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
Online
Starting at $855.00
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.

Spring 2024 Schedule

Date & Time
Details
Format
 
-
Wednesday
Enrollment Closed
See Details
Instructor: Steve Minihan
396826
Fee:
$855.00
Hybridformat icon
Location: Remote Classroom , UCLA
Notes

Visitors not permitted. Internet access required. Materials required.

Refund Deadline
No refunds after April 16, 2024
Course Requirements
Understanding Your Financial Calculator (6thEdition)
Schedule
Type
Date
Time
Location
Lecture
Wed Apr 3, 2024
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 167
Lecture
Wed Apr 10, 2024
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 167
Lecture
Wed Apr 17, 2024
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 167
Lecture
Wed Apr 24, 2024
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 167
Lecture
Wed May 1, 2024
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 167
Lecture
Wed May 8, 2024
6:00PM PT - 9:00PM PT
Remote Classroom
Lecture
Wed May 15, 2024
6:00PM PT - 9:00PM PT
Remote Classroom
Lecture
Wed May 22, 2024
6:00PM PT - 9:00PM PT
Remote Classroom
Lecture
Wed May 29, 2024
6:00PM PT - 9:00PM PT
Remote Classroom
Lecture
Wed Jun 5, 2024
6:00PM PT - 9:00PM PT
Remote Classroom
Lecture
Wed Jun 12, 2024
6:00PM PT - 9:00PM PT
Remote Classroom

Summer 2024 Schedule

Date & Time
Details
Format
 
-
This section has no set meeting times.
Future Offering (Opens April 29, 2024 12:00:00 AM)
See Details
398268
Fee:
$855.00
Onlineformat icon
Notes

Internet access required. Materials required. Textbook is out of print, a PDF will be provided in the first module.

Refund Deadline
No refunds after June 28, 2024
Course Requirements

Contact Us

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

This course applies towards the following certificates & specializations…

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