Learn about the wide variety of investment vehicles that may be included in a client’s portfolio
Assess the client’s tax considerations, economic factors, valuation methods, asset allocation techniques, and portfolio performance
Understand common stock valuation and performance measurements, features of fixed-income securities, derivatives, real assets, mutual funds, and foreign investments
About this course:
In this online course students learn about the wide variety of investment vehicles that may be included in a client's portfolio, as well as client assessment, tax considerations, economic factors, valuation methods, asset allocation techniques, portfolio performance evaluation, and more. The in-depth curriculum, which includes the use of textbooks and study guides, provides a client-centered, problem-solving methodology that includes case studies, homework assignments, application projects, and group study. The major topics covered are: -+ Security Markets -+ The Economic Environment -+ Investment Risk and Return -+ Common Stock Valuation and Performance Measurement -+ Security Analysis -+ Features of Fixed-Income Securities -+ Valuation and Analysis of Fixed-Income Investments -+ Derivatives -+ Real Assets -+ Mutual Funds and Foreign Investments
The UCLA Extension Accelerated Personal Financial Planning Program is a cohort based program enrollment is limited to those who have successfully completed the previous courses in the program.
Enrollment limited; enrollment prior to the first class required. Materials required.
The University of California Los Angeles offers this program in partnership with Kaplan Professional, the leading provider of financial planning education and exam prep. Kaplan has helped more than 20,000 financial professionals earn their CFP® certification. The Executive Certificate in Financial Planning program is designed for professionals in the financial, insurance, and banking fields, as well as those looking to change careers.
Self-study may not be enough to succeed on the CFP® exam. Our outstanding instructors know the CFP® exam curriculum and how to prepare for the exam, and the live classroom setting provides the structure and focus you need. You will not only learn the material, but also how to apply it on exam day.