Investment Planning

MGMT X 430.512

The major topics covered in this course are security markets, reading the economic environment, and evaluating investment risk and return.

READ MORE ABOUT THIS COURSE

Please note: This accelerated course is restricted to students in the Personal Financial Planning: Accelerated Online certificate program only.

What you can learn.

  • 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

Contact Us

Speak to a program representative. Hours: Mon-Fri, 8am-5pm.
Keep up to date on the latest news and offerings in Personal Financial Planning

vector icon of building

Corporate Education

Learn how we can help your organization meet its professional development goals and corporate training needs.

Learn More

vector icon of building

Donate to UCLA Extension

Support our many efforts to reach communities in need.

Innovation Programs

Student Scholarships

Coding Boot Camp

Lifelong Learning