Personal Finance Certificate of Career Preparation

Cost: $1,494
Length: 18 weeks
Working 6 months later: Not reported

Program names and program descriptions appear here in English, because that is the only language the federal and state records publish them in. Occupation titles are translated where O*NET publishes a Spanish name. Everything else on this page is translated.

What happened to people who took this

People enrolled: 25

No completion rate, employment rate or earnings figure for this program

The federal record for this program carries a count of people and no figures beside it. That is a fact about the program's reporting, not evidence that it works or does not.

The job this trains for

This describes the jobs people do, not the classes this program teaches. It comes from the U.S. Department of Labor, which asks people already doing the work. The Department publishes it in English only, so the job names and the sentences below stay in English on this page.

No regional figures for this program

This program's ZIP code reaches into more than one of the labor-market areas California publishes, and nothing in the state's own area titles says which one it belongs to. Either answer would look exactly like a correct answer here, so neither is given and the statewide figures stand alone.

Personal Financial Advisors

Job ads may call this: Wealth Advisor · Wealth Manager · Financial Advisor · Financial Planner

Some of what people in this job do. The Department rates how important each one is, and they appear in that order.

Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
Answer clients' questions about the purposes and details of financial plans and strategies.
Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.

Show 4 more things this job involves

Manage client portfolios, keeping client plans up-to-date.
Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.
Recommend financial products, such as stocks, bonds, mutual funds, or insurance.
Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation.

Typical pay in California: $132,516per year
Projected openings: 28,210
Projected change: +9.4%
Usually needs: Bachelor's degree

Getting in

Experience needed first: None
Training after you are hired: More than a year

New hires are trained on the job for more than a year after they start. The classroom part is the beginning of this work, not the whole of it.

These are the federal government's answers for the occupation, not rules this provider sets. California publishes the same two answers for every one of these jobs.

Program details

This is a hybrid or blended program providing both in-person and online instruction.

Demonstrate an awareness of ways to think about solving financial issues as applied to household decision making and to areas of income tax and estate planning, retirement, investments, and portfolio and risk management. Develops a fundamental awareness of ways to think about solving financial questions, of applying financial principles to householddecision making and of integrating the areas of income tax and estate planning, retirement, investments portfolio and risk management,emphasizes the use of basic mathematics to perform typical business calculations, including computations in simple andcompound interest, present and future value of money, commissions, bank reconciliations, annuities, payroll taxes and withholding, insurance, investments; familiarization with the financial marketplace, its language and its publication; the role of finance and investment as a major component of our nations economy; investment strategies, returns and risk.

Provider's home page →

We could not reach the page in the federal record when we checked on 2026-08-17, so this links to the provider's home page instead.

Someone else may be able to pay for this

This program was on California's Eligible Training Provider List when the state last reported it to the U.S. Department of Labor (2026-09-18). Programs on that list can be paid for through an Individual Training Account. Listings are renewed periodically and can lapse, so a program listed when the state last reported may not be listed today. Ask before you rely on it.

Ask before you enroll, not after

The order the rules set out starts at the center rather than at the school. Before a center can find somebody eligible for training services it has to gather enough to decide, at a minimum through an interview, evaluation or assessment and career planning. Referring a person to the provider they have chosen and setting up the account both come after that, and both are the center's to do — the account is a payment agreement with the training provider, and it is the provider that is paid through it. So the call belongs before enrolling and before paying. Anyone who has already done either should still ask, and ask what it means for them.

The place to ask is an America's Job Center of California

Blythe Workforce Development Satellite CenterAffiliate site
Phone: 760-921-5073
1 College DriveP.E. BuildingBlythe, CA 92225about 10.2 miles away
Hours: Monday -Friday, 8:00 am -5:00 pm
Has a veterans' representative

At a comprehensive center all the required partner programs can be reached; an affiliate site offers some of them. Distances are straight-line, so the drive is longer. Call before you travel: opening hours here are as the federal directory published them, and the state notes its own staff are not present at every location.

Find a center anywhere in California, and check what is on the list today:
CareerOneStop — American Job Center Finder (U.S. DOL) · California EDD — Office Locator · California EDD — Eligible Training Provider List

How this gets paid for, and what to ask →

Whether a person can have a program paid for is decided by their local workforce development board and the America's Job Center staff who interview them — not by this site, and not by the training provider. California has 45 local workforce development areas and each sets its own policies, so the answer can differ between two people in neighboring counties. Nothing here is a promise of funding or a determination of eligibility.

The rules cited here, and the state and federal sites linked to, are published in English.

How this site gets its figures, and what they do not tell you →