BUSINESS, MANAGEMENT & LEGAL PROGRAMS

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1 Enroll at uclaextension.edu or call (800) Business, Management & Legal Programs 19 BUSINESS, MANAGEMENT & LEGAL PROGRAMS 20 Accounting & Internal Audit 26 Business Economics, Math & Statistics 28 Business Ethics 28 Business Sustainability 29 Communication Skills 31 Credit Analysis & Management 32 Entrepreneurship 33 Small Business Management & Technology 34 Finance & Investments 38 Financial Literacy 38 Fundraising & Nonprofit Management 40 Emergency Management & Homeland Security 40 Human Resources Management & Organizational Development 44 International Trade & Commerce 46 Leadership & Management 47 Legal Programs 49 Marketing & Advertising 52 Personal Financial Planning 54 Public Relations 56 Real Estate 59 Restaurant Management 61 Wine Education & Management 61 Taxation Are You Completing Your Certificate? To take part in Extension s 2016 Graduation Ceremony in June, you must be officially enrolled in your desired certificate by February 13, 2016 and have completed your program between Fall 2015 and Summer If you meet the above criteria, log in to My Extension and click on Certificate Completion/ Graduation to declare your completion and save your spot for graduation. Knowledge. Connections. Growth. Business, Management, and Legal Programs offers more than 350 courses, conferences, and seminars annually and is home to more than 50 professional certificates designed for working professionals and recent college grads who are seeking professional development in the dynamic world of business. Through our commitment to academic excellence, professionals can acquire the skills and knowledge they need to face a world of competition and continual change. We offer onsite and online courses that are designed to meet the needs of today s adult learners and accommodate their busy lifestyles. 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 certifications 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 is also offered online. Many of our courses may be applied for continuing education credit, including relicensure credit for CPAs (CPE) and attorneys (MCLE); recertification credit for human resources professionals; as well as continuing education credit for insurance licensees, CFP pro fessionals, and real estate profes sionals (OREA). Conferences Conferences currently are offered in the fields of taxation and the restaurant industry, and feature lectures and panel discussions by industry leaders. These one-day events are scheduled at major hotels, on the UCLA Campus, and other off-site locations throughout Los Angeles. Certificates Certificates are designed to provide the tools and resources for competing in the current and future business 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 completed in nine months to five years, depending on the student s progress and the number of courses taken each quarter. Students interested in enrolling in or learning more about a certificate may set up an appointment with a student advisor. For admissions and application information for business and management certificates, visit uclaextension.edu/bmlp. Custom-Designed and On-Site Programs Courses can be custom-designed to meet an organization s specific training needs and delivered directly on-site, here in Los Angeles, or anywhere in the world. For more information call (310) Internships Internships are available to students who are enrolled in and have completed a minimum of five courses in select certificates. For more information see page 29. Instructors UCLA Extension instructors are industry experts, leaders, and professionals from both corporate and educational communities who have extensive hands-on, practical experience as well as educational credentials. If you re interested in becoming an instructor, call (310) for more information and an application.

2 20 Business, Management & Legal Programs Enroll at uclaextension.edu or call (800) Join Us at Our Free Events Paralegal Training Program (PTP) Information Session Saturday, Dec 12, 10am-12pm Downtown Los Angeles: UCLA Extension DTLA Enroll by using Reg # CA For more information call (310) or paralegal@uclaextension.edu PFP Accelerated Online Information Session Wednesday, Jan 13 Enroll by using Reg# CA For more information call (310) or jcaruso@uclaextension.edu CIA/Internal Audit Certificate Online Information Session Thursday, Dec 3 Enroll by using Reg# CA For more information call (310) or jcaruso@uclaextension.edu Daytime Accelerated Courses Ideal for students who have limited time and want to challenge themselves, the Department of Business, Management, and Legal Programs now offers courses in an intensive daytime, accelerated format. Classes are held between 9am 5pm and will be completed in six 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 46. Course Icons Provide Information At-a-Glance Social Media Marketing Page 50. Marketing Principles and Practices Page 49. Integrated Marketing Communications Page 49. Global Business Skills: Planning and Negotiating Strategies Page 50. Brand Management Page 49. uclaextension.edu/generalbusiness m Online course & Textbook required M Meets during daytime hours e Credit course may not be taken passed/not passed Accounting & Internal Audit For more information call (310) or tcanton@uclaextension.edu. Students who plan to become accountants in public accounting or private industry and who are preparing for the CPA examination are advised to enroll in the Accounting 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. 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. Students 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. EEPrinciples 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, analyzing, 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 planning to enroll in the Accounting, Finance, or Taxation Certificates. Required course in the Business Fundamentals and Business Administration Certificates. Text: Accounting Principles (12th ed.) by Weygandt, Kieso, and Kimmel (John Wiley & Sons, Inc.). Internet access required to retrieve course materials. & Reg# CA Through Dec 5: $559 / After: $615 UCLA: 2250 School of Public Affairs Bldg. Leon Garman, MS, recipient, UCLA Extension Distinguished Instructor Award, Reg# CA Through Dec 6: $559 / After: $615 Downtown Los Angeles: 107B UCLA Extension DTLA, 261 S. Figueroa St. Wed 6:30-9:30pm,, 12 mtgs Gregory K. Arnsdorf, BS, BA, CPA Reg# CA Through Dec 9: $559 / After: $615 Westwood: 215 Extension Lindbrook Center Sat 8:30am-4:30pm, Jan 9-Feb 6, 5 mtgs Accelerated section: Read chapters 1-3 before the first class. Mark E. Frohnauer, CPA, MBA, owner, Frohnauer & Associates. EEPrinciples of Accounting X 1B Management 4 units c The second in a two-course Principles of Accounting sequence, this course covers corporations, analysis and interpretation of financial statements, and statements of cash flows, as well as examining accounting for operations 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 Certificates. Required course in the Business Fundamentals and Business Administration Certificates. Text: Accounting Principles (12th edition) by Weygandt, Kieso, and Kimmel (John Wiley & Sons, Inc.). & Reg# CA Through Dec 4: $559 / After: $615 Downtown Los Angeles: 101B UCLA Extension DTLA, 261 S. Figueroa St. Mon 6:30-9:30pm, Jan 4-Mar 21, 12 mtgs (no mtg 1/18 & 2/15; 2 mtgs to be arranged) Reg# CA Through Dec 6: $559 / After: $615 UCLA: 2319 School of Public Affairs Bldg. Wed 6:30-9:30pm,, 12 mtgs Philippe Masbanji, BS, CPA Reg# CA Through Jan 20: $559 / After: $615 Westwood: 215 Extension Lindbrook Center Sat 8:30am-4:30pm, Feb 20-Mar 19, 5 mtgs Accelerated Section: Read chapters before the first class. Mark E. Frohnauer, CPA, MBA, owner, Frohnauer & Associates. EEIntermediate Accounting Theory and Practice X 120A Management 4 units c This is the first part in the three-course Intermediate Accounting sequence and covers the interpretation, use, processing, and presentation of accounting information and the preparation of principal accounting statements. Topics include an overview of the conceptual 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# CA Through Dec 5: $559 / After: $615 Downtown Los Angeles: 106 UCLA Extension DTLA, 261 S. Figueroa St. Kendall L. Simmonds, MBA Reg# CA Through Dec 7: $559 / After: $615 UCLA: 1434A Physics & Astronomy Bldg. Thu 6:30-9:30pm, Jan 7-Mar 24, 12 mtgs Anthony A. Hurwitz, CPA, MBA, Associate, PAR Commercial Brokerage, Inc. EEIntermediate Accounting Theory and Practice X 120B Management 4 units c This course is the second in a three-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# CA Through Dec 6: $559 / After: $615 UCLA: 1323 School of Public Affairs Wed 6:30-9:30pm,, 12 mtgs Gary L. Krausz, MAcc, CPA, Accounting Manager, Gursey, Schneider & Co. LLP. Reg# CA Through Dec 7: $559 / After: $615 Downtown Los Angeles: 106 UCLA Extension DTLA, 261 S. Figueroa St. Thu 6:30-9:30pm, Jan 7-Mar 24, 12 mtgs Kendall L. Simmonds, MBA

3 Enroll at uclaextension.edu or call (800) Business, Management & Legal Programs 21 EEIntermediate 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# CA Through Dec 5: $559 / After: $615 Downtown Los Angeles: 107B UCLA Extension DTLA, 261 S. Figueroa St. Reg# CA Through Dec 7: $559 / After: $615 UCLA: 2434 Physics & Astronomy Bldg. Thu 6:30-9:30pm, Jan 7-Mar 24, 12 mtgs Terrence A. Lucero, MS, Terrence A. Lucero, CPA, A Professional Corporation. EEAdvanced Accounting Theory and Practice X 124A Management 4 units c This course examines intercompany transactions, partially 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 X 422 Management Accounting, or consent of instructor. Required course in the Accounting Certificate. & Reg# CA Through Dec 7: $559 / After: $615 Downtown Los Angeles: 107 UCLA Extension DTLA, 261 S. Figueroa St. Thu 6:30-9:30pm, Jan 7-Mar 24, 12 mtgs Sam E. Boutari, MSc, PhD, Consultant, UCLA Extension Distinguished Instructor Award. EEAdvanced 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 translation of accounts of foreign subsidiaries and branches, are also covered. Prerequisite: X 124A Advanced Accounting Theory and Practice or consent of instructor. Required course in the Accounting Certificate. & Reg# CA Through Dec 4: $559 / After: $615 UCLA: 2434 Physics & Astronomy Bldg. Mon 6:30-9:30pm, Jan 4-Mar 21, 12 mtgs (no mtg 1/18 & 2/15; 2 mtgs to be arranged) Sam E. Boutari, MSc, PhD, Consultant, UCLA Extension Distinguished Instructor Award. EEFederal 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 61. & Reg# CA Through Dec 6: $635 / After: $695 UCLA: 175 Dodd Hall Wed 6:30-9:30pm,, 14 mtgs (2 mtgs to be arranged) Morton D. Rosenthal, JD, attorney. EEManagement Accounting X 422 Management 4 units Formerly numbered XL 122. This course covers the nature, objectives, and procedures of cost accounting and control. Topics include job costing and process costing, joint product costing, standard costs, theories of cost allocation and absorption, uses of cost accounting data for management decision making, accounting for manufacturing overhead, 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 Accounting Required course in the Accounting Certificate. & Reg# CA Through Dec 5: $559 / After: $615 UCLA: 2434 Physics & Astronomy Bldg. Sam E. Boutari, MSc, PhD, Consultant, UCLA Extension Distinguished Instructor Award. EEFinancial Auditing X 423 Management 4 units 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, sampling 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# CA Through Dec 5: $559 / After: $615 Downtown Los Angeles: 107 UCLA Extension DTLA, 261 S. Figueroa St. Reg# CA Through Dec 9: $559 / After: $615 Westwood: 131 Extension Gayley Center, Sat 8:30am-12:30pm, Jan 9-Mar 5, 9 mtgs EEInternal Auditing X 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 students; 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 controls; 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 management 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# CA Through Dec 6: $559 / After: $615 UCLA: 2434 Physics & Astronomy Bldg. Wed 6:30-9:30pm,, 12 mtgs Sam E. Boutari, MSc, PhD, Consultant, UCLA Extension Distinguished Instructor Award. 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 flexibility 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. Group A: Nine Required Accounting Courses All students must complete all nine 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 X 422 Management Accounting X 124A Advanced Accounting Theory and Practice X 124B Advanced Accounting Theory and Practice X 127 Federal Income Taxation X 423 Financial Auditing X Internal Auditing Ethics Requirement X 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 businessrelated 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/acctg for a complete list of suggested Group B business-related electives. (310) ucalextension.edu/accounting 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. uclaextension.edu/bamcert 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) or or dca.ca.gov/cba. Candidates outside of California should check for specific rules that apply to each state or jurisdiction at nasba.org. Becker CPA Review This comprehensive review program prepares students for all parts of the CPA Examination. For more information, including a complete course schedule and enrollment restrictions, see page 25. For more information about the Becker CPA Review visit BeckerCPA.com.

4 22 Business, Management & Legal Programs Enroll at uclaextension.edu or call (800) Saturday Accounting Courses in Westwood Beat the evening weekday traffic by attending one of our Saturday courses here in Westwood. Offered This Quarter X 1A Principles of Accounting (Accelerated course) Page 20. X 1B Principles of Accounting (Accelerated course) Page 20. EEInternship in Accounting X Management 4 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 sponsoring companies for a minimum of 120 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) to confirm eligibility. Restricted course; Web enrollments automatically generate a Permission to Enroll request, after which our advisor will contact you. Restricted to students enrolled in the Accounting Certificate or Internal Audit Certificate and who have completed a minimum of five courses in their program. Visitors not permitted. Reg# CA Fee: $615 Philippe Masbanji, BS, CPA EEEthics in Accounting X 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. Prerequisite: X 1A and X 1B Principles of Accounting and X 127 Federal Income Taxation or consent of instructor. Required course in the Accounting Certificate. Enrollment limited to 30 students. & Reg# CA Through Dec 5: $559 / After: $615 UCLA: 1749 Physics & Astronomy Bldg. Steven L. Jager, BA, MS, Taxation, CPA, Principal, Steven L. Jager, CPA, An Accountancy Corporation. kkk X 423 Financial Auditing Page 21. uclaextension.edu/accounting Reg# CA Through Dec 6: $559 / After: $615 El Camino College: Location to be announced Wed 6:30-9:30pm,, 12 mtgs EEInformation Technology (IT) Auditing X 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 controls, 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 Internal Auditing or consent of instructor. Required course in the Internal Audit Certificate. Reg# CA Through Dec 7: $559 / After: $615 UCLA: 1337 School of Public Affairs Bldg. Thu 6:30-9:30pm, Jan 7-Mar 24, 12 mtgs Jerald M. Savin, BA, CPA, CEO, Cambridge Technology Consulting Group. Mark Ruppert, BS, Director, Internal Audit, Cedars- Sinai Medical Center. EEOrganizational Governance and Ethics X Management 4 units In today s global business environment, with volatile worldwide capital markets and eroded investor confidence in corporate accountability, the demand for effective corporate governance and ethical conduct in ensuring reliable financial information is higher than before. This course introduces students to aspects of good organizational governance principles and frameworks, key concepts of proper ethical behavior as well as the role internal auditors should undertake in supporting their organizations. The course is intended to develop an awareness and understanding of the main themes, perspectives, frameworks, concepts, and issues pertaining to corporate governance and business ethics from historical, global, institutional, commercial, best practices, and regulatory perspectives. Required course in the Internal Audit Certificate. & Reg# CA Through Dec 5: $559 / After: $615 UCLA: 2238 School of Public Affairs Bldg. EETaxation of Property Transactions X Management 4 units This course is designed for attorneys, taxation professionals, 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 transfer of property. Students are provided with a detailed analysis of the federal income tax consequences resulting 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 likekind exchanges and involuntary conversions. Prerequisite: X 127 Federal Income Taxation, equivalent experience, or consent of instructor. & Reg# CA Through Dec 5: $559 / After: $615 UCLA: 1234 School of Public Affairs Bldg. David S. Krantz, JD, Attorney at Law. EEAccounting 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 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. Internet access required to retrieve course materials. & Reg# CA Through Dec 6: $559 / After: $615 UCLA: 1278 School of Public Affairs Bldg. Wed 6:30-9:30pm,, 12 mtgs Nidal B. Ramadan, CPA, MBA, Internal Revenue Agent. Seminars NEW SEMINAR Excel for Bookkeeping Management 1.4 CEU Includes course materials. This two-session seminar provides an overview of the design and use of Excel spreadsheets that can be tailored to keeping track of primary bookkeeping tasks. An overview of key functionalities are reviewed, including recording cash receipts and disbursements, monthly bank reconciliations, and creating templates for financial statements, i.e. balance sheet, profit and loss statement, and statement of cash flow. Building templates for accounts payable, receivable, investments, property, inventory, salaries are also reviewed. The course finishes with an overview of macros and formulas that can take your bookkeeping to the next level, as well as report building, Excel charts, and preparing documents for stakeholders and other reviewers. Prerequisite: Primary knowledge and experience using Excel. Enrollment limited. Advance enrollment is highly recommended. Single admission at the door, space permitting; payment by credit card only. Reg# CA Through Dec 30: $225 / After: $245 Westwood: 219 UCLA Extension Bldg. Sat 8:30am-4:30pm, Jan 30-Feb 6, 2 mtgs Excel Modeling Tips and Techniques for Improved Productivity: Intermediate Management 0.8 CEU Includes course materials. Enrollment limited. Advance enrollment is highly recommended. Single admission at the door, space permitting; payment by credit card only. For more information see page 35. Reg# CA Through Jan 20: $159 / After: $175 Westwood: 216 Extension Lindbrook Center Sat 8:30am-4:30pm, Feb 20, 1 mtg Eric W. Augusta, MBA, Senior Financial Executive, Vice President, Financial Planning and Analysis, E. W. Augusta & Associates. Online Courses For technical requirements see page 4. EEPrinciples 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. Midterm and final exams are proctored online; additional requirements include microphone, headphones/ speakers, and webcam. For more information see page 20. & Reg# CA Jan 6-Feb 10 Accelerated Section: Read chapters 1-3 before the first class. Reg# CA David B. Harmon, MBA, CPA, CIA, CFE, CCSA Reg# CA EEPrinciples of Accounting m X 1B Management 4 units c Prerequisite: X 1A Principles of Accounting or consent of instructor. 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. Midterm and final exams are proctored online; additional requirements include microphone, headphones/speakers, and webcam. For more information see page 20. & Reg# CA Kurt M. Hull, MBA, CPA, consultant. Reg# CA Anne Rich, PhD, MBA, BB, CPA, CMA Reg# CA Through Jan 17: $625 / After: $685 Feb 17-Mar 23 Accelerated Section: Read chapters before the first class. Paul J. Prinster, BA, MBA, DBA, CFO, AST, Inc. EEIntermediate 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. Midterm and final exams are proctored online; additional requirements include microphone, headphones/speakers, and webcam. For more information see page 20. & Reg# CA David Reinus, MBA, CPA, owner, David Reinus, CPA. kkk

5 Enroll at uclaextension.edu or call (800) Business, Management & Legal Programs 23 Reg# CA Lee P. Krueger, MBA, Senior Finance Manager, Walt Disney World Co. Reg# CA Through Dec 13: $625 / After: $685 Kevin J. McFarlane, DBA, MBA, CFO, Academic Achievement Group LLC/Broomfield Education Group LLC. EEIntermediate Accounting Theory and Practice m X 120B Management 4 units c Prerequisite: X 120A Intermediate Accounting Theory and Practice. Required course in the Accounting Certificate. Enrollment limited. Mid-term and final exams are proctored online; additional requirements include microphone, headphones/speakers, and webcam. For more information see page 20. & Reg# CA Ming-Chun Lu, MBT, CPA, Senior Accountant, Northrop Grumman. Reg# CA Shad Luedke, CPA, CMA, Manager, Financial Reporting, Standard Insurance Company. Reg# CA Through Dec 13: $625 / After: $685 Jay E. Wright, MA, CPA, CFE, MS EEIntermediate 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. Midterm and final exams are proctored online; additional requirements include microphone, headphones/speakers, and webcam. For more information see page 21. & Reg# CA Deidra Renee Duncan, MBA, CPA Reg# CA Deidra Renee Duncan, MBA, CPA Reg# CA Through Dec 13: $625 / After: $685 Brenda Forde, MBA, CPA EEAdvanced Accounting Theory and Practice m X 124A Management 4 units c Prerequisite: X 120A, B, and C Intermediate Accounting Theory and Practice and X 422 Management Accounting, or consent of instructor. Required course in the Accounting Certificate. Enrollment limited. Midterm and final exams are proctored online; additional requirements include microphone, headphones/speakers, and webcam. For more information see page 21. & Reg# CA Larry B. Wolod, CPA, JD, LLM Reg# CA Kevin J. McFarlane, DBA, MBA, CFO, Academic Achievement Group LLC/Broomfield Education Group LLC. EEAdvanced 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. Midterm and final exams are proctored online; additional requirements include microphone, headphones/speakers, and webcam. For more information see page 21. & Reg# CA Larry B. Wolod, CPA, JD, LLM Reg# CA Through Dec 13: $625 / After: $685 Wendy Walston Achilles, PhD, CPA EEAccounting Using QuickBooks m X Management 4 units This course provides instruction on the objectives covered for the QuickBooks Certified User exam, covering both introductory and advanced aspects for using the program. Ideal for business owners, office managers and bookkeepers, participants learn hands-on how to expertly navigate through QuickBooks using a combination of menu items, icons, and keyboard shortcuts. Participants have the opportunity to perform a number of day-to-day business transactions as well as view the reports that are available. This course also covers more advanced QuickBooks topics, including how to export existing items chart of accounts lists; how to use QuickBooks in multi-user mode; how to export reports to Excel; workflow of the purchasing cycle in QuickBooks; setting up payroll and how to run a payroll cycle. Basic knowledge of bookkeeping is recommended and experience using QuickBooks is also helpful. For technical requirements see page 4. & Reg# CA Through Dec 13: $615 / After: $685 Crystalynn Shelton, BA, CPA, President, Savvy Software; Certified QuickBooks Pro advisor. EEAccounting and Enterprise Business Systems m X Management 4 units This course covers the features and functions of Enterprise Business Software, often referred to as ERP Systems or Automated Accounting packages. The course covers the basic structure of these packages, order-to-cash 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. For technical requirements see page 4. Prerequisite: X 1A and X 1B Principles of Accounting, or consent of instructor. Enrollment limited. & Reg# CA Vishal Munsif, PhD c UC credit m Online course e Not available passed/not passed & Text required M Course held during daytime hours Internal Audit Certificate 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. Required Core Courses: X Internal Auditing X 423 Financial Auditing X Organizational Governance and Ethics X Forensic Accounting X Information Technology (IT) Auditing X Internal Auditing Capstone Elective Courses: (Any 3 from the following) X 422 Management Accounting X 190 Management Theory, Policy, and Process X Financial Controls of Operations X 130A Basic Managerial Finance X Internship in Accounting AC CIA Exam Review (3 sections) (may count for up to 2 electives) (310) uclaextension.edu/accounting 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. CIA Certification The Certified Internal Auditor is the only globally accepted designation 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) , or visit theiia.org. CIA Review Program Offered in collaboration with the Institute of Internal Auditors (IIA ), this review prepares students for the CIA exam and is taught by experienced instructors using The IIA CIA Learning System materials. Attend the FREE Online Information Session on Dec 3! Page 20.

6 24 Business, Management & Legal Programs Enroll at uclaextension.edu or call (800) Prepare for Accounting Licensing Exams CMA Exam Review 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 26. CIA Exam Review Offered in partnership with the Institute of Internal Auditors (IIA ), the CIA Exam Review fully prepares students for the CIA certification examination. Page 26. Becker CPA Review Prepare for the CPA examination. Accounting concepts, theories, and procedures are intensely reviewed, and you learn exam-taking techniques applicable for the CPA Exam. Page 25. uclaextension.edu/accounting (310) 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. uclaextension.edu/accounting Now Online Accounting Using QuickBooks (Online) This course provides instruction on the objectives covered in the QuickBooks Certified User exam, covering both introductory and advanced aspects of using the program. Ideal for business owners, office managers, and bookkeepers, participants learn hands-on how to expertly navigate QuickBooks. They ll also have the opportunity to perform a number of day-to-day business transactions and view the reports that are available. Page 23. jcaruso@uclaextension.edu (310) NEW COURSE Certified Bookkeeper Exam Review (Hybrid) Management 7.2 CEU Endorsed by the American Institute of Professional Bookkeepers (AIPB), this instructor-led course provides the knowledge and skills needed to become a Certified Bookkeeper. The 12-week course covers all four parts of the National Certified Bookkeeper Exam: Part 1 Adjustments and Error Correction; Part 2 Payroll and Depreciation; Part 3 Inventory Recommended; and Part 4 Internal Controls and Fraud Prevention. Instruction includes AIPB workbooks, in-class exercises and homework problems, and a quiz testbank for each section of each workbook. This course was created to prepare experienced bookkeepers for the certification exam, with students sitting for Exams Part 1 and Part 2 at any Prometric Test Center. Exams for Part 3 and Part 4 are conducted in-class. For technical requirements see page 4. Prerequisite: On-the-job bookkeeping experience or a solid academic background in double-entry bookkeeping. Testing fees are included in the course fee. Online sessions run from 6-8 pm on scheduled dates. Reg# CA Through Dec 6: $905 / After: $995 Online sessions: 6pm-8pm Classroom meetings: Westwood: 213 UCLA Extension Bldg. Sat 8:30am-3:30pm, Jan 9-Mar 26, 22 mtgs (no mtg 1/30 & 2/27) No refund after Jan 19. Crystalynn Shelton, BA, CPA, President, Savvy Software; Certified QuickBooks Pro advisor. EEFederal 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 Certificate. Enrollment limited. Mid-term and final exams are proctored online; additional requirements include microphone, headphones/speakers, and webcam. For more information see page 61. & Reg# CA Dana N. Leland, PhD Reg# CA Wendy Walston Achilles, PhD, CPA EEPayroll Tax and Accounting m X Management 4 units This course provides a fundamental introduction to the complexities and responsibilities of payroll tax laws, forms, and accounting and is targeted to those who employ others, are responsible for complying with the various tax laws, or work in a payroll department. The course extends beyond learning the traditional payroll tax forms and is intended for employers and accountants who have multinational payroll responsibilities as well as for those who are preparing for the Certified Payroll Professional (CPP) Examination. After completion, students should have the skills to set up a rudimentary payroll tax system for a small office or business, as well as setting up and/or operating a payroll system within a larger corporation. The deposit requirements, penalties, and how these forms are to be used and filed are covered in addition to some exposure to tax treaties. Lectures include the use of workbook examples and the completion of tax forms required by the taxing authorities. & Reg# CA Through Dec 13: $625 / After: $685 Enrollment deadline: Jan 17 EEManagement Accounting m X 422 Management 4 units Formerly numbered XL 122. Prerequisite: X 1B Principles of Accounting Required course in the Accounting Certificate. Enrollment limited. For more information see page 21. Reg# CA Justin Goss, CPA, MSA Reg# CA Chee-Sum Tan, MBA, FCCA, CPA, CFA, ABV, Controller/ Accounting Manager, Union Bank of California. EEFinancial Auditing m X 423 Management 4 units 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 21. & Reg# CA Kurt M. Hull, MBA, CPA, consultant. Reg# CA Maria Hernandez-Alamin, BA, CPA, CIA Reg# CA Rosalyn Wong, CPA, CIA, Financial Manager, City of Los Angeles. EEInternal Auditing m X 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 21. & Reg# CA Jim Tiao, BA, MBA, CIA, CISA Reg# CA Through Dec 13: $625 / After: $685 Ahmed Abo-Hebeish, MBA, CPA, Consultant, Hebeish Management Services. EENonprofit Accounting m X Management 4 units Nonprofit organizations represent one of the fastestgrowing sectors of our economy. This fact makes it increasingly important for auditors, managers, and CPAs in public, private, and nonprofit firms to understand 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 nonprofit 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 accounting 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# CA Through Dec 13: $625 / After: $685 Rebecca M. Evans, MSBE, BS

7 Enroll at uclaextension.edu or call (800) Business, Management & Legal Programs 25 EEInternational Accounting m X 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 organizations. 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 accounting issues that are encountered in international business operations. For technical requirements see page 4. Prerequisite: X 1A and X 1B Principles of Accounting, or consent of instructor. Business-related elective in the Accounting Certificate. Enrollment limited. & Reg# CA Lee P. Krueger, MBA, Senior Finance Manager, Walt Disney World Co. EEForensic Accounting m X Management 4 units This course is an introduction to the exciting field of forensic accounting and the role it plays in both preventing fraud from occurring and discovering fraud after it has occurred. Students are introduced to many opportunities in the field of accounting and fraud detection in the private sector, public accounting, and government. 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 requirements see page 4. Prerequisite: X 423 Auditing: Financial and X Internal Auditing or consent of instructor. Required course in the Internal Audit Certificate. Elective in the Accounting Certificate. Enrollment limited. & Reg# CA Through Dec 13: $625 / After: $685 Daniel Ryan, MSA, BSBA, District Director, U.S. Department of Treasury, Alcohol and Tobacco Tax and Trade Bureau. EEEthics in Accounting m X Management 4 units Prerequisite: X 1A and X 1B Principles of Accounting and X 127 Federal Income Taxation or consent of instructor. Required course in the Accounting Certificate. Enrollment limited. For more information see page 22. & Reg# CA David Reinus, MBA, CPA, owner, David Reinus, CPA. Reg# CA Deborah C. Watson, BA, CPA Reg# CA Through Dec 13: $625 / After: $685 Dale E. Wallis, MS EEIntegrating Sustainability into Financial Reporting m X Management 4 units Company financial statements are going green. Understanding 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 accounting 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 sustainability 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 framework for reporting and measuring sustainability activity that can be used to benchmark organizational performance and help build future initiatives. For technical requirements see page 4. Elective course in Sustainability Certificate. Enrollment limited. & Reg# CA Jess Stern, CPA, LLC Becker CPA Review For more information call (310) or jcaruso@uclaextension.edu. Enrollment in the Becker CPA Review through UCLA Extension is restricted to certificate students who currently are enrolled in the Accounting Certificate and who have completed a minimum of five courses, or who have completed the certificate program. Students who do not qualify for enrollment through Extension should contact Becker at (800) or becker.com. The $2,793 discounted fee for Accounting Certificate students covers enrollment in all four parts of the Becker Review and also course materials, which are shipped directly to students. Once enrolled in the first part, Extension students are automatically enrolled, without an additional fee, in the three subsequent Saturday or weekday Extension parts, depending on which pattern (Saturday or weekday), and location (UCLA or Downtown Los Angeles), they choose. Visit becker.com for complete course schedules. 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 Attestation, 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) for permission to enroll. Web enrollments automatically generate a Permission to Enroll request. & Reg# CA Fee: $2,793 UCLA: A25 Haines Hall Sat 8am-5pm, Jan 9-Feb 6, 5 mtgs Enhance Your Career as a Certified Bookkeeper Certified Bookkeepers are to bookkeeping what CPAs are to accounting: the elite of the profession. Becoming a Certified Bookkeeper can increase your earning potential, enhance your professional status, and give you a decisive edge in any job market. Ideal for office managers and early-stage bookkeepers, our hands-on curriculum covers the primary aspects of bookkeeping, with an emphasis on preparing students for advancement through industry certifications and learning the latest technology and analytical tools. Offered This Quarter New Course Certified Bookkeeper Exam Review (Hybrid) Page 24. X Accounting Using QuickBooks m Page 23. X Payroll Tax and Accounting m Page 24. uclaextension.edu/bookkeeping 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 standards 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. Enrollment limited; advance enrollment required. Restricted course; call (310) for permission to enroll. Web enrollments automatically generate a Permission to Enroll request. & Reg# CA Fee: $2,793 UCLA: A25 Haines Hall Sat 8am-5pm, Mar 5-19, 3 mtgs New Course Excel for Bookkeeping Page 22. 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 business structures; economic concepts essential to obtaining an understanding of an entity s operations, business and industry; information technology; and planning and measurement (cost accounting). 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 828.4E Regulations) of the Becker CPA Review program. Enrollment limited; advance enrollment required. Restricted course; call (310) for permission to enroll. Web enrollments automatically generate a Permission to Enroll request. & Reg# CA Fee: $2,793 Downtown Los Angeles: 105 UCLA Extension DTLA, 261 S. Figueroa St. Mon & Wed 6-10pm, Feb 24-Mar 9, 5 mtgs Reg# CA Fee: $2,793 UCLA: A25 Haines Hall Mon & Wed 6-10pm, Feb 24-Mar 9, 5 mtgs c UC credit m Online course e Not available passed/not passed & Text required M Course held during daytime hours

8 26 Business, Management & Legal Programs Enroll at uclaextension.edu or call (800) 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 enrollment required. Visitors not permitted. Restricted course; call (310) for permission to enroll. Web enrollments automatically generate a Permission to Enroll request. & Reg# CA Fee: $2,793 UCLA: A25 Haines Hall Mon & Wed 6-10pm, Jan 6-Feb 1, 7 mtgs (no mtg 1/18) Reg# CA Fee: $2,793 Downtown Los Angeles: 105 UCLA Extension DTLA, 261 S. Figueroa St. Mon & Wed 6-10pm, Jan 6-Feb 1, 7 mtgs (no mtg 1/18) CIA Exam Review For more information call (310) or jcaruso@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 materials, in both printed and e-reader formats, and interactive online tests and study tools that prepare internal auditors to pass the CIA exam. The CIA Learning System course materials are included the course fee. Online Courses For technical requirements see page 4. CIA Exam Review Part 1: Internal Auditing Basics m A 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 concepts; 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 flexible training to CIA candidates worldwide. Enrollment limited. CIA Learning System course materials are included and will be shipped to the address provided. & Reg# CA Through Dec 11: $559 / After: $615 Jan 11-Feb 15 Lyndon S. Remias, CPA, CIA CIA Exam Review Part 2: Internal Audit Practice m B 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 included and will be shipped to the address provided. & Reg# CA Through Jan 29: $559 / After: $615 Feb 29-Apr 4 Lyndon S. Remias, CPA, CIA CMA Review For more information call (310) or jcaruso@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 I & II in any order and must complete the first exam within 12 months of entering the CMA program. Both exams must be completed within three years. Course discounts are available to UCLA Extension s Accounting or Finance Certificate students, IMA members, and employers who enroll three or more employees in the program. CMA Exam Review Part I: Financial Reporting, Planning, Performance, and Control Management 3.6 CEU This 12-week, instructor-led review course provides a comprehensive overview to assist in preparation for Part I of the Certified Management Accountant (CMA) Exam. Part I covers external financial reporting decisions; planning, budgeting, and forecasting; performance measurements; cost management; and internal controls. Instruction uses the IMA s Wiley CMA Learning System, which includes textbooks with sample practice tests that include retired CMA exam questions and answers. The CMA Exam Review Part I is NOT a prerequisite to the CMA Exam Review Part II. They may be taken concurrently. Course materials are not included and must be purchased separately. & Reg# CA Through Dec 28: $795 / After: $875 UCLA: 2232 School of Public Affairs Bldg. Thu 6:30-9:30pm, Jan 28-Apr 14, 12 mtgs Fred R. Kuhns, CMA, MBA, Principal, FRK Consulting. CMA Exam Review Part II: Financial Decision Making Management 3.6 CEU This 12-week, instructor-led review course provides a comprehensive overview to assist in preparation 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 professional ethics. Instruction uses the IMA s Wiley CMA Learning System, which includes textbooks with sample practice test questions and responses, participant guide, and access to online practice tests with retired CMA exam questions and answers. Course materials are not included and must be purchased separately. & Reg# CA Through Dec 25: $795 / After: $875 UCLA: 161 Dodd Hall Mon 6:30-9:30pm, Jan 25-Apr 11, 12 mtgs (no mtg 2/15; 1 mtg to be arranged) Chee-Sum Tan, MBA, FCCA, CPA, CFA, ABV, Controller/ Accounting Manager, Union Bank of California. Business Economics Math & Statistics For more information jcaruso@uclaextension.edu. All X and X 400-level four-unit courses in this section can be applied toward the General Business Studies Certificate. Courses in this section are also recommended for pre- MBA students. EEBusiness 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 products. Topics include cost and production, allocation of resources through competition, forms of market competition, relation of size to efficiency, markets for productive 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# CA Through Dec 5: $559 / After: $615 UCLA: 1222 School of Public Affairs Bldg. Nguyen T. Quan, PhD, Golden State Water Company. EEMathematics for Management X 110 Management 4 units c This course provides a fundamental background for administrators in the public and private economic sectors, 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. Internet access required to retrieve course materials. & Reg# CA Through Dec 4: $599 / After: $659 UCLA: 2270 School of Public Affairs Bldg. Mon 6-9:55pm, Jan 4-Mar 21, 10 mtgs (no mtg 1/18 & 2/15) Bijan Raphael, MA, PhD Reg# CA Through Dec 7: $599 / After: $659 El Camino College: Location to be announced Thu 6:30-9:45pm, Jan 7-Mar 24, 12 mtgs EEBusiness Statistics X 115 Management 4 units c This course explores the elements of probability, probability distributions, estimation and confidence intervals, tests of significance and hypotheses, linear regression and correlation, time-series analysis, and principles of index numbers. Applications to the analysis and decision-making aspects of daily business problems also are covered. Prerequisite: X 110 Mathematics for Management or consent of instructor. Internet access required to retrieve course materials. & Reg# CA Through Dec 5: $599 / After: $659 UCLA: 2270 School of Public Affairs Bldg. Tue 6:30-9:55pm, Jan 5-Mar 22, 11 mtgs (no mtg 3/15) Bijan Raphael, MA, PhD EEBusiness 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. Internet access required to retrieve course materials. & Reg# CA Through Dec 6: $559 / After: $615 UCLA: 2270 School of Public Affairs Bldg. Wed 6:30-9:30pm,, 12 mtgs Bijan Raphael, MA, PhD Online Courses For technical requirements see page 4. EEBusiness 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. Mid-term and final exams are proctored online; additional requirements include microphone, headphones/ speakers, and webcam. For more information see page 26. & Reg# CA Britt Hastey, MS, MBA, Vice Chair, Business Administration Department, Los Angeles City College. EEMathematics for Management m X 110 Management 4 units c Business-related elective in the Accounting Certificate. Required course in the Business Administration Certificate. Enrollment limited. Mid-term and final exams are proctored online; additional requirements include microphone, headphones/speakers, and webcam. For more information see page 26. & Reg# CA Jesse Overall IV, PhD, Member of the Technical Staff, Rigel^3 Group. EEMathematics for Management (Hybrid) X 110 Management 4 units c Business-related elective in the Accounting Certificate. Required course in the Business Administration Certificate. Enrollment limited. This course includes two required classroom meetings with the remainder of the course taught online. Mid-term and final exams are proctored online; additional requirements include microphone, headphones/speakers, and webcam. Visitors not permitted. Internet access required to retrieve course materials. For more information see page 26. & Reg# CA Downtown Los Angeles: 101A UCLA Extension DTLA, 261 S. Figueroa St. Sat 9am-12pm, Jan 23 Sat 9am-12pm, Feb 27, 14 mtgs Jesse Overall IV, PhD, Member of the Technical Staff, Rigel^3 Group. c UC credit m Online course e Not available passed/not passed & Text required M Course held during daytime hours

9 Enroll at uclaextension.edu or call (800) Business, Management & Legal Programs 27 General Business Certificates General Business Studies Certificate This flexible nine-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 professional goals may require them to design their own program from a wide variety of business courses. Business Fundamentals Certificate This nine-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. (310) uclaextension.edu/bmlp EEBusiness 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. Mid-term and final exams are proctored online; additional requirements include microphone, headphones/speakers, and webcam. For more information see page 26. & Reg# CA David S. Kung, PhD, Professor, University of La Verne EEBusiness Applications of Calculus m 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 are also covered. For technical requirements see page 4. Enrollment limited. & Reg# CA Jesse Overall IV, PhD, Member of the Technical Staff, Rigel^3 Group. 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 principles, including the tools of business analysis, business funda mentals, and management theory. EEMath for Finance m X 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; probability; statistical measures of central tendency and dispersion; problem solving and mathematical reasoning; and additional topics covering linear programming, 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# CA Sharat Batra, MBA, Mechanical Engineer, Los Angeles Department of Water and Power. New Course Forecasting the World & Your Business A Course Designed and Taught by the UCLA Anderson Forecast Our business and investment expectations are what lead us to buy, sell, save, grow, and invest. No matter what your business, you want to make informed decisions. In this course, you ll learn powerful methods of analyzing marketplace data and national/ global trends that impact company revenues, expenses, growth strategies, and more. The course is taught by renowned instructor Dr. William Yu, PhD. Dr. Yu is a senior economist with the UCLA Anderson Forecast. Not only is he key for the National and California Forecasts, but he is the lead expert on China s economy. Forecasting Your Business Means Securing Your Future For more than 60 years, the UCLA Anderson Forecast has provided forecasts for the economies of California and the United States. The National Forecast has been recognized as one of the most accurate, and has a reputation for being unbiased, including early recognition of the impactful Great Recession of Are You Completing Your Certificate? To take part in Extension s 2016 Graduation Ceremony in June, you must be officially enrolled in your desired certificate by February 13, 2016 and have completed your program between Fall 2015 and Summer If you meet the above criteria, log in to My Extension and click on Certificate Completion/ Graduation to declare your completion and save your spot for graduation. This course is also an elective for the following certificates: Business Fundamentals General Business Studies International Trade & Commerce Page 57. For more information, contact Freda Bush at (310) fbush@uclaextension.edu

10 28 Business, Management & Legal Programs Enroll at uclaextension.edu or call (800) Short on Time? Select a Seminar or Short Course Best Practices in Negotiation Page 33. Ethics for Human Resources Professionals Page 40. Business Ethics Page 28. Starting Your Own Restaurant Page 59. Wines of Bordeaux Page 61. Coaching and Mentoring Employees Page 47. Technical Management Certificates + + Contract Management + + Government Cost Estimating and Pricing + + Information Technology Management + + Project Management + + Supply Chain Management Page May be taken online. Two-Day Intensive Public Speaking Seminar Page 55. Making Your Message Clear Page 30. Wines of Piemonte Page 61. The Business of Wine Management Page 61. Managing Conflict and Disagreement Page 30. Practical Investing Page 37. Behavioral Finance Page 37. Alternative Investments Page 37. Introduction to Personal Money Management Page 38. Creating and Maintaining a Personal Budget Page 38. Excel for Bookkeeping Page 22. 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 86, call (310) , or visit uclaextension.edu/testprep. Business Ethics EEEthics in Accounting X Management 4 units Prerequisite: X 1A and X 1B Principles of Accounting and X 127 Federal Income Taxation or consent of instructor. Required course in the Accounting Certificate. Enrollment limited to 30 students. For more information see page 22. & Reg# CA Through Dec 5: $559 / After: $615 UCLA: 1749 Physics & Astronomy Bldg. Steven L. Jager, BA, MS, Taxation, CPA, Principal, Steven L. Jager, CPA, An Accountancy Corporation. Reg# CA Through Dec 6: $559 / After: $615 El Camino College: Location to be announced Wed 6:30-9:30pm,, 12 mtgs EEOrganizational Governance and Ethics X Management 4 units In today s global business environment, with volatile worldwide capital markets and eroded investor confidence in corporate accountability, the demand for effective corporate governance and ethical conduct in ensuring reliable financial information is higher than before. This course introduces students to aspects of good organizational governance principles and frameworks, key concepts of proper ethical behavior as well as the role internal auditors should undertake in supporting their organizations. The course is intended to develop an awareness and understanding of the main themes, perspectives, frameworks, concepts, and issues pertaining to corporate governance and business ethics from historical, global, institutional, commercial, best practices, and regulatory perspectives. Required course in the Internal Audit Certificate. & Reg# CA Through Dec 5: $559 / After: $615 UCLA: 2238 School of Public Affairs Bldg. Seminars Business Ethics Management 0.6 CEU Includes course materials. 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 importance 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 responsibilities and relationships between organizational departments, management, and the public are also discussed. You leave the seminar with a better understanding 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# CA Through Dec 23: $195 / After: $215 Westwood: 216 Extension Lindbrook Center Sat 10am-5pm, Jan 23, 1 mtg Matthew Kohler, MBA, Owner/President, Baja Tan, LLC. Reg# CA Through Feb 12: $195 / After: $215 UCLA: 2333 School of Public Affairs Bldg. Sat 10am-5pm, Mar 12, 1 mtg Online Courses For technical requirements see page 4. EEEthics in Accounting m X Management 4 units Prerequisite: X 1A and X 1B Principles of Accounting and X 127 Federal Income Taxation or consent of instructor. Required course in the Accounting Certificate. Enrollment limited. For more information see page 22. & Reg# CA Deborah C. Watson, BA, CPA Reg# CA David Reinus, MBA, CPA, owner, David Reinus, CPA. Reg# CA Through Dec 13: $625 / After: $685 Dale E. Wallis, MS Ethics in Personal Financial Planning m Management 1.8 CEU 16.5 hours of MCLE credit available. Required course in the Personal Financial Planning Certificate. Enrollment limited. For more information see page 54. Reg# CA Through Jan 17: $319 / After: $349 Feb 17-Mar 23 Business Ethics m 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 28. Reg# CA Through Dec 13: $195 / After: $215 Jan Chris N. Economo, MBA, CPA Business Sustainability For information on the Sustainability Certificate see page 127. You do not need to be enrolled in the Sustainability Certificate to take these courses. Online Courses For technical requirements see page 4. EEIntegrating Sustainability into Financial Reporting m X Management 4 units Company financial statements are going green. Understanding 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 accounting 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 sustainability 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 framework for reporting and measuring sustainability activity that can be used to

11 Enroll at uclaextension.edu or call (800) Business, Management & Legal Programs 29 New Certificates Pre MBA Courses 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 application. 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. Business Communications Designed for working professionals wanting to improve their written, verbal, and digital-related communication skills. Strategic Branding and Public Relations This program provides individuals with an up-to-date knowledge base in social media and brand management, as well as helps individuals improve written, verbal, and digital communications skills. Professional Selling and Sales Management This certificate is designed for individuals responsible for selling products and services in the context of building their personal or organization s brands, value-propositions and long-term customer relationships. It is also for individuals not necessarily in sales positions, but who want to sell their ideas, recommendations, and plans to internal organization audiences, venture capitalists, and other important collaborative stakeholders. (310) Offered This Quarter + + Principles of Accounting (X 1A & X 1B) Page Business Economics (X 100) Page Mathematics for Management (X 110) Page Business Applications of Calculus (X 410) Page Business Statistics (X 115) Page Basic Managerial Finance (X 130A) Page 34. Management Theory, Policy, and Process (X 190) Page Marketing Principles and Practices (X 160) Page Advertising Principles and Practices (X 163) Page Federal Income Taxation (X 127) Page Also offered online. benchmark organizational performance and help build future initiatives. For technical requirements see page 4. Elective course in Sustainability Certificate. Enrollment limited. & Reg# CA Jess Stern, CPA, LLC Integrating a Green Business Strategy m X 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 compliance, 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 participants 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# CA Jan 11-Mar 13 Steve Rubens, JD, MBA Communication Skills For more information call (310) or zwalton@uclaextension.edu. The Dynamics of Interpersonal Communication X 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 additional communication skills in formal and informal settings. Participants explore conflict resolution, giving/ receiving criticism, defensive communication, assertiveness, focused listening, nonverbal communication, 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. For technical requirements see page 4. Reg# CA Through Dec 5: $579 / After: $635 UCLA: 3126 Rolfe Hall Tue 7-10pm, Jan 5-Mar 15, 11 mtgs Joseph P. Reynolds, BA, MDiv/STM, Director, JPR Communication. Internships Broaden Your Skills with Real-World Experience Internships provide students with practical application of material studied in their declared programs. These internships are restricted to students enrolled in the corresponding certificate programs. Accounting Page 22. Finance Page 35. Personal Financial Planning Page 53. Taxation Page 62. To request an application for the above subject areas, contact Yvette de la Cruz at ydelacru@uclaextension.edu. Emergency Management and Homeland Security To request an application for the above subject area, contact Greg Gonzalez at ggonzale@uclaextension.edu. Human Resources Management Page 43. International Trade and Commerce Page 45. Marketing and Advertising Page 49. Public Relations Page 54. Real Estate Page 57. To request an application for the above subject areas, contact Eric Hubert at ehubert@uclaextension.edu.

12 30 Business, Management & Legal Programs Enroll at uclaextension.edu or call (800) Business Communications Certificate A New Professional Program The Business Communications Certificate is designed for working professionals in any one of a number of fields who want to improve their written, verbal, and Internet/digital-related communication skills. This program also helps any individual who is seriously considering a career or career transition into customer relations, investor relations, marketing, management, public relations, or sales develop critical skills in crafting messages, recommendations, product/service attributes, and presentation construction and delivery. This program provides instruction, hands-on practice and exercises, course materials, instructor feedback, case examples, best practices, and proven techniques to significantly improve written business communications, oral presentations, best methods of communicating given each communication purpose, getting and keeping audience attention, effectively applying today s communications-related technologies, and appropriate approaches to each business form of communication. Key communication subjects included in this certificate are writing, interpersonal communication, and cross-cultural communication skills. Requirements Students must earn a C grade or better in each class to successfully complete the certificate program. Required Courses: X 109 Business Communications (4 units) X Organizational Communication (4 units) X Cross-Cultural Communication and Management in a Global Workforce (4 units) X The Dynamics of Interpersonal Communication (4 units) X Crisis Management and Communications (2 units) Defined Electives (8 units required): X Intensive Grammar and Punctuation Review (4 units) X 418I Business Writing (4 units) X New Business Development and Pitching the Perfect Presentation (4 units) X Best Practices in Social Media for the Communications Professional (2 units) X Digital Communications Strategies (4 units) X Corporate Communications (4 units) X Leadership Communication Strategies (4 units) X Public Speaking for Professionals (4 units) An Application for Candidacy must be submitted by the completion of the second course to be officially enrolled. EEOrganizational Communication m X Management 4 units Designed to give you the knowledge and skills necessary to lead and communicate in today s highly diverse workplace, this course provides the most current innovative approaches to communicating and motivating 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# CA Steve L. Horowitz, PhD, Management Consultant, New Freedom Communications. General/Interpersonal/ Small Group Making Your Message Clear 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 defensive listening, and keep from veering-off course unnecessarily, 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# CA Through Jan 27: $195 / After: $215 Westwood: 216 Extension Lindbrook Center Sat 9am-4pm, Feb 27, 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# CA Through Dec 7: $579 / After: $635 UCLA: 3126 Rolfe Hall Thu 7-10pm, Jan 7-Mar 10, 10 mtgs Pamela Kelly, MA, PK Communications Skills Training and Coaching. 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# CA Through Dec 14: $335 / After: $365 Westwood: 215 Extension Lindbrook Center Thu 7-9:15pm, Jan 14-Feb 18, 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 techniques, 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. Reg# CA Through Feb 11: $195 / After: $215 Westwood: 131 Extension Gayley Center, Fri 9am-4pm, Mar 11, 1 mtg 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 strategies for overcoming writer s block and creating concise, appropriate, and grammatically correct work. Practice exercises include editing and writing letters, memos, reports, messages, summaries, résumés, 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# CA Through Dec 7: $579 / After: $635 UCLA: 3135 Rolfe Hall Thu 6-9pm, Jan 7-Mar 17, 11 mtgs Julianne Fowler, MA, management consultant; author. (310) uclaextension.edu/businesscom

13 Enroll at uclaextension.edu or call (800) Business, Management & Legal Programs 31 Online Courses For technical requirements see page 4. Intensive Grammar and Punctuation Review m X 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 concepts, word usage, and spelling. Basic punctuation also is covered. For technical requirements see page 4. Enrollment limited. & Reg# CA Through Dec 19: $615 / After: $675 Jan 19-Mar 15 Cassie Rockwell, MA, organizational management. 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 eliminating 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 encourages sharing relevant experience. For technical requirements see page 4. Enrollment limited. & Reg# CA Through Dec 14: $615 / After: $675 Jan 14-Mar 10 Judy Shane, MA, communications consultant, Judy Shane Communications. Credit Analysis & Management Online Courses EECredit: Commercial, Personal, and Global m X 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 commercial credit rating agencies, sources of credit data, and methods of analyzing data. Students review credit evaluations and decision making (similarities and differences 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 requirements see page 4. Required course in the Credit Analysis and Management Certificate. & Reg# CA Through Dec 5: $635 / After: $695 Jan 5-Mar 15 Britt Hastey, MS, MBA, Vice Chair, Business Administration Department, Los Angeles City College. EEConducting a Credit Analysis I m X 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 assetbased loan, revolving credit, a term loan. The initial focus is on the cash conversion cycle in the analysis of asset-based loans, trade finance, factoring, accounts receivable securitization, and captive finance companies. Learn how to evaluate and explain credit decisions based on the financial condition of the applicant and other factors equally important in determining creditworthiness. The student will also learn what nonfinancial considerations to evaluate and how to incorporate internal concerns and competing priorities into a final credit decision. For technical requirements see page 4. Required course in the Credit Analysis and Management Certificate. & Reg# CA Through Dec 6: $635 / After: $695 Robert Shultz, Co-Founding Partner, Quote to Cash Solutions (Q2C) LLC. EEConducting a Credit Analysis II m X Management 4 units Learn to look beyond financial statements to evaluate and explain the risk in a borrower s accounting statements, financial projections, and business practices. Analyze aggressive and/or deceptive accounting principles, such as purchase accounting, unfunded pension liabilities, securitized receivables, deferred taxes, and channel stuffing. Examine financial projections, including aggressive assumptions, break-even analysis, and debt service coverage. Explore industry risk, including aggressive and/or deceptive practices used by manufacturers, retailers, importers/exporters, real estate developers, utilities, transportation companies and wholesalers. Dissect the Business Plan: (1) review the components of a complete plan, (2) read, research, fact-check and evaluate the plan, and (3) communicate the SWOT of the business plan with appropriate conclusions. For technical requirements see page 4. Required course in the Credit Analysis and Management Certificate. Enrollment limited; advance enrollment required. & Reg# CA Through Dec 7: $635 / After: $695 Jan 7-Mar 17 Peter H. Lou, MBA, MA, CFA, Senior Manager, Wells Fargo Bank. 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 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. 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 Discover your potential in this growing profession. Learn more about the certificate and benefits at uclaextension.edu/credit, or call (310) (310) uclaextension.edu/credit

14 32 Business, Management & Legal Programs Enroll at uclaextension.edu or call (800) Entrepreneurship For more information call (310) or Certificates: General Business Studies with Concentration in Entrepreneurship Business Administration with Concentration in Entrepreneurship For more information call (310) or visit uclaextension.edu/bamcert. EEEstablishing a Successful Business X Management 4 units Formerly course X The key to reducing the risks and increasing the chances of success in business is to develop a business model that delivers unique value. To accomplish this you must be able to objectively analyze the competitive 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 business 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 competitive industries. Instruction explores methodologies, key tools, and techniques from business bestsellers such as Blue Ocean Strategy and Good to Great. Participants learn the importance of value and execution. Topics include competitive analysis, creating and defining a unique selling advantage, identifying the customer, and honing a strategy. Real-world situations are used for examples of application. 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. Required course in the Small Business Management & Technology Certificate. Enrollment limited. Visitors not permitted. Internet access required to retrieve course materials. & Reg# CA Through Dec 7: $579 / After: $635 Westwood: 115 Extension Gayley Center, Thu 6:30-9:30pm, Jan 7-Mar 17, 11 mtgs C. Scott Hindell, Principal, Hindell Consulting. How to Be a Successful Consultant Management 1.8 CEU Designed to help people successfully transition into the consulting profession, this course helps individuals with less than three years of experience hone their skills to become successful consultants. The course focuses on the three skills that successful consultants need to master: marketing, consulting, and managing the administrative aspects of a professional service practice. Specific topics addressed include distinguishing among different types of consultants, their services, and their deliverables; understanding the business dimensions of a consulting practice, including pricing and billing; understanding marketing and selling, including social networking; understanding engagement letters; the steps in a typical consulting project; basic organization change management; basic project management; and the emotional and family dimensions of being a business owner. Visitors not permitted. Internet access required to retrieve course materials. Reg# CA Through Dec 23: $335 / After: $365 Westwood: 113 Extension Gayley Center, Sat 9am-12pm, Jan 23-Feb 27, 6 mtgs Enrollment deadline: Jan 29 Jerald M. Savin, BA, CPA, CEO, Cambridge Technology Consulting Group. EEEntrepreneurship and New Venture Formation X 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, partnerships, 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 evaluated in a supportive classroom environment. Internet access required to retrieve course materials. & Reg# CA Through Dec 4: $579 / After: $635 UCLA: 2242 School of Public Affairs Bldg. Mon 6:30-9:30pm, Jan 4-Mar 21, 11 mtgs (no mtg 1/18 & 2/15; 1 mtg to be arranged) Enrollment deadline: Jan 25 Wilton Paul Risenhoover, MBA, Investment Committee, UCLA Venture Capital Fund. EEDeveloping a Business Plan X Management 4 units Formerly course X Learn all aspects of creating 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 applicable). You then learn the key components for creating an effective business plan: knowing your existing customers, targeting future customers, customer value formulation, income statement and balance sheet forecasting, revenue forecasting methodologies, competitor assessment and emerging company/product/service competitors, and understanding the pitfalls of small business development. In addition, you look at building and planning an efficient business infrastructure (systems, technology, third-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. Required course in the Small Business Management and Technology Certificate. Enrollment limited. Visitors not permitted. Internet access required to retrieve course materials. & Reg# CA Through Dec 6: $579 / After: $635 Westwood: 131 Extension Gayley Center, Wed 6:30-9:30pm,, 11 mtgs Frank R. Blair, MBA, Principal, Blair Consulting Group. EEFundamentals of Business Administration and Management X Management 4 units Formerly course X 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 manage 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 addition 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 analyzed and discussed. Required course in the Small Business Management & Technology Certificate. Enrollment limited. Visitors not permitted. Internet access required to retrieve course materials. & kkk Starting or Growing Your Business Key Courses for Today s World 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 with the following courses: Creating a New Business m Page 32. Fundamentals of Business Administration and Management Page 32. Developing a Business Plan Page 32. Establishing a Successful Business Page 32. Best Practices in Negotiation Page 33. Financial Tools for Business Growth m Page 33. Legal Compliance and Negotiating Skills Page 33. Reg# CA Through Dec 5: $579 / After: $635 UCLA: 5252 Boelter Hall Tue 6:30-9:30pm, Jan 5-Mar 15, 11 mtgs Mark A. Romejko, EdD,Business Manager, Jet Propulsion Laboratory (JPL) EELegal Compliance and Negotiating Skills X Management 4 units Required course in the Small Business Management and Technology Certificate. Visitors not permitted. Internet access required to retrieve course materials. For more information see page 33. & Reg# CA Through Dec 6: $579 / After: $635 UCLA: 150 Royce Hall Wed 6:30-9:30pm,, 11 mtgs R. Brian Compton, CPA, President and Co-Owner, Tax Resolution Services, Co. EEAccounting for Non-Accountants X 429 Management 4 units Internet access required to retrieve course materials. For more information see page 22. & Reg# CA Through Dec 6: $559 / After: $615 UCLA: 1278 School of Public Affairs Bldg. Wed 6:30-9:30pm,, 12 mtgs Nidal B. Ramadan, CPA, MBA, Internal Revenue Agent. Entrepreneurship and New Venture Formation Page 32. How to Be a Successful Consultant Page 32. Online Courses For technical requirements see page 4. EECreating a New Business m X Management 4 units Designed for individuals or partners who are starting or have started a new business, this course teaches the realities of starting and managing a new business, from idea to operation. Employing simulation techniques and a disciplined process for developing a business that includes planning, research, testing of viability, problem solving, decision making, and operation, students work individually and in teams, gaining an understanding and appreciation for cooperation, common goal setting, negotiating, and the execution required of any business organization. Topics include identifying and qualifying a market opportunity, organizing a business model, guidelines for a business plan, legal aspects (including protecting the idea), selecting the best funding option, venture capital etiquette, and other useful tools and resources for creating and operating a successful business. & Reg# CA Enrollment deadline: Jan 15 C. Scott Hindell, Principal, Hindell Consulting. Frank R. Blair, MBA, Principal, Blair Consulting Group.

15 Enroll at uclaextension.edu or call (800) Business, Management & Legal Programs 33 EEDeveloping a Business Plan m X Management 4 units Formerly course X Required course in the Small Business Management and Technology Certificate. Enrollment limited. For more information see page 32. & Reg# CA Matthew Richter-Sand, MBA, CEO, Agile Startup. EEFinancial Tools for Business Growth m X Management 4 units This course combines three key topics for direct application to your small business: financial knowledge 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; products tailored for exporters and importers; available management and technology tools; strengthening your business credit applications for lender review and evaluation; 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 guarantees 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, including 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# CA James Schaefer, MBA, CPA, Senior Accountant, Partner, Mark Schaefer Associates, LLP. EEFundamentals of Business Administration and Management m X Management 4 units Formerly course X Required course in the Small Business Management & Technology Certificate. Enrollment limited. For more information see page 32. & Reg# CA Maria Vitale, MA, Adjunct Faculty, Brandman University & Chaffey College c UC credit m Online course e Not available passed/not passed & Text required M Course held during daytime hours Small Business Management & Technology EELegal Compliance and Negotiating Skills X Management 4 units The first part of the course focuses on preferred legal structures for a small business as well as a survey of all available business structures; Key Federal, State (particularly California), and Local regulations; Liability protection provided by must have insurance policies; risk mitigation; basics of contract law. The second part of the course aims at increasing your negotiating skills with initial self-assessment, role playing, and case studies. Students role play on specific small business related cases with self and instructor critiques. Communication skill building, effective presenting and stakeholder messaging receive priority attention. Required course in the Small Business Management and Technology Certificate. Visitors not permitted. Internet access required to retrieve course materials. & Reg# CA Through Dec 6: $579 / After: $635 UCLA: 150 Royce Hall Wed 6:30-9:30pm,, 11 mtgs R. Brian Compton, CPA, President and Co-Owner, Tax Resolution Services, Co. Best Practices in Negotiation 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 ambitious goals, apply for and get better jobs, gain higher compensation, earn larger raises, and receive more recognition, while benefiting their companies by interacting more effectively with customers, vendors, management, and colleagues. Participants learn the best techniques for striking better bargains, making lasting agreements, and sustaining positive relationships, as well as learning to recognize and counter the tactics of their counterparts while pursuing their agendas 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# CA Through Jan 6: $335 / After: $365 Westwood: 621 UCLA Extension Bldg. Sat 9am-4pm, Feb 6 & 13, 2 mtgs Enrollment deadline: Feb 5 Gary S. Goodman, PhD, JD, MBA, President, Customersatisfaction.com and The Goodman Organization, Inc.; author, Six-Figure Consulting. EEEstablishing a Successful Business X Management 4 units Formerly course X Required course in the Small Business Management & Technology Certificate. Enrollment limited. Visitors not permitted. Internet access required to retrieve course materials. For more information see page 32. & Reg# CA Through Dec 7: $579 / After: $635 Westwood: 115 Extension Gayley Center, Thu 6:30-9:30pm, Jan 7-Mar 17, 11 mtgs C. Scott Hindell, Principal, Hindell Consulting. EEAccounting for Non-Accountants X 429 Management 4 units Internet access required to retrieve course materials. For more information see page 22. & Reg# CA Through Dec 6: $559 / After: $615 UCLA: 1278 School of Public Affairs Bldg. Wed 6:30-9:30pm,, 12 mtgs Nidal B. Ramadan, CPA, MBA, Internal Revenue Agent. 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. 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 calculated and unplanned/ surprises, and risk reduction can be achieved by better calculating possible outcomes 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 schedule 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. For more information uclaextension.edu/sbm (310) Required Courses X Developing a Business Plan X Financial Tools for Business Growth X Marketing and Sales Strategies for Entrepreneurial Business X Fundamentals of Business Administration and Management X Legal Compliance & Negotiating Skills X Establishing a Successful Business Pages

16 34 Business, Management & Legal Programs Enroll at uclaextension.edu or call (800) Finance Certificate The nine-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 current career prospects in the field or transition into a financerelated position. Students may enroll in the certificate with or without a concentration, providing flexibility to tailor the program to match their individual goals and career aspirations. In addition to five foundation courses and four 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. Core Courses: All required. X 130A Basic Managerial Finance X Fundamentals of Investing X Financial Statement Analysis X Money, Banking, and the Financial Markets X 130B Advanced Managerial Finance Ethics Requirement Business Ethics Elective Courses Total of 4 courses required. Students may choose from 1 of the following concentrations: Corporate Finance Credit Analysis & Management Investment Management and Analysis Real Estate Finance For a complete list of electives visit uclaextension.edu/fincert. (310) uclaextension.edu/fincert 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. Internship in Finance The internship is available to certificate students who have completed a minimum of five courses in the Finance Certificate. The internship provides students an opportunity to gain practical experience with companies covering a variety of finance-related job functions. Industry Certification The Finance Certificate provides relevant course work for students considering a number of industry certifications, including the following: Chartered Financial Analyst (CFA) Certified Management Accountant (CMA ) Financial Planning & Analysis (FP&A) Online Courses For online course technical requirements see page 4. EECreating a New Business m X Management 4 units For more information see page 32. & Reg# CA Enrollment deadline: Jan 15 C. Scott Hindell, Principal, Hindell Consulting. Frank R. Blair, MBA, Principal, Blair Consulting Group. EEDeveloping a Business Plan m X Management 4 units Formerly course X Required course in the Small Business Management and Technology Certificate. Enrollment limited. For more information see page 33. & Reg# CA Matthew Richter-Sand, MBA, CEO, Agile Startup. EEFinancial Tools for Business Growth m X Management 4 units Required course in the Small Business Management and Technology Certificate. Enrollment limited. For more information see page 33. & Reg# CA James Schaefer, MBA, CPA, Senior Accountant, Partner, Mark Schaefer Associates, LLP. Finance & Investments Finance For more information call (310) or pwilliams@uclaextension.edu. Those students planning to pursue a career as financial or investment professionals 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. EEBasic Managerial Finance X 130A Management 4 units c 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 corporations. Topics include corporate financial analysis, financial planning procedures, present value and security valuation, 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. Internet access required to retrieve course materials. & Reg# CA Through Dec 5: $559 / After: $615 Westwood: 214 Extension Lindbrook Center Fred R. Kuhns, CMA, MBA, Principal, FRK Consulting. EEAdvanced 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 implications 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. Internet access required to retrieve course materials. & Reg# CA Through Dec 5: $559 / After: $615 UCLA: 2232 School of Public Affairs Bldg. David E. French, MBA, President, David French & Associates, LLC, A Business Strategy Consultancy. EEMergers and Acquisitions X 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 foundations, legal constraints, tax implications, business valuation 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 business combination. Prerequisite: X 130A Basic Managerial Finance or equivalent or the consent of the instructor. Elective course in the Finance Certificate. & Reg# CA Through Dec 6: $559 / After: $615 UCLA: 2232 School of Public Affairs Bldg. Wed 6:30-9:30pm,, 12 mtgs Alec Salemon, BS,Principal, BWS Capital Partners. EEMoney, Banking, and the Financial Markets X 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 system, 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. A review and discussion of recent financial legislation also is included. Prerequisite: X 1A and X 1B Principles of Accounting. Required course in the Finance Certificate. Business-related. Enrollment limited; early enrollment advised. Internet access required to retrieve course materials. & Reg# CA Through Dec 4: $559 / After: $615 Westwood: 204AB Extension Lindbrook Center Mon 6:30-9:30pm, Jan 4-Mar 21, 12 mtgs (no mtg 1/18 & 2/15; 2 mtgs to be arranged) Mark E. Buchman, BS, President, PacRim Financial Consultants; recipient, UCLA Extension Distinguished Instructor Award, 2012.

17 Enroll at uclaextension.edu or call (800) Business, Management & Legal Programs 35 EEInternship in Finance X Management 4 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 minimum of 120 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) to confirm eligibility. Restricted course; web enrollments automatically generate a Permission to Enroll request, after which our advisor will contact you. Restricted to students enrolled in the Finance Certificate who have completed a minimum of five courses in their program. Visitors not permitted. Reg# CA Fee: $615 Charles E. P. Wood, MBA, President, C. E. Peterson & Company. EEFinancial Statement Analysis X 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, profitability, 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. Businessrelated. Elective in the Accounting Certificate. Internet access required to retrieve course materials. & Reg# CA Through Dec 7: $559 / After: $615 UCLA: 2214 School of Public Affairs Bldg. Thu 6:30-9:30pm, Jan 7-Mar 24, 12 mtgs Chee-Sum Tan, MBA, FCCA, CPA, CFA, ABV, Controller/ Accounting Manager, Union Bank of California. EEFundamentals of Investing X Management 4 units Required course in the Finance Certificate. Internet access required to retrieve course materials. For more information see page 36. & Reg# CA Through Dec 4: $559 / After: $615 Westwood: 111 Extension Gayley Center, Mon 6:30-9:30pm, Jan 4-Mar 21, 12 mtgs (no mtg 1/18 & 2/15; 2 mtgs to be arranged) Joseph J. Klauzar, BA, MA, MBA, Portfolio Manager, Morgan Stanley. Reg# CA Through Dec 7: $559 / After: $615 Downtown Los Angeles: 107B UCLA Extension DTLA, 261 S. Figueroa St. Thu 6:30-9:30pm, Jan 7-Mar 24, 12 mtgs EEInternational Finance X 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 international financial manager confronts; and financial alternatives and tradeoffs in developing and implementing financial strategies in the context of foreign environment risks. Case studies examine the use of analytical methods for decision making. Prerequisite: X Introduction to International Business and X 130A Basics of Managerial Finance. Elective course in the Finance Certificate. & Reg# CA Through Dec 6: $559 / After: $615 UCLA: 2214 School of Public Affairs Bldg. Wed 6:30-9:30pm,, 12 mtgs David E. French, MBA, President, David French & Associates, LLC, A Business Strategy Consultancy. CMA Exam Review Part I: Financial Reporting, Planning, Performance, and Control Management 3.6 CEU This 12-week, instructor-led review course provides a comprehensive overview to assist in preparation for Part I of the Certified Management Accountant (CMA) Exam. Part I covers external financial reporting decisions; planning, budgeting, and forecasting; performance measurements; cost management; and internal controls. Instruction uses the IMA s Wiley CMA Learning System, which includes textbooks with sample practice tests that include retired CMA exam questions and answers. The CMA Exam Review Part I is NOT a prerequisite to the CMA Exam Review Part II. They may be taken concurrently. Course materials are not included and must be purchased separately. & Reg# CA Through Dec 28: $795 / After: $875 UCLA: 2232 School of Public Affairs Bldg. Thu 6:30-9:30pm, Jan 28-Apr 14, 12 mtgs Fred R. Kuhns, CMA, MBA, Principal, FRK Consulting. CMA Exam Review Part II: Financial Decision Making Management 3.6 CEU This 12-week, instructor-led review course provides a comprehensive overview to assist in preparation 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 professional ethics. Instruction uses the IMA s Wiley CMA Learning System, which includes textbooks with sample practice test questions and responses, participant guide, and access to online practice tests with retired CMA exam questions and answers. Course materials are not included and must be purchased separately. & Reg# CA Through Dec 25: $795 / After: $875 UCLA: 161 Dodd Hall Mon 6:30-9:30pm, Jan 25-Apr 11, 12 mtgs (no mtg 2/15; 1 mtg to be arranged) Chee-Sum Tan, MBA, FCCA, CPA, CFA, ABV, Controller/ Accounting Manager, Union Bank of California. Are You Completing Your Certificate? To take part in Extension s 2016 Graduation Ceremony in June, you must be officially enrolled in your desired certificate by February 13, 2016 and have completed your program between Fall 2015 and Summer If you meet the above criteria, log in to My Extension and click on Certificate Completion/ Graduation to declare your completion and save your spot for graduation. Seminars Excel Modeling Tips and Techniques for Improved Productivity: Intermediate Management 0.8 CEU Includes course materials. This one-day seminar is primarily intended for intermediate Excel users who want to learn tips and techniques that will help them take their Excel model-building skills to the next level. Topics include the QAT (Quick Access Toolbar), Camera, Subtotaling, Data Validation, keyboard shortcuts, key functions (e.g. VLOOKUP, SUBTOTAL, XIRR, etc.), creating mega formulas, conditional formatting, using Goal Seek, modeling best practices, protection techniques, forms controls, introduction to macros (recorder), and much more. Demo models are discussed and made available to attendees. The seminar is structured in a lecture format; computers are not provided (nor required). The instructor uses Windows/ Microsoft Office Excel for PC. Enrollment limited. Advance enrollment is highly recommended. Single admission at the door, space permitting; payment by credit card only. Reg# CA Through Jan 20: $159 / After: $175 Westwood: 216 Extension Lindbrook Center Sat 8:30am-4:30pm, Feb 20, 1 mtg Eric W. Augusta, MBA, Senior Financial Executive, Vice President, Financial Planning and Analysis, E. W. Augusta & Associates. Online Courses For technical requirements see page 4. EEBasic Managerial Finance m X 130A Management 4 units c 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. Enrollment limited. Midterm and final exams are proctored online; additional requirements include microphone, headphones/speakers, and webcam. For more information see page 34. & Reg# CA Ralph Joe Zwetow, MBA, Principal, Credit Training Resources. EEFinance for the Non-Financial Manager m X Management 4 units As the language of business, finance must be understood to effectively manage all types of organizations. This course examines the objectives, tools of analysis, applications, and how organizational plans and activities are reflected in financial terms. Topics include financial planning, ratio analysis, cash flow and break-even analysis, cash management, performance budgets, capital budgeting, capital acquisition, securities markets, and capital structure. Upon completing this course, students should better understand how to record, analyze, and forecast organizational funds/ activities. For technical requirements see page 4. Enrollment limited. & Reg# CA Course Icons Provide Information At-a-Glance m Online course & Textbook required M Meets during daytime hours e Credit course may not be taken passed/not passed

18 36 Business, Management & Legal Programs Enroll at uclaextension.edu or call (800) Self-Study Online Programs & Courses In Finance & Investments Offered in collaboration with Global Windows Partners, these online selfcontained modules are designed for business professionals, entrepreneurs, and others looking to refresh or acquire relevant skills and knowledge in corporate finance and equity analysis, as well as enhance their work or career objectives. Visit uclaextension.edu/finance_selfstudy to for more information. For frequently ask questions visit unex.gwpartners.com. Also consider the following two self-study sequential programs that can be completed within 1 2 years. Online Series in Investment Banking Learn more at uclaextension.edu/finance_osib. EEFundamentals of Corporate Budgeting m X Management 4 units Budgeting is a critical step in planning and controlling the day-to-day operations of any business. The budgeting process can also be a time-consuming, multi-layered, and complex process. To streamline this process and ensure more timely and accurate budgets, companies 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 elements of budgeting practiced by businesses for planning 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# CA Through Dec 13: $625 / After: $685 Wayne A. Hollman, BA, MBA, PhD, financial advisor. EEBusiness Valuation m X 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 weaknesses, and when to apply each. Topics include the different standards for business appraisers, the different types of discounts and premiums that can be applied to value a business, different standards of value and sources of law for business valuation, burden 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 analysis, economic and industry Online Series in Mergers & Acquisitions Learn more at uclaextension.edu/finance_osma. Windows PC and high-speed Internet connection are required to access the online self-study courses. (310) analysis, site visits and interviews, and questions to ask a business valuation expert. Participants also engage in interactive exercises 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# CA Through Dec 13: $625 / After: $685 Peter H. Lou, MBA, MA, CFA, Senior Manager, Wells Fargo Bank. EEMoney, Banking, and the Financial Markets m X 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 system, 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# CA Ashraf Z. Almurdaah, MA, Professor of Finance & Economics, Los Angeles City College. EEFinancial Statement Analysis m X Management 4 units Prerequisite: X 1A and X 1B Principles of Accounting, or consent of instructor. Required course in the Finance Certificate. Enrollment limited. For more information see page 35. & Reg# CA Ralph Joe Zwetow, MBA, Principal, Credit Training Resources. Reg# CA Neha Kumar, BA, MBA, consultant. EESecurity Analysis m X Management 4 units This updated, rigorous, and exciting course examines companies and industries using a fundamental and timeless classical approach first developed by Benjamin Graham in Instruction focuses on the examination 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 developed 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 professional investors to be the best book ever written on fundamental analysis. For technical requirements see page 4. Prerequisite: X Introduction to Investments and X Financial Statements Analysis or consent of instructor. Elective course in Finance Certificate. Enrollment limited. & Reg# CA Through Dec 13: $625 / After: $685 Peter H. Lou, MBA, MA, CFA, Senior Manager, Wells Fargo Bank. EEMath for Finance m X Management 4 units Enrollment limited. For more information see page 27. & Reg# CA Sharat Batra, MBA, Mechanical Engineer, Los Angeles Department of Water and Power. Investments For more information call (310) or pwilliams@uclaextension.edu. EEFundamentals of Investing X Management 4 units 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 examines investment policies, types of securities, factors that influence price changes, timing purchases/sales, preparing investment programs to meet objectives, investment risk and return, and portfolio balancing. Instruction also includes an overview of the securities market 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# CA Through Dec 4: $559 / After: $615 Westwood: 111 Extension Gayley Center, Mon 6:30-9:30pm, Jan 4-Mar 21, 12 mtgs (no mtg 1/18 & 2/15; 2 mtgs to be arranged) Joseph J. Klauzar, BA, MA, MBA, Portfolio Manager, Morgan Stanley. kkk Reg# CA Through Dec 7: $559 / After: $615 Downtown Los Angeles: 107B UCLA Extension DTLA, 261 S. Figueroa St. Thu 6:30-9:30pm, Jan 7-Mar 24, 12 mtgs EESecurity Analysis X Management 4 units This updated, rigorous, and exciting course examines companies and industries using a fundamental and timeless classical approach first developed by Benjamin Graham in Instruction focuses on the examination 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 developed 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 professional investors to be the best book ever written on fundamental analysis. Prerequisite: X Fundamentals of Investing and X Financial Statement Analysis or consent of instructor. Elective course in Finance Certificate. Internet access required to retrieve course materials. & Reg# CA Through Dec 6: $559 / After: $615 UCLA: 2238 School of Public Affairs Bldg. Wed 6:30-9:30pm,, 12 mtgs Charles E. P. Wood, MBA, President, C. E. Peterson & Company. EEAlternative Investment Strategies X Management 4 units This course is designed for financial professionals and personal investors who recognize the importance of diversifying their investment portfolios and who have a desire to understand the risk and rewards of various trading styles in several asset classes. Instruction provides an overview of commodity futures and options, computer trading models, managed futures, commodity pools, diamonds, physical gold, and bitcoins. Topics include a history of futures and the exchanges; mathematical expectations behind many popular investing beliefs and conventional 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 professionals expound upon the various subjects covered. Elective course in the Finance Certificate Internet access required to retrieve course materials. & Reg# CA Through Dec 5: $559 / After: $615 UCLA: 1256 School of Public Affairs Bldg. Raymond S. Goldsmith, BS, Senior Commodity Specialist, PFGBest.com. EEBehavioral Finance X 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. & kkk

19 Enroll at uclaextension.edu or call (800) Business, Management & Legal Programs 37 Investor Series Designed for individual investors, the Investor Series surveys various facets of investment strategies for creating and maximizing long-term wealth and financial health. Offered conveniently on Saturdays, the series consists of three one-day seminars that cover a wide range of investment topics for better managing your portfolio. UCLA Extension Certificate Students are eligible for a $50 discount for each seminar! Early enrollment is highly recommended. Offered This Quarter Behavioral Finance Alternative Investments Practical Investing Page 37. sgomez@uclaextension.edu (310) uclaextension.edu/investorseries Complete Your Finance Courses Online Our instructor-led online courses give you the flexibility to study from anywhere, at any time. Take individual courses entirely online or enroll in the Finance Certificate and combine regular on-ground courses with those online. Offered Online This Quarter X 130A Basic Managerial Finance X Financial Statement Analysis X Fundamentals of Investing X Finance for Non-Financial Manager X Fundamentals of Corporate Budgeting X Business Valuation X Money, Banking and the Financial Markets For a complete list of courses visit uclaextension.edu/finance. Reg# CA Through Dec 7: $559 / After: $615 UCLA: 2238 School of Public Affairs Bldg. Thu 6:30-9:30pm, Jan 7-Mar 24, 12 mtgs EEAdvanced Security Analysis X Management 4 units This rigorous and exciting course builds upon the foundation laid in X Security Analysis using advanced techniques of analysis to seek profitable opportunities in securities. Students are introduced to several useful concepts that many hedge funds employ today. Instruction also includes an overview of the boom-to-bust cycle from a historical perspective and how it can affect investment strategy. Using case study analysis of companies, securities, and investment managers, participants gain further insight to portfolio management, risk control, and how to use those skills to increase performance of their portfolios. Prerequisite: X Security Analysis or two years of experience in investing in securities and the ability to use a financial calculator (HP 12C preferred). Elective course in Certificate in Finance. Reg# CA Through Dec 4: $559 / After: $615 UCLA: 167 Dodd Hall Mon 6:30-9:30pm, Jan 4-Mar 21, 12 mtgs (no mtg 1/18 & 2/15; 2 mtgs to be arranged) Steven L. Yamshon, PhD, LhD, MBA, Managing Director, Stevens First Principles Investment Advisors EEInternational Investing X Management 4 units More and more individuals are investing internationally to take advantage of its potential growth and to diversify their investment portfolio. This course provides you with a comprehensive overview of investment opportunities and strategies in international markets, including the developed world and expanding emerging markets. Learn how to navigate the obstacles that confront the international equity and bond markets and the special risks involved with international investing. Topics include examining how asset allocation strategies can help to control risk, international investment products, analyzing political and economic risks in countries and regions, performing research and identifying information sources, and balancing and controlling risks. With these and other tools, you learn to make informed investment decisions and analyze the global and regional economic trends that may affect investment outcomes. & kkk Reg# CA Through Dec 5: $559 / After: $615 UCLA: 1337 School of Public Affairs Bldg. EEInvestments in Personal Financial Planning X Management 4 units Prerequisite: X Survey of Personal Financial Planning and X 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 52. & Reg# CA Through Dec 6: $559 / After: $615 UCLA: 167 Dodd Hall Wed 6:30-9:30pm,, 12 mtgs Stephen T. Minihan, MBA, CFP, Westlake Financial Advisors LLC. Seminars Investor Series For more information call (310) or sgomez@uclaextension.edu. Designed for individual investors, the Investor Series surveys various facets of investment strategies for creating and maximizing longterm wealth and financial health. Offered conveniently on Saturdays, the series consists of three one-day seminars that cover a wide range of investment topics for better managing your portfolio. UCLA Extension certificate students and graduates are eligible to enroll at a special rate of $55 per seminar. Contact Sam Gomez at sgomez@uclaextension.edu for details. Behavioral Finance Management 0.6 CEU Includes course materials. This one-day seminar is based on the fundamental principle that the first step to successfully investing your money is to not lose it. Participants are introduced to the theory and practice of behavioral finance, including a history of financial bubbles, scams, and an overview of the heuristics ( rules of thumb ) and biases that drive human behavior. Takeaways include a general understanding of common investment mistakes, the role of randomness in finance, and practical applications of behavioral finance. Enrollment limited. Advance enrollment is highly recommended. Single admission at the door, space permitting; payment by credit card only. Internet access required to retrieve course materials. Reg# CA Through Jan 6: $95 / After: $105 Reg# CA (Special Rate for UCLA Extension Certificate Students) Fee: $55 Westwood: 216 Extension Lindbrook Center Sat 9am-3pm, Feb 6, 1 mtg Charles E. P. Wood, MBA, President, C. E. Peterson & Company. Alternative Investments Management 0.6 CEU Includes course materials. This one-day seminar is designed for individual investors wishing to explore alternative investment vehicles outside the standard equity or debt instruments with the goal of furthering overall portfolio diversification. Instruction provides a general summary and discussion of futures and options, commodities, convertible securities, unit investments trusts (UITs), real estate investment trusts (REITS), exchange traded funds (ETFs), and annuities. Learn how to analyze the correlation between alternative investments with traditional financial investments, such as stocks and bonds, and gain an overview of historical risk and return data as well as the relative costs and potential barriers for purchasing these assets. Enrollment limited. Advance enrollment highly recommended. Participants may enroll at the door, space permitting. Payment by credit card only. Internet access required to retrieve course materials. Reg# CA Through Jan 27: $95 / After: $105 Reg# CA (Special Rate for UCLA Extension Certificate Students) Fee: $55 Westwood: 204CD Extension Lindbrook Center Sat 9am-3pm, Feb 27, 1 mtg Practical Investing Management 0.6 CEU Includes course materials. Learn about your investments and how to construct a more effective portfolio in this one-day seminar. Participants are provided with an overview of key investment fundamentals and then learn how to apply these principles. Topics include risk/reward profiles, portfolio construction using multiple asset classes, tax strategies (mutual funds vs. ETFs, tax advantaged accounts), basic statistical measurements, and using macro-economic analysis for investment decision making. Socially responsible investing, ethics, and the role of the financial advisor also are covered. Students leave the class with a better understanding of how to apply practical investment concepts to achieve long-term financial goals. Enrollment limited. Early enrollment is highly recommended. Participants may enroll at the door, space permitting, with payment by credit card only. Internet access required to retrieve course materials. Reg# CA Through Feb 12: $95 / After: $105 Reg# CA (Special Rate for UCLA Extension Certificate Students) Fee: $55 Westwood: 111 Extension Gayley Center, Sat 9am-3pm, Mar 12, 1 mtg Online Courses For technical requirements see page 4. EEFundamentals of Investing m X Management 4 units Elective course in the Finance Certificate. Enrollment limited. For more information see page 36. & Reg# CA Through Dec 13: $625 / After: $685 Salman A. Sadiq, BA, MBA, JD, Attorney, Financial Industry Regulatory Authority. EESecurity Analysis m X Management 4 units Prerequisite: X Introduction to Investments and X Financial Statements Analysis or consent of instructor. Elective course in Finance Certificate. Enrollment limited. For more information see page 36. & Reg# CA Through Dec 13: $625 / After: $685 Peter H. Lou, MBA, MA, CFA, Senior Manager, Wells Fargo Bank.

20 38 Business, Management & Legal Programs Enroll at uclaextension.edu or call (800) Personal Finance Series Financial Empowerment in a Convenient Format Enhance your financial literacy by attending the Personal Finance Series. These three seminars outline strategies and techniques for successfully managing your finances to help you reach your long-term financial goals. UCLA Extension Certificate Students are eligible for a $50 discount for each seminar! Early enrollment is highly recommended. (310) uclaextension.edu/pfseries NOW ONLINE EEThe Science and Art of Investing m X Management 4 units The field of investing has evolved into a rigorous, evidence-based discipline of collecting and analyzing data by researchers and practitioners to uncover the sources of risk and return, which in turn inform how portfolios should be constructed. At the same time, the field of behavioral finance has evolved to demonstrate and explain why investors do not always make financial decisions that are rational. This course explores, on the one hand, the rational, analytical approach to investing, including the efficiency of markets, the factors of risk in markets and the leading models used in the design of portfolios. On the other hand, the course also explores in detail many of the most important behavioral biases that stand in the way of investors making smart decision with their money. Intended for individual investors and financial professionals, the course borrows from numerous real client cases and will address the ultimate question of designing portfolios. For technical requirements see page 4. Elective course in Finance Certificate. Enrollment limited. & Reg# CA Through Dec 13: $625 / After: $685 John Alexander, MBA, test preparation specialist NOW ONLINE EEManaging and Understanding Stock Option Strategies m X Management 4 units Whether your personal investment style is conservative or aggressive, long-term or short-term, this indepth course educates individuals on the utilization of options and demonstrates how options can add value to your current investment strategies. Intended for investors who want to utilize options as part of their overall investment mix, or for those who already employ options and want to expand their usage, this course explores the basics of options and some of the common misconceptions regarding them. Participants learn about the unique attributes of options and why investors have to think differently when investing in these instruments, whether as a stand-alone investment or in conjunction with existing stock positions. The course includes stock and index option strategies, as well as an understanding of the nomenclature of the terms used in option trading. Additional topics include the use of spreads, straddles, combinations, butterflies, condors, and other intermediate forms of option strategies. For technical requirements see page 4. Prerequisite: A basic understanding of the stock market is recommended. Elective course in Finance Certificate. Enrollment limited. & kkk Offered This Quarter Introduction to Personal Money Management Creating and Maintaining a Personal Budget Practical Investing Page 38. Reg# CA Through Dec 13: $625 / After: $685 Financial Literacy For more information call (310) or sgomez@uclaextension.edu. The courses and seminars in this section are designed for individuals and families who are seeking a better understanding of their own personal finances. Instruction covers a variety of topics, including investments, money management and budgeting, educational funding, risk management and insurance, and retirement planning. EEFundamentals of Personal Finance X Management 4 units This is the one course you wish you d 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; investment 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 strategies into action. & Reg# CA Through Dec 5: $559 / After: $615 Reg# CA (Non-Credit) Through Dec 5: $469 / After: $515 UCLA: 2242 School of Public Affairs Bldg. Steven L. Gail, BA, Registered Option Principal, Amerivet Securities, Inc. Online Courses For technical requirements see page 4. NOW ONLINE Money Skills 101 m Management 1.2 CEU Creating wealth is a skill. This course shows you how to acquire and develop that skill. You learn how to create a personal financial plan, how to execute that plan, and avoid the common missteps that most people usually make. Topics include understanding and valuing the stock market, how and when to invest, what type of investments and accounts are best suited for you, and learning to differentiate what information is actually important from that which is simply noise. This is a practical course, at times unconventional, but fundamentally rooted in generating results. The skills taught are time-tested and proven. You discover what motivates you financially, and use this motivation to be more proactive in managing your personal finances and attaining your goals. For technical requirements see page 4. Reg# CA Through Jan 10: $229 / After: $249 Feb 10-Mar 2 Darrach McCarthy, Managing Partner at Victus Capital Wealth, LLC. Personal Finance Series For more information, call (310) or sgomez@uclaextension.edu. Enhance your financial literacy and effectively manage your finances by attending our Personal Finance Series. Offered conveniently on Saturday, the series consists of three one-day seminars that cover a wider range of topics for organizing your personal finances. UCLA Extension certificate students and graduates are eligible to enroll at a special rate of $55 per seminar. Contact Sam Gomez at sgomez@ uclaextension.edu for details. Introduction to Personal Money Management Management 0.6 CEU Includes course materials. Based on the teachings of the classic personal finance book The Wealthy Barber, this one-day seminar simplifies the complex puzzles of personal money management into easy-to-understand terms that can be immediately implemented. The seminar illustrates how you can take control of your financial future slowly, steadily, and with proven success. Topics include The 10% Solution ; wills, life insurance, and responsibility; planning for retirement; home ownership; savvy saving techniques; insights into investments and ideas how to save on income taxes. You leave with an understanding that money management is not only relatively simple, but can also be fun. Enrollment limited. This seminar is part of the Personal Finance Series. Advance enrollment is highly recommended. Single admission at the door, space permitting; payment by credit card only. Internet access required to retrieve course materials. Reg# CA Through Dec 30: $95 / After: $105 Reg# CA (Special Rate for UCLA Extension Certificate Students) Fee: $55 Westwood: 216 Extension Lindbrook Center Sat 9am-3pm, Jan 30, 1 mtg Salvatore John Iannotti, MBA, CCIM, Financial Planning Certificate, UCLA Extension; Vice President of Finance, Mona Marshall Enterprises Creating and Maintaining Your Personal Budget Management 0.6 CEU Includes course materials. Creating and maintaining a budget is vital for successfully managing your personal finances. Before you start, you must recognize where your money is coming from, how much is there, and where it is all going. In this 1-day seminar, participants learn key steps for putting together a budgeting plan, including gathering and recording sources of income, breaking expenses into 2 categories (fixed and variable), and methods for tracking the budget flow. Web-based resources and computer-based budgeting software also are covered. Leave the class with a clearer picture of your statement of personal cash flows and an action plan for creating a sustainable, long-term personal budget. This seminar is part of the Personal Finance Sequence. Early enrollment is highly recommended. Participants may enroll at the door, space permitting, with payment by credit card only. Internet access required to retrieve course materials. Reg# CA Through Jan 20: $95 / After: $105 Reg# CA (Special Rate for UCLA Extension Certificate Students) Fee: $55 Westwood: 201 Extension Lindbrook Center Sat 9am-3pm, Feb 20, 1 mtg Steven L. Gail, BA, Registered Option Principal, Amerivet Securities, Inc. Practical Investing Management 0.6 CEU Includes course materials. Learn about your investments and how to construct a more effective portfolio in this one-day seminar. Participants are provided with an overview of key investment fundamentals and then learn how to apply these principles. Topics include risk/reward profiles, portfolio construction using multiple asset classes, tax strategies (mutual funds vs. ETFs, tax advantaged accounts), basic statistical measurements, and using macro-economic analysis for investment decision making. Socially responsible investing, ethics, and the role of the financial advisor also are covered. Students leave the class with a better understanding of how to apply practical investment concepts to achieve long-term financial goals. Enrollment limited. Early enrollment is highly recommended. Participants may enroll at the door, space permitting, with payment by credit card only. Internet access required to retrieve course materials. Reg# CA Through Feb 12: $95 / After: $105 Reg# CA (Special Rate for UCLA Extension Certificate Students) Fee: $55 Westwood: 111 Extension Gayley Center, Sat 9am-3pm, Mar 12, 1 mtg Fundraising & Nonprofit Management For more information call (310) or fundraising@uclaextension.edu. For online technical requirements see page 4. Fundraising Principles of Fundraising m X Public Policy 4 units This survey course explores various fundraising strategies 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, corporations, 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 course toward Fundraising and Nonprofit Management Certificates and recommended to take as initial course. Enrollment limited to 25 students. Early enrollment advised. & kkk