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Investments in Personal Financial Planning

couple meeting with an investment advisor
MGMT X 430.32

This course introduces various market theories and the analysis of business cycles, analysis of individual companies and market analysis.

Typically Available
Fall
Winter
Spring
Summer
Duration
As few as 11 weeks
Units
4.0
Current Formats
Online
In Person
Cost
Starting at $905.00

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What you can learn.

Examine of the role of various investment vehicles in meeting financial goals
Understand the securities markets and additional sources of information
Learn about alternative instruments, including options, warrants, convertibles, commodity futures, mutual funds, and tangibles

About This Course

An examination of the role of various investment vehicles in meeting financial goals, securities markets, sources of information about the various instruments traded and the procedure of trades. This course introduces various market theories, including modern portfolio theory and the extension to this theory by Markowitz and Sharpe. Other topics include the analysis of business cycles; market analysis; analysis of individual companies; the market in debt instruments; and alternative instruments, including options, warrants, convertibles, commodity futures, mutual funds and tangibles.
Prerequisites
MGMT X 430.391 Financial Analysis in Personal Financial Planning and MGMT X 430.31 Survey of Personal Financial Planning, or consent of instructor.

Spring 2026 Schedule

Date
Details
Format
 
-
This section has no set meeting times.
Instructor:
REG#
407742
Fee:
$905.00
Onlineformat icon
Updating...
Notes

Enrollment limited. Internet access required. Materials required.

Deadline
Refunds only available from February 02, 2026 to April 12, 2026
Course Requirements
Book: Investments: An Introduction (13th) by Herbert B. Mayo
Course syllabus not yet available.

Summer 2026 Schedule

Date
Details
Format
 
-
Tuesday 6:30PM - 9:30PM PT
REG#
408948
Fee:
$905.00
In Personformat icon
UCLA
Updating...
Notes

Enrollment limited. Internet access required. Materials required. 

 

 

Deadline
Refunds only available from April 27, 2026 to July 05, 2026
Course Requirements
Book: Investments:An Introduction (13th) by Herbert B. Mayo
Schedule
Type
Date
Time
Location
Lecture
Tue Jun 23, 2026
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Tue Jun 30, 2026
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Tue Jul 7, 2026
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Tue Jul 14, 2026
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Tue Jul 21, 2026
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Tue Jul 28, 2026
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Tue Aug 4, 2026
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Tue Aug 11, 2026
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Tue Aug 18, 2026
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Tue Aug 25, 2026
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Tue Sep 1, 2026
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall

This course applies toward the following programs

certificate Fully prepare for CFP® Certification (Certified Financial Planner) and learn relevant trends and practices in the financial planning field.

Fully prepare for CFP® Certification (Certified Financial Planner) and learn relevant trends and practices in the financial planning field.