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
Starting at $765.00
As few as 12 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.

Fall 2020 Schedule

Available Format(s):

Hybrid courses have both regular remote meeting times and online instruction. Click “See Details” for more information.

Available
-
Tuesday 6:30PM PT - 8:30PM PT
Location: Online
Instructor: Robert Watson
376232
Fee:
$765.00
9 days left. Enroll by Sep 29, 2020
See Details
Notes

Enrollment limited. Internet access required. Materials required.

Refund Deadline
No refunds after October 12, 2020
Course Requirements
Schedule
Type
Date
Time
Location
Online
Tue Sep 29, 2020
6:30PM PT - 8:30PM PT
Online
Online
Tue Oct 6, 2020
6:30PM PT - 8:30PM PT
Online
Online
Tue Oct 13, 2020
6:30PM PT - 8:30PM PT
Online
Online
Tue Oct 20, 2020
6:30PM PT - 8:30PM PT
Online
Online
Tue Oct 27, 2020
6:30PM PT - 8:30PM PT
Online
Online
Tue Nov 3, 2020
6:30PM PT - 8:30PM PT
Online
Online
Tue Nov 10, 2020
6:30PM PT - 8:30PM PT
Online
Online
Tue Nov 17, 2020
6:30PM PT - 8:30PM PT
Online
Online
Tue Nov 24, 2020
6:30PM PT - 8:30PM PT
Online
Online
Tue Dec 1, 2020
6:30PM PT - 8:30PM PT
Online
Online
Tue Dec 8, 2020
6:30PM PT - 8:30PM PT
Online
Online
Tue Dec 15, 2020
6:30PM PT - 8:30PM PT
Online

Contact Us

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