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
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.

Spring 2020 Schedule

Available Format(s):

These courses are fully online and have no regular meeting times.

Wait List
-
This section has no set meeting times.
Instructor: Dan Casey
372978
Fee:
$765.00
See Details
Notes
Enrollment limited. Materials required.
Refund Deadline
No refunds after April 05, 2020
Course Requirements
Course syllabus not yet available.

Contact Us

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