Survey of Personal Financial Planning

Average rating: Rating: 4.5/5

MGMNT X 430.31

4.00 units

Reg. # Status Location Start Date Qtr/Yr Through 5/25 After 5/25
247104W Open online 6/25/2014 SU 14 $555 $605 Add to Cart
Reg. # Status Location Start Date Qtr/Yr Through 5/24 After 5/24
247098W Open UCLAUCLA: 170 Dodd Hall
6/24/2014 SU 14 $445 $489 Add to Cart

34 hours of MCLE credit available. 15 hours of California Department of Insurance Continuing Education credit available.

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. Principles of income taxation, investment analysis and procedure, insurance, employment benefit plans, estate planning, cash-flow management, ethics, strategies, and processes of professional practice are covered.

Required course in the Personal Financial Planning Certificate.

For More Information, please contact the Course Coordinator: