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
Classroom
Online
Starting at $765.00
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.

Winter 2020 Schedule

Available Format(s):

These courses are fully online, and there are no in-person classroom meetings.

Available
-
Instructor: Robert Watson
371412
Fee:
$765.00
58 days left. Enroll by Jan 8, 2020
See Details
Notes

Enrollment limited. Materials required.

Refund Deadline
No refunds after January 12, 2020
Course Requirements
Course syllabus not yet available

These courses meet in person and make use of an online presence to varying degrees.

Available
-
Tuesday 6:30PM - 9:30PM
Location: UCLA
Instructor: Todd Davidson
371039
Fee:
$765.00
57 days left. Enroll by Jan 7, 2020
See Details
Notes

Visitors not permitted. Internet access required. Materials required.

Refund Deadline
No refunds after January 21, 2020
Course Requirements
Course syllabus not yet available
Schedule
Type
Date
Time
Location
Lecture
Tue Jan 7, 2020
6:30PM - 9:30PM
UCLA
Dodd Hall 178
Lecture
Tue Jan 14, 2020
6:30PM - 9:30PM
UCLA
Dodd Hall 178
Lecture
Tue Jan 21, 2020
6:30PM - 9:30PM
UCLA
Dodd Hall 178
Lecture
Tue Jan 28, 2020
6:30PM - 9:30PM
UCLA
Dodd Hall 178
Lecture
Tue Feb 4, 2020
6:30PM - 9:30PM
UCLA
Dodd Hall 178
Lecture
Tue Feb 11, 2020
6:30PM - 9:30PM
UCLA
Dodd Hall 178
Lecture
Tue Feb 18, 2020
6:30PM - 9:30PM
UCLA
Dodd Hall 178
Lecture
Tue Feb 25, 2020
6:30PM - 9:30PM
UCLA
Dodd Hall 178
Lecture
Tue Mar 3, 2020
6:30PM - 9:30PM
UCLA
Dodd Hall 178
Lecture
Tue Mar 10, 2020
6:30PM - 9:30PM
UCLA
Dodd Hall 178
Lecture
Tue Mar 17, 2020
6:30PM - 9:30PM
UCLA
Dodd Hall 178

Contact Us

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