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.
Fall
Winter
Spring
Summer
Remote Instruction
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.Winter 2021 Schedule
Available Format(s):
These courses have regular meeting times and are fully online, via remote instruction. Click “See Details” below for more information.
Enrollment Closed
-
Wednesday 6:30PM PT - 9:30PM PT
Location:
Online
Instructor:
Steve Minihan
377971
Fee:
$765.00
Notes
Visitors not permitted. Internet access required. Materials required.
Refund Deadline
No refunds after January 19, 2021
Course Requirements
Kaplan
ISBN 9781475431773
Course syllabus not yet available
Schedule
Type
Date
Time
Location
Lecture
Wed Jan 6, 2021
6:30PM PT - 9:30PM PT
Online
Lecture
Wed Jan 13, 2021
6:30PM PT - 9:30PM PT
Online
Lecture
Wed Jan 20, 2021
6:30PM PT - 9:30PM PT
Online
Lecture
Wed Jan 27, 2021
6:30PM PT - 9:30PM PT
Online
Lecture
Wed Feb 3, 2021
6:30PM PT - 9:30PM PT
Online
Lecture
Wed Feb 10, 2021
6:30PM PT - 9:30PM PT
Online
Lecture
Wed Feb 17, 2021
6:30PM PT - 9:30PM PT
Online
Lecture
Wed Feb 24, 2021
6:30PM PT - 9:30PM PT
Online
Lecture
Wed Mar 3, 2021
6:30PM PT - 9:30PM PT
Online
Lecture
Wed Mar 10, 2021
6:30PM PT - 9:30PM PT
Online
Lecture
Wed Mar 17, 2021
6:30PM PT - 9:30PM PT
Online
Available Format(s):
These courses are fully online and have no regular meeting times.
Future Offering (Opens February 01, 2021 12:00:00 AM)
-
This section has no set meeting times.
379522
Fee:
$765.00
Notes
Visitors not permitted. Internet access required. Materials required.
Refund Deadline
No refunds after April 02, 2021
Course Requirements
Kaplan
ISBN 9781475431773
Course syllabus not yet available
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