Investments in Personal Financial Planning

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MGMNT X 430.32

4.00 units

Reg. # Status Location Start Date Qtr/Yr Fee
266416W Open UCLAUCLA: 178 Dodd Hall
6/22/2016 SU 16 $615 Add to Cart

34 hours of MCLE credit available.

An examination of the role of various investment vehicles in meeting financial goals, securities markets, and sources of information about the various instruments traded, and the procedure of trades. This course introduces various market theories, including modern portfolio theory and the extension to this theory by Markowitz and Sharpe. Other topics include the analysis of business cycles, market analysis, analysis of individual companies, the market in debt instruments, and alternative instruments, including options, warrants, convertibles, commodity futures, mutual funds, and tangibles.

Prerequisite: X 430.31 Survey of Personal Financial Planning and X 430.391 Financial Analysis in Personal Financial Planning, or consent of instructor.

Required course in the Personal Financial Planning Certificate.

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