Survey of Personal Financial Planning

MGMT X 430.31

This course prepares you for learning the details of the financial planning process. Whether you are looking to sit for the CFP exam or enhance your personal understanding, this is the starting point.

READ MORE ABOUT THIS COURSE
Fall
Winter
Spring
Summer
In Person
Live Online
Starting at $855.00
As few as 11 weeks
4.0

What you can learn.

  • Understand qualitative and quantitative methods used in the financial planning decision-making process
  • Learn the principles of income taxation, investment analysis, insurance, retirement plans, estate planning, and cash-flow management

About this course:

This course introduces students to the profession of personal financial planning, emphasizing the identification and quantification of financial objectives and the interrelated facets of a wide range of technical personal financial planning material. The course is intended for individuals who wish to become practitioners in financial planning, those considering a career transition, and for professionals currently in the financial services industry seeking to advance their careers--bankers, insurance and security brokers, investment and financial advisors, real estate professionals, CPAs, trust officers and attorneys. Topics include qualitative and quantitative methods used in the financial planning decision-making process. Additionally, the course covers principles of income taxation, investment analysis and procedure, insurance, employment benefit plans, estate planning, cash-flow management, ethics, strategies and processes of professional practice.

Winter 2025 Schedule

Date & Time
Details
Format
 
-
Tuesday 6:30PM - 8:30PM PT
Available
See Details
Instructor: Hamy Sharifi
400947
Fee:
$855.00
In Personformat icon
Location: 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.

Refund Deadline
No refunds after January 20, 2025
Course Requirements
Course syllabus not yet available.
Schedule
Type
Date
Time
Location
Lecture
Tue Jan 7, 2025
6:30PM PT - 8:30PM PT
UCLA
School of Public Affairs Bldg. 1337
Lecture
Tue Jan 14, 2025
6:30PM PT - 8:30PM PT
UCLA
School of Public Affairs Bldg. 1337
Lecture
Tue Jan 21, 2025
6:30PM PT - 8:30PM PT
UCLA
School of Public Affairs Bldg. 1337
Lecture
Tue Jan 28, 2025
6:30PM PT - 8:30PM PT
UCLA
School of Public Affairs Bldg. 1337
Lecture
Tue Feb 4, 2025
6:30PM PT - 8:30PM PT
UCLA
School of Public Affairs Bldg. 1337
Lecture
Tue Feb 11, 2025
6:30PM PT - 8:30PM PT
UCLA
School of Public Affairs Bldg. 1337
Lecture
Tue Feb 18, 2025
6:30PM PT - 8:30PM PT
Remote Classroom
Lecture
Tue Feb 25, 2025
6:30PM PT - 8:30PM PT
Remote Classroom
Lecture
Tue Mar 4, 2025
6:30PM PT - 8:30PM PT
Remote Classroom
Lecture
Tue Mar 11, 2025
6:30PM PT - 8:30PM PT
Remote Classroom
Lecture
Tue Mar 18, 2025
6:30PM PT - 8:30PM PT
Remote Classroom

Spring 2025 Schedule

Date & Time
Details
Format
 
-
Tuesday 6:30PM - 9:30PM PT
Future Offering (Opens February 03, 2025 12:00:00 AM)
See Details
Instructor: Gary Grewal
402493
Fee:
$855.00
Live Onlineformat icon
Location: Remote Classroom
Notes

Enrollment limited. Internet access required. Materials required.

Refund Deadline
No refunds after April 13, 2025
Course Requirements
(Optional)
Schedule
Type
Date
Time
Location
Lecture
Tue Apr 1, 2025
6:30PM PT - 9:30PM PT
Remote Classroom
Lecture
Tue Apr 8, 2025
6:30PM PT - 9:30PM PT
Remote Classroom
Lecture
Tue Apr 15, 2025
6:30PM PT - 9:30PM PT
Remote Classroom
Lecture
Tue Apr 22, 2025
6:30PM PT - 9:30PM PT
Remote Classroom
Lecture
Tue Apr 29, 2025
6:30PM PT - 9:30PM PT
Remote Classroom
Lecture
Tue May 6, 2025
6:30PM PT - 9:30PM PT
Remote Classroom
Lecture
Tue May 13, 2025
6:30PM PT - 9:30PM PT
Remote Classroom
Lecture
Tue May 20, 2025
6:30PM PT - 9:30PM PT
Remote Classroom
Lecture
Tue May 27, 2025
6:30PM PT - 9:30PM PT
Remote Classroom
Lecture
Tue Jun 3, 2025
6:30PM PT - 9:30PM PT
Remote Classroom
Lecture
Tue Jun 10, 2025
6:30PM PT - 9:30PM PT
Remote Classroom

Contact Us

Speak to a program representative. Hours: Mon-Fri, 8am-5pm.

This course applies towards the following certificates & specializations…

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