Investments in Personal Financial Planning
Investments in Personal Financial Planning
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
In Person
Hybrid
Cost
Starting at $905.00
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What you can learn.
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.
Summer 2026 Schedule
Date
Details
Format
-
Tuesday 6:30PM - 9:30PM PT
REG#
408948
Fee:
$905.00
In Person
UCLA
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
Cengage Learning
ISBN 9780357127957
Course syllabus not yet available.
Schedule
Type
Date
Time
Location
Lecture
Tue Jun 23, 2026
6:30PM PT - 9:30PM PT
UCLA
Haines Hall A25
Haines Hall A25
Lecture
Tue Jun 30, 2026
6:30PM PT - 9:30PM PT
UCLA
Haines Hall A25
Haines Hall A25
Lecture
Tue Jul 7, 2026
6:30PM PT - 9:30PM PT
UCLA
Haines Hall A25
Haines Hall A25
Lecture
Tue Jul 14, 2026
6:30PM PT - 9:30PM PT
UCLA
Haines Hall A25
Haines Hall A25
Lecture
Tue Jul 21, 2026
6:30PM PT - 9:30PM PT
UCLA
Haines Hall A25
Haines Hall A25
Lecture
Tue Jul 28, 2026
6:30PM PT - 9:30PM PT
UCLA
Haines Hall A25
Haines Hall A25
Lecture
Tue Aug 4, 2026
6:30PM PT - 9:30PM PT
UCLA
Haines Hall A25
Haines Hall A25
Lecture
Tue Aug 11, 2026
6:30PM PT - 9:30PM PT
UCLA
Haines Hall A25
Haines Hall A25
Lecture
Tue Aug 18, 2026
6:30PM PT - 9:30PM PT
UCLA
Haines Hall A25
Haines Hall A25
Lecture
Tue Aug 25, 2026
6:30PM PT - 9:30PM PT
UCLA
Haines Hall A25
Haines Hall A25
Lecture
Tue Sep 1, 2026
6:30PM PT - 9:30PM PT
UCLA
Haines Hall A25
Haines Hall A25
Fall 2026 Schedule
Date
Details
Format
-
Wednesday, Thursday 6:00PM - 9:00PM PT
Hybrid
UCLA
Remote Classroom
Notes
Enrollment limited. Internet access required. Materials required.
This hybrid section is made up of In Person and Online instruction.
International Students: This hybrid section is considered In Person for immigration purposes.
Deadline
No refunds after September 16, 2026
Course Requirements
Book:
Investments:An Introduction (13th)
by Herbert B. Mayo
Cengage Learning
ISBN 9780357127957
Schedule
Type
Date
Time
Location
Lecture
Wed Sep 23, 2026
6:00PM PT - 9:00PM PT
UCLA
Dodd Hall
Dodd Hall
Lecture
Wed Oct 14, 2026
6:00PM PT - 9:00PM PT
UCLA
Dodd Hall
Dodd Hall
Lecture
Wed Oct 21, 2026
6:00PM PT - 9:00PM PT
UCLA
Dodd Hall
Dodd Hall
Lecture
Wed Oct 28, 2026
6:00PM PT - 9:00PM PT
UCLA
Dodd Hall
Dodd Hall
Lecture
Wed Nov 4, 2026
6:00PM PT - 9:00PM PT
UCLA
Dodd Hall
Dodd Hall
Lecture
Thu Nov 12, 2026
6:00PM PT - 9:00PM PT
Remote Classroom
Lecture
Wed Nov 18, 2026
6:00PM PT - 9:00PM PT
Remote Classroom
Lecture
Wed Nov 25, 2026
6:00PM PT - 9:00PM PT
Remote Classroom
Lecture
Wed Dec 2, 2026
6:00PM PT - 9:00PM PT
UCLA
Dodd Hall
Dodd Hall
Lecture
Wed Dec 9, 2026
6:00PM PT - 9:00PM PT
UCLA
Dodd Hall
Dodd Hall
This course applies toward the following programs
Personal Financial Planning
certificate
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.