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
Hybrid
Starting at $855.00
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.

Spring 2024 Schedule

Date & Time
Details
Format
 
-
This section has no set meeting times.
Enrollment Closed
See Details
Instructor: Robert Watson
396816
Fee:
$855.00
Onlineformat icon
Notes

Enrollment limited. Internet access required. Materials required.

Refund Deadline
No refunds after April 05, 2024
Course Requirements
Book: Investments: An Introduction (13th) by Herbert B. Mayo

Summer 2024 Schedule

Date & Time
Details
Format
 
-
Thursday 6:30PM - 8:30PM PT
Future Offering (Opens April 29, 2024 12:00:00 AM)
See Details
398231
Fee:
$855.00
Hybridformat icon
Location: UCLA , Remote Classroom
Notes

No meeting July 4, 2024.

Enrollment limited. Internet access required. Materials required.

This hybrid section is made up of In Person and Online instruction.

International Students: This hybrid section is considered In Person for immigration purposes.

Refund Deadline
No refunds after July 10, 2024
Course Requirements
Schedule
Type
Date
Time
Location
Discussion
Thu Jun 27, 2024
6:30PM PT - 8:30PM PT
UCLA
Dodd Hall 167
Discussion
Thu Jul 11, 2024
6:30PM PT - 8:30PM PT
UCLA
Dodd Hall 167
Discussion
Thu Jul 18, 2024
6:30PM PT - 8:30PM PT
UCLA
Dodd Hall 167
Discussion
Thu Jul 25, 2024
6:30PM PT - 8:30PM PT
UCLA
Dodd Hall 167
Discussion
Thu Aug 1, 2024
6:30PM PT - 8:30PM PT
UCLA
Dodd Hall 167
Discussion
Thu Aug 8, 2024
6:30PM PT - 8:30PM PT
UCLA
Dodd Hall 167
Discussion
Thu Aug 15, 2024
6:30PM PT - 8:30PM PT
Remote Classroom
Discussion
Thu Aug 22, 2024
6:30PM PT - 8:30PM PT
Remote Classroom
Discussion
Thu Aug 29, 2024
6:30PM PT - 8:30PM PT
Remote Classroom
Discussion
Thu Sep 5, 2024
6:30PM PT - 8:30PM PT
Remote Classroom
Discussion
Thu Sep 12, 2024
6:30PM PT - 8:30PM PT
Remote Classroom

Contact Us

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

This course applies towards the following certificates & specializations…

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