Investments in Personal Financial Planning

MGMT X 430.32

This course introduces various market theories and the analysis of business cycles, analysis of individual companies and market analysis.

READ MORE ABOUT THIS COURSE
Fall
Winter
Spring
Summer
Online
Starting at $765.00
As few as 11 weeks
4.0

What you can learn.

  • Examine of the role of various investment vehicles in meeting financial goals
  • Understand the securities markets and additional sources of information
  • Learn about alternative instruments, including options, warrants, convertibles, commodity futures, mutual funds, and tangibles

About this course:

An examination of the role of various investment vehicles in meeting financial goals, securities markets, sources of information about the various instruments traded, and the procedure of trades. This course introduces various market theories, including modern portfolio theory and the extension to this theory by Markowitz and Sharpe. Other topics include the analysis of business cycles; market analysis; analysis of individual companies; the market in debt instruments; and alternative instruments, including options, warrants, convertibles, commodity futures, mutual funds, and tangibles.
Prerequisites
MGMT X 430.391 Financial Analysis in Personal Financial Planning and MGMT X 430.31 Survey of Personal Financial Planning or consent of instructor.

Fall 2020 Schedule

Available Format(s):

These courses are fully online and have no regular meeting times.

Available
-
This section has no set meeting times.
Instructor: Robert Watson
376139
Fee:
$765.00
8 days left. Enroll by Sep 28, 2020
See Details
Notes

Enrollment limited. Internet access required. Materials required.

Refund Deadline
No refunds after October 02, 2020
Course Requirements

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