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
In-Person
Starting at $765.00
As few as 11 weeks
4.0
3.3

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 2022 Schedule

Date & Time
Details
Format
 
-
Tuesday 6:30PM - 9:30PM PT
Available
See Details
Instructor: Todd Davidson
384114
Fee:
$765.00
In-Personformat icon
Location: UCLA
Still accepting enrollments
See Details
Notes

Enrollment limited. Internet access required. Materials required.

Refund Deadline
No refunds after January 17, 2022
Course Requirements
Schedule
Type
Date
Time
Location
Lecture
Tue Jan 4, 2022
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 167
Lecture
Tue Jan 11, 2022
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 167
Lecture
Tue Jan 18, 2022
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 167
Lecture
Tue Jan 25, 2022
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 167
Lecture
Tue Feb 1, 2022
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 167
Lecture
Tue Feb 8, 2022
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 167
Lecture
Tue Feb 15, 2022
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 167
Lecture
Tue Feb 22, 2022
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 167
Lecture
Tue Mar 1, 2022
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 167
Lecture
Tue Mar 8, 2022
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 167
Lecture
Tue Mar 15, 2022
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 167

Contact Us

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

This course applies towards the following certificates & specializations…

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