Financial Analysis in Personal Financial Planning

Average rating: Rating: 4.5/5

MGMNT X 430.391

4.00 units

Reg. # Status Location Start Date Qtr/Yr Through 5/26 After 5/26
247570W Open UCLAUCLA: 154 Dodd Hall
6/26/2014 SU 14 $445 $489 Add to Cart
Reg. # Status Location Start Date Qtr/Yr Through 5/25 After 5/25
247116W Open online 6/25/2014 SU 14 $555 $605 Add to Cart
Reg. # Status Location Start Date Qtr/Yr Fee
245691W Closed Downtown Los AngelesDowntown Los Angeles: 101B Figueroa Courtyard 261 S. Figueroa St.
4/3/2014 SP 14 $489 Notify Me
Reg. # Status Location Start Date Qtr/Yr Fee
245732W Closed UCLAUCLA: 167 Dodd Hall
4/2/2014 SP 14 $489 Notify Me
Reg. # Status Location Start Date Qtr/Yr Fee
245604W Closed online 4/2/2014 SP 14 $605 Notify Me

34 hours of MCLE credit available, including 3 hours of Legal Ethics; 6 hours of California Department of Insurance Continuing Education credit available.

This course covers the basic analytic tools and mathematical techniques used in personal financial planning and introduces the economic concepts underlying the profession. Topics include percentage calculations, family cash flows, basic corporate financial statements, interest and compound growth, understanding the financial section of the newspaper, bond yield calculations, internal rate of return, net present value, basic statistics, and equity analysis. Economic concepts covered include national income accounting, the Federal Reserve System, economic indicators, recession, depression, inflation, deflation, supply and demand, and the money supply. An HP 12C calculator is required. May be taken concurrently with, X 430.31 Survey of Personal Financial Planning. This course and X 430.31 Survey of Personal Financial Planning must be taken before all other courses in the Professional Designation in Personal Financial Planning. For technical requirements click here.

Required course in the Personal Financial Planning Certificate.

For More Information, please contact the Course Coordinator: