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 (Remote)
Hybrid
Starting at $855.00
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 2024 Schedule

Date & Time
Details
Format
 
-
Tuesday 6:30PM - 8:30PM PT
Enrollment Closed
See Details
Instructor: Gary Grewal
396815
Fee:
$855.00
Hybrid (Remote)format icon
Location: Remote Classroom
Notes

Enrollment limited. Internet access required. Materials required.

Refund Deadline
No refunds after April 15, 2024
Course Requirements
Wealthy Barber(3rd edition)
Schedule
Type
Date
Time
Location
Lecture
Tue Apr 2, 2024
6:30PM PT - 8:30PM PT
Remote Classroom
Lecture
Tue Apr 9, 2024
6:30PM PT - 8:30PM PT
Remote Classroom
Lecture
Tue Apr 16, 2024
6:30PM PT - 8:30PM PT
Remote Classroom
Lecture
Tue Apr 23, 2024
6:30PM PT - 8:30PM PT
Remote Classroom
Lecture
Tue Apr 30, 2024
6:30PM PT - 8:30PM PT
Remote Classroom
Lecture
Tue May 7, 2024
6:30PM PT - 8:30PM PT
Remote Classroom
Lecture
Tue May 14, 2024
6:30PM PT - 8:30PM PT
Remote Classroom
Lecture
Tue May 21, 2024
6:30PM PT - 8:30PM PT
Remote Classroom
Lecture
Tue May 28, 2024
6:30PM PT - 8:30PM PT
Remote Classroom
Lecture
Tue Jun 4, 2024
6:30PM PT - 8:30PM PT
Remote Classroom
Lecture
Tue Jun 11, 2024
6:30PM PT - 8:30PM PT
Remote Classroom

Summer 2024 Schedule

Date & Time
Details
Format
 
-
Tuesday 6:30PM - 8:30PM PT
Future Offering (Opens April 29, 2024 12:00:00 AM)
See Details
398040
Fee:
$855.00
Hybridformat icon
Location: Remote Classroom , UCLA
Notes

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 08, 2024
Course Requirements
Schedule
Type
Date
Time
Location
Lecture
Tue Jun 25, 2024
6:30PM PT - 8:30PM PT
UCLA
School of Public Affairs Bldg. 2242
Lecture
Tue Jul 2, 2024
6:30PM PT - 8:30PM PT
UCLA
School of Public Affairs Bldg. 2242
Lecture
Tue Jul 9, 2024
6:30PM PT - 8:30PM PT
UCLA
School of Public Affairs Bldg. 2242
Lecture
Tue Jul 16, 2024
6:30PM PT - 8:30PM PT
UCLA
School of Public Affairs Bldg. 2242
Lecture
Tue Jul 23, 2024
6:30PM PT - 8:30PM PT
UCLA
School of Public Affairs Bldg. 2242
Lecture
Tue Jul 30, 2024
6:30PM PT - 8:30PM PT
UCLA
School of Public Affairs Bldg. 2242
Lecture
Tue Aug 6, 2024
6:30PM PT - 8:30PM PT
Remote Classroom
Lecture
Tue Aug 13, 2024
6:30PM PT - 8:30PM PT
Remote Classroom
Lecture
Tue Aug 20, 2024
6:30PM PT - 8:30PM PT
Remote Classroom
Lecture
Tue Aug 27, 2024
6:30PM PT - 8:30PM PT
Remote Classroom
Lecture
Tue Sep 3, 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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