Financial Analysis in Personal Financial Planning

MGMT X 430.391

This course covers the basic analytic tools and mathematical techniques used in personal financial planning and introduces the economic concepts underlying the profession. An HP 12C calculator is required.

READ MORE ABOUT THIS COURSE
Fall
Winter
Spring
Summer
Online
Hybrid (In-Person)
Starting at $795.00
As few as 11 weeks
4.0

What you can learn.

  • Learn to calculate bond yields, the internal rate of return, net present value, basic statistics, and equity analysis
  • Understand the financial section of the newspaper and key economic concepts including the Federal Reserve System, economic indicators, recession, depression, inflation, deflation, supply and demand, and the money supply

About this course:

This course covers the basic analytic tools and mathematical techniques used in personal financial planning and introduces the economic concepts underlying the profession. Topics include percentage calculations, family cash flows, basic corporate financial statements, interest and compound growth, understanding the financial section of the newspaper, bond yield calculations, internal rate of return, net present value, basic statistics, and equity analysis. Economic concepts covered include national income accounting, the Federal Reserve System, economic indicators, recession, depression, inflation, deflation, supply and demand, and the money supply. An HP 12C calculator is required. May be taken concurrently with MGMT X 430.31 Survey of Personal Financial Planning. This course and MGMT X 430.31 Survey of Personal Financial Planning must be taken before all other courses in the Professional Designation in Personal Financial Planning.

Winter 2023 Schedule

Date & Time
Details
Format
 
-
This section has no set meeting times.
Enrollment Closed
See Details
Instructor: Dan Casey
389973
Fee:
$795.00
Onlineformat icon
Notes

Internet access required. Materials required.

Refund Deadline
No refunds after January 13, 2023
Course Requirements

Spring 2023 Schedule

Date & Time
Details
Format
 
-
Tuesday
Future Offering (Opens February 06, 2023 12:00:00 AM)
See Details
Instructor: Steve Minihan
391434
Fee:
$820.00
Hybrid (In-Person)format icon
Location: UCLA , Remote Classroom
Notes

Visitors not permitted. Internet access required. Materials required.

Refund Deadline
No refunds after April 17, 2023
Course Requirements
Understanding Your Financial Calculator (6thEdition)
Schedule
Type
Date
Time
Location
Lecture
Tue Apr 4, 2023
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 167
Lecture
Tue Apr 11, 2023
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 167
Lecture
Tue Apr 18, 2023
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 167
Lecture
Tue Apr 25, 2023
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 167
Lecture
Tue May 2, 2023
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 167
Lecture
Tue May 9, 2023
6:00PM PT - 9:00PM PT
Remote Classroom
Lecture
Tue May 16, 2023
6:00PM PT - 9:00PM PT
Remote Classroom
Lecture
Tue May 23, 2023
6:00PM PT - 9:00PM PT
Remote Classroom
Lecture
Tue May 30, 2023
6:00PM PT - 9:00PM PT
Remote Classroom
Lecture
Tue Jun 6, 2023
6:00PM PT - 9:00PM PT
Remote Classroom
Lecture
Tue Jun 13, 2023
6:00PM PT - 9:00PM 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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