Survey of Personal Financial Planning

MGMT X 430.31

This course prepares you for learning the details of the financial planning process. Whether you are looking to sit for the CFP exam or enhance your personal understanding, this is the starting point.

READ MORE ABOUT THIS COURSE
Fall
Winter
Spring
Summer
Hybrid (In-Person)
Starting at $820.00
As few as 11 weeks
4.0

What you can learn.

  • Understand qualitative and quantitative methods used in the financial planning decision-making process
  • Learn the principles of income taxation, investment analysis, insurance, retirement plans, estate planning, and cash-flow management

About this course:

This course introduces students to the profession of personal financial planning, emphasizing the identification and quantification of financial objectives and the interrelated facets of a wide range of technical personal financial planning material. The course is intended for individuals who wish to become practitioners in financial planning, those considering a career transition, and for professionals currently in the financial services industry seeking to advance their careers--bankers, insurance and security brokers, investment and financial advisors, real estate professionals, CPAs, trust officers, and attorneys. Topics include qualitative and quantitative methods used in the financial planning decision-making process. Additionally, the course covers principles of income taxation, investment analysis and procedure, insurance, employment benefit plans, estate planning, cash-flow management, ethics, strategies, and processes of professional practice.

Spring 2023 Schedule

Date & Time
Details
Format
 
-
Wednesday 6:30PM - 9:30PM PT
Available
See Details
Instructor: William Nugent
391353
Fee:
$820.00
Hybrid (In-Person)format icon
Location: Remote Classroom , UCLA
ENROLL BY: Apr 5, 2023
See Details
Notes

Enrollment limited. Internet access required. Materials required.

Refund Deadline
No refunds after April 18, 2023
Course Requirements
Schedule
Type
Date
Time
Location
Lecture
Wed Apr 5, 2023
6:30PM PT - 9:30PM PT
UCLA
School of Public Affairs Bldg. 1337
Lecture
Wed Apr 12, 2023
6:30PM PT - 9:30PM PT
UCLA
School of Public Affairs Bldg. 1337
Lecture
Wed Apr 19, 2023
6:30PM PT - 9:30PM PT
UCLA
School of Public Affairs Bldg. 1337
Lecture
Wed Apr 26, 2023
6:30PM PT - 9:30PM PT
UCLA
School of Public Affairs Bldg. 1337
Lecture
Wed May 3, 2023
6:30PM PT - 9:30PM PT
UCLA
School of Public Affairs Bldg. 1337
Lecture
Wed May 10, 2023
6:30PM PT - 9:30PM PT
UCLA
School of Public Affairs Bldg. 1337
Lecture
Wed May 17, 2023
6:30PM PT - 9:30PM PT
UCLA
School of Public Affairs Bldg. 1337
Lecture
Wed May 24, 2023
6:30PM PT - 9:30PM PT
Remote Classroom
Lecture
Wed May 31, 2023
6:30PM PT - 9:30PM PT
Remote Classroom
Lecture
Wed Jun 7, 2023
6:30PM PT - 9:30PM PT
Remote Classroom
Lecture
Wed Jun 14, 2023
6:30PM PT - 9:30PM 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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