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
Classroom
Starting at $765.00
As few as 11 weeks
4.0 Credits
3.6 CEUs

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, X 430.31 Survey of Personal Financial Planning. This course and X 430.31 Survey of Personal Financial Planning must be taken before all other courses in the Professional Designation in Personal Financial Planning.

Fall 2018 Schedule

These courses meet in person and make use of an online presence to varying degrees.

Available
-
Wednesday 6:30PM - 9:30PM
Location: UCLA
Instructor: Stephen Minihan
363700
Fee:
$765.00
6 days left. Enroll by Sep 26, 2018
See Details
Notes
Visitors not permitted. Internet access required. Materials required.
Refund Deadline
No refunds after October 10, 2018
Course Requirements
Schedule
Type
Date
Time
Location
Lecture
Wed Sep 26, 2018
6:30PM - 9:30PM
UCLA
Dodd Hall 170
Lecture
Wed Oct 3, 2018
6:30PM - 9:30PM
UCLA
Dodd Hall 170
Lecture
Wed Oct 10, 2018
6:30PM - 9:30PM
UCLA
Dodd Hall 170
Lecture
Wed Oct 17, 2018
6:30PM - 9:30PM
UCLA
Dodd Hall 170
Lecture
Wed Oct 24, 2018
6:30PM - 9:30PM
UCLA
Dodd Hall 170
Lecture
Wed Oct 31, 2018
6:30PM - 9:30PM
UCLA
Dodd Hall 170
Lecture
Wed Nov 7, 2018
6:30PM - 9:30PM
UCLA
Dodd Hall 170
Lecture
Wed Nov 14, 2018
6:30PM - 9:30PM
UCLA
Dodd Hall 170
Lecture
Wed Nov 21, 2018
6:30PM - 9:30PM
UCLA
Dodd Hall 170
Lecture
Wed Nov 28, 2018
6:30PM - 9:30PM
UCLA
Dodd Hall 170
Lecture
Wed Dec 5, 2018
6:30PM - 9:30PM
UCLA
Dodd Hall 170

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