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
Remote Instruction
Starting at $765.00
As few as 11 weeks
4.0
3.6

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.

Fall 2021 Schedule

Date & Time
Details
Format
 
-
Wednesday 6:00PM - 9:00PM PT
Available
See Details
Instructor: Steve Minihan
382998
Fee:
$765.00
Remote Instructionformat icon
Location: Online
ENROLL BY: Sep 22, 2021
See Details
Notes

Visitors not permitted. Internet access required. Materials required.

Refund Deadline
No refunds after October 05, 2021
Course Requirements
Schedule
Type
Date
Time
Location
Lecture
Wed Sep 22, 2021
6:00PM PT - 9:00PM PT
Online
Lecture
Wed Sep 29, 2021
6:00PM PT - 9:00PM PT
Online
Lecture
Wed Oct 6, 2021
6:00PM PT - 9:00PM PT
Online
Lecture
Wed Oct 13, 2021
6:00PM PT - 9:00PM PT
Online
Lecture
Wed Oct 20, 2021
6:00PM PT - 9:00PM PT
Online
Lecture
Wed Oct 27, 2021
6:00PM PT - 9:00PM PT
Online
Lecture
Wed Nov 3, 2021
6:00PM PT - 9:00PM PT
Online
Lecture
Wed Nov 10, 2021
6:00PM PT - 9:00PM PT
Online
Lecture
Wed Nov 17, 2021
6:00PM PT - 9:00PM PT
Online
Lecture
Wed Nov 24, 2021
6:00PM PT - 9:00PM PT
Online
Lecture
Wed Dec 1, 2021
6:00PM PT - 9:00PM PT
Online

Contact Us

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