income Taxation in
Personal Financial Planning
X 430.33 Management 4 units
34 hours of MCLE credit available.
Prerequisite: X 430.31 Survey of Personal Financial
Planning and X 430.391 Financial Analysis in Personal
Financial Planning. An introductory federal income taxa-
tion course also is recommeneded or consent of
instructor. Required course in the Personal Financial
Planning Certificate. Core course in the Taxation Cer-
tificate. Internet access required to retrieve course
materials. For more information see page 45.
&
Reg# Z6295CA
Through Dec 7: $445 / After: $489
UCLA: 2250 School of Public Affairs Bldg.
Tue 6:30-9:30pm, Jan 7-Mar 25, 12 mtgs
David R. Bergmann, BS, CFP
®
, EA, CLU, ChFC,
Managing Principal, The David R. Bergmann Group
Taxation Certificate
Select 9 courses from
the following:
X 127 Federal income taxation
X 427.111 Federal tax Practice
and Procedure
X 427.12 estate and gift taxation
X 427.121 international taxation
X 427.122 taxation of Property
transactions
X 427.123 tax Reporting and
governance for nonprofit
Organizations
X 427.13 Payroll tax and accounting
X 427.8 taxation of Corporations
and shareholders
X 427.9 Partnership taxation
X 427.904 Retirement Plans and
Other employee Benefits
X 427.96 Fundamentals of
tax advocacy
X 430.33 income taxation in
Personal Financial Planning
X 439.3 estate Planning
X 439.31 advanced estate Planning
X 427.124 internship in taxation
Ethics Requirement
891.02 Business ethics
May be taken at any time during the
program; also offered online.
Candidacy Fee
An application for candidacy and
a nonrefundable fee of $175 must
be submitted by the completion
of the second course to officially
enroll in this program under its
current curriculum. For an applica-
tion, visit uclaextension.edu/bamcert
or call
(310) 206-1654
.
This 9-course certificate is intended for those tax professionals who want
to expand their careers, career changers, and financial advisors who want
to provide tax services. Also relevant for those preparing for the EA exam.
In addition, you must also complete the Business Ethics requirement.
Students are advised to complete X 1A and X 1B Principles of
Accounting (or equivalent courses) prior to enrolling in the certificate.
For More Information
(310) 206-1654
| uclaextension.edu/taxation
Are You Completing
Your Certificate?
To take part in Extension’s
2014
Graduation Ceremony in June
,
you must be officially enrolled
in your desired certificate by
February 15, 2014 and have com-
pleted your program between
Fall 2013 and Summer 2014.
If you meet the above criteria
call (310) 206-1654 or email
bamcertificate@uclaextension.edu to
save your spot at the graduation.
54
Business, Management & Legal Enroll at uclaextension.edu or call (310) 825-9971
EE
Estate Planning
X 439.3 Management 4 units
34 hours of MCLE credit available, including 1 hour
of Legal Ethics and 0.5 hour of Elimination of Bias.
36 hours of California Department of Insurance
continuing education credit available.
Required course in the Personal Financial Planning
Certificate. Core course in the Taxation Certificate. For
more information see page 46.
&
Reg# Z6281CA
Through Dec 8: $445 / After: $489
UCLA: 146 Dodd Hall
Wed 6:30-9:30pm, Jan 8-Mar 26, 12 mtgs
Jonathan S. Forster, BA, JD, Partner, Weinstock
Manion, a Law Corporation
Seminars
Tax Strategies for
Building and Maintaining Wealth
833.64 Management 0.6 CEU
Includes course materials.
This 1-day seminar is designed for individuals who are
interested in implementing proven tax strategies for
reducing overall tax liabilities and increasing cash flow.
Participants learn how to lower or defer federal and
state income taxes, capital gains taxes, and estate
taxes. The seminar includes a multi-line analysis of the
1040 tax form in terms of both a tax strategy and
financial-planning perspective. Current pension law also
is reviewed to determine the best options for managing
retirement assets, including pensions, IRAs, and 401K
plans, to ensure desired distribution benefits and a
maximum transfer of wealth. Enrollment limited. This
seminar is part of the Personal Finance Series. Advance
enrollment highly recommended. Participants may
enroll at the door, space permitting; payment by credit
card only.
Reg# Z6916CA
Through Jan 15: $95 / After: $105
Westwood: 216 Extension Lindbrook Center

✷ Sat 9am-3pm, Feb 15, 1 mtg
David R. Bergmann, BS, CFP
®
, EA, CLU, ChFC, Man-
aging Principal, The David R. Bergmann Group
Personal Finance Series
833.818 Management 1.8 CEU
Includes course materials.
Advance enrollment is highly recommended. Single
admission at the door, space permitting; payment by
credit card only. For more information see page 31.
Reg# Z6922CA
Through Dec 25: $195 / After: $209
Westwood: 216 Extension Lindbrook Center

✷ Sat 9am-3pm, Jan 25; Feb 15; Mar 22, 3 mtgs
Online Courses
For technical requirements see page 4.
EE
Federal Income Taxation
m
X 127 Management 4 units c
39.5 hours of MCLE credit available.
Prerequisite: X 1A and X 1B Principles of Accounting,
or consent of instructor. Core course in the Taxation
Certificate. Required course in the Accounting Certifi-
cate. Enrollment limited. For more information see
page 53.
&
Reg# Z6223CA
Through Dec 8: $555 / After: $605
Jan 8-Mar 26
Wendy Walston Achilles, PhD, CPA
Reg# Z6224CA
Through Dec 8: $555 / After: $605
Jan 8-Mar 26
Dana N. Leland, PhD
EE
International Taxation
m
X 427.121 Management 4 units
This course is for accounting, tax, and finance profes-
sionals; 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 entities conducting
transactions outside the U.S. as well as foreign individu-
als and entities conducting transactions in the U.S.
Topics include the distinction between U.S.- and for-
eign-source income: taxation of U.S.-controlled foreign
corporations, international tax treaties, taxation of
cross-border acquisitions, the foreign tax credit, and
transfer pricing. Students leave the course with an
understanding on how U.S. tax law applies to interna-
tional transactions and how to identify the key interna-
tional tax issues that must be addressed. Students also
learn the general concepts and policies that compose
the international elements of the U.S. tax code. For
technical requirements see page 4. Prerequisite: X 127
Federal Income Taxation, equivalent experience, or
consent of instructor. Required course in the Taxation
Certificate. Enrollment limited.
&
Reg# Z6225CA
Through Dec 8: $555 / After: $605
Jan 8-Mar 19
Steve Rubens, JD, MBA
EE
Taxation of Corporations
and Shareholders
m
X 427.8 Management 4 units
34 hours of MCLE credit available.
Prerequisite: X 127 Federal Income Taxation, equivalent
experience, or consent of instructor. Required course in
the Taxation Certificate Business-Related Elective in the
Accounting Certificate Enrollment limited. For more
information see page 53.
&
Reg# Z6226CA
Through Dec 15: $555 / After: $605
Jan 15-Mar 26
Mark S. Hoose, Esq., Attorney at Law
EE
Estate Planning
m
X 439.3 Management 4 units
34 hours of MCLE credit available, including 1 hour of
Legal Ethics and 0.5 hour of Elimination of Bias. 36
hours of California Department of Insurance continuing
education credit available.
Required course in the Certificate in Personal Financial
Planning. Core course in the Certificate in Taxation.
Enrollment limited. For more information see
page 46.
&
Reg# Z6147CA
Through Dec 8: $555 / After: $605
Jan 8-Mar 19
Walter C. Whitaker, JD, MBA, LA Elder Law
Course Icons
Provide
Information
At‑a‑Glance
m
Online course.
&
Textbook required
C
UC credit; may be
transferable to other
colleges and universities.
M
Meets during daytime hours.
E
Credit course may not be
taken passed/not passed.
Certificate study at UCLA Extension offers
many advantages.

Study full-time in a professional certificate
program (see eligible programs indicated by
[

] on page 143 and this page; online
programs are not eligible).

Participate in internships through some programs

Learn from industry experts in Los Angeles

Enjoy a rich multicultural exchange with
fellow students

Explore certificate-related job opportunities
after completing a program while maintaining
F-1 status

Return home with knowledge and experience
from the classroom and workplace
UCLA Extension is authorized under federal
law to enroll nonimmigrant students.
For more information about immigration regu-
lations, academic requirements, orientation
programs, practical training, health insurance,
and housing resources, contact:
International Student Office
UCLA Extension
10995 Le Conte Avenue, Suite 113
Los Angeles, CA 90024-1333
Phone (310) 825-9351
Fax (310) 267-2088
Email iso@uclaextension.edu
Visit uclaextension.edu/intc
Attention
International Students
Discover the Benefits of Learning
with UCLA Extension
B1/B2 Visa Holders
Under U.S. “visitor” or “tourist” regulations, a B1/B2 visa is not granted for the purpose of coming
to the U.S. to enroll in a course of study and be a full-time student. In defined circumstances, a
B1/B2 visa holder may be able to take individual courses that are incidental to the purpose of the
visit. For more information contact the International Student Office.
If you work downtown, you don’t have to go far. UCLA
Extension has great courses at Figueroa Courtyard, near the
Bonaventure Hotel.
Located at 261 S. Figueroa Street, our downtown
Los Angeles center offers:

Easy access to public transportation

A diverse range of courses and professional certificates

Evening and weekend classes
Invest in your career without the crosstown commute to Westwood.
For this quarter’s courses see the inside back cover of this catalog
or visit uclaextension.edu/downtown.
You’re Downtown.
We’re Downtown