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
Online
Classroom
Starting at $765.00
As few as 11 weeks
4.0 Credits
3.6 CEUs

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 X 430.31 Survey of Personal Financial Planning. This course and X 430.31 Survey of Personal Financial Planning must be taken before all other courses in the Professional Designation in Personal Financial Planning.

Spring 2019 Schedule

These courses are fully online, and there are no in-person classroom meetings.

Enrollment Closed
-
Instructor: Dan Casey
366783
Fee:
$765.00
See Details
Notes
Enrollment limited. Materials required.
Refund Deadline
No refunds after April 7, 2019
Course Requirements

These courses meet in person and make use of an online presence to varying degrees.

Canceled
-
Wednesday 6:30PM - 9:30PM
Location: UCLA
Instructor: Stephen Minihan
366896
Fee:
$765.00
See Details
Notes
Visitors not permitted. Internet access required. Materials required.
Refund Deadline
No refunds after April 16, 2019
Course Requirements
Schedule
Type
Date
Time
Location
Lecture
Wed Apr 3, 2019
6:30PM - 9:30PM
UCLA
Dodd Hall 154
Lecture
Wed Apr 10, 2019
6:30PM - 9:30PM
UCLA
Dodd Hall 154
Lecture
Wed Apr 17, 2019
6:30PM - 9:30PM
UCLA
Dodd Hall 154
Lecture
Wed Apr 24, 2019
6:30PM - 9:30PM
UCLA
Dodd Hall 154
Lecture
Wed May 1, 2019
6:30PM - 9:30PM
UCLA
Dodd Hall 154
Lecture
Wed May 8, 2019
6:30PM - 9:30PM
UCLA
Dodd Hall 154
Lecture
Wed May 15, 2019
6:30PM - 9:30PM
UCLA
Dodd Hall 154
Lecture
Wed May 22, 2019
6:30PM - 9:30PM
UCLA
Dodd Hall 154
Lecture
Wed May 29, 2019
6:30PM - 9:30PM
UCLA
Dodd Hall 154
Lecture
Wed Jun 5, 2019
6:30PM - 9:30PM
UCLA
Dodd Hall 154
Lecture
Wed Jun 12, 2019
6:30PM - 9:30PM
UCLA
Dodd Hall 154

These courses are fully online, and there are no in-person classroom meetings.

Future Offering (Opens 29 Apr 2019 12:00:00 AM)
-
Instructor: Dan Casey
368176
Fee:
$765.00
See Details
Notes
Enrollment limited. Materials required.
Refund Deadline
No refunds after July 2, 2019
Course Requirements

Contact Us

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