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
Hybrid (In-Person)
Starting at $795.00
As few as 12 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.

Fall 2022 Schedule

Date & Time
Details
Format
 
-
Monday 6:30PM - 9:30PM PT
Enrollment Closed
See Details
Instructor: Steve Minihan
388573
Fee:
$795.00
Hybrid (In-Person)format icon
Location: UCLA , Remote Classroom
Notes

Visitors not permitted. Internet access required. Materials required.

Refund Deadline
No refunds after October 02, 2022
Course Requirements
Understanding Your Financial Calculator (6thEdition)
Schedule
Type
Date
Time
Location
Lecture
Mon Sep 19, 2022
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 170
Lecture
Mon Sep 26, 2022
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 170
Lecture
Mon Oct 3, 2022
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 170
Lecture
Mon Oct 10, 2022
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 170
Lecture
Mon Oct 17, 2022
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 170
Lecture
Mon Oct 24, 2022
6:30PM PT - 9:30PM PT
Remote Classroom
Lecture
Mon Oct 31, 2022
6:30PM PT - 9:30PM PT
Remote Classroom
Lecture
Mon Nov 7, 2022
6:30PM PT - 9:30PM PT
Remote Classroom
Lecture
Mon Nov 14, 2022
6:30PM PT - 9:30PM PT
Remote Classroom
Lecture
Mon Nov 28, 2022
6:30PM PT - 9:30PM PT
Remote Classroom
Lecture
Mon Dec 5, 2022
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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