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
In-Person
Starting at $820.00
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 2023 Schedule

Date & Time
Details
Format
 
-
This section has no set meeting times.
Available
See Details
Instructor: Steve Minihan
393967
Fee:
$855.00
Onlineformat icon
Still accepting enrollments
See Details
Notes

Enrollment limited. Internet access required. Materials required.

Refund Deadline
No refunds after September 29, 2023
Course Requirements
Book: Investments: An Introduction (13th) by Herbert B. Mayo

Winter 2024 Schedule

Date & Time
Details
Format
 
-
Thursday 6:30PM - 8:30PM PT
Future Offering (Opens November 06, 2023 12:00:00 AM)
See Details
395513
Fee:
$820.00
In-Personformat icon
Location: UCLA
Notes

Enrollment limited. Internet access required. Materials required.

Refund Deadline
No refunds after January 24, 2024
Course Requirements
Book: Investments: An Introduction (13th) by Herbert B. Mayo
Course syllabus not yet available.
Schedule
Type
Date
Time
Location
Discussion
Thu Jan 11, 2024
6:30PM PT - 8:30PM PT
UCLA
Dodd Hall
Discussion
Thu Jan 18, 2024
6:30PM PT - 8:30PM PT
UCLA
Dodd Hall
Discussion
Thu Jan 25, 2024
6:30PM PT - 8:30PM PT
UCLA
Dodd Hall
Discussion
Thu Feb 1, 2024
6:30PM PT - 8:30PM PT
UCLA
Dodd Hall
Discussion
Thu Feb 8, 2024
6:30PM PT - 8:30PM PT
UCLA
Dodd Hall
Discussion
Thu Feb 15, 2024
6:30PM PT - 8:30PM PT
UCLA
Dodd Hall
Discussion
Thu Feb 22, 2024
6:30PM PT - 8:30PM PT
UCLA
Dodd Hall
Discussion
Thu Feb 29, 2024
6:30PM PT - 8:30PM PT
UCLA
Dodd Hall
Discussion
Thu Mar 7, 2024
6:30PM PT - 8:30PM PT
UCLA
Dodd Hall
Discussion
Thu Mar 14, 2024
6:30PM PT - 8:30PM PT
UCLA
Dodd Hall
Discussion
Thu Mar 21, 2024
6:30PM PT - 8:30PM PT
UCLA
Dodd Hall

Contact Us

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

This course applies towards the following certificates & specializations…

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