Visitors not permitted. Internet access required. Materials required.
Financial Analysis in Personal Financial Planning
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.
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
Summer 2024 Schedule
Internet access required. Materials required. Textbook is out of print, a PDF will be provided in the first module.
This course applies towards the following certificates & specializations…
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