Fall enrollment is open, and closes September 28. Check out the Academic Term Calendar for more information.

Investments in Personal Financial Planning

MGMT X 430.32

This course introduces various market theories and the analysis of business cycles, analysis of individual companies and market analysis.

READ MORE ABOUT THIS COURSE
Fall
Winter
Spring
Summer
Hybrid
Starting at $905.00
As few as 11 weeks
4.0

What you can learn.

  • Examine of the role of various investment vehicles in meeting financial goals
  • Understand the securities markets and additional sources of information
  • Learn about alternative instruments, including options, warrants, convertibles, commodity futures, mutual funds, and tangibles

About this course:

An examination of the role of various investment vehicles in meeting financial goals, securities markets, 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.
Prerequisites
MGMT X 430.391 Financial Analysis in Personal Financial Planning and MGMT X 430.31 Survey of Personal Financial Planning, or consent of instructor.

Fall 2025 Schedule

Date & Time
Details
Format
 
-
Thursday 6:00PM - 9:00PM PT
Available
See Details
Instructor: Steve Minihan
404886
Fee:
$905.00
Hybridformat icon
Location: UCLA, Remote Classroom
Notes

Enrollment limited. Internet access required. Materials required. 

This hybrid section is made up of In Person and Online instruction.

International Students: This hybrid section is considered In Person for immigration purposes.

 

 

Refund Deadline
No refunds after October 08, 2025
Course Requirements
Book: Investments:An Introduction (13th) by Herbert B. Mayo
Schedule
Type
Date
Time
Location
Lecture
Thu Sep 25, 2025
6:00PM PT - 9:00PM PT
UCLA
School of Public Affairs Bldg. 1343
Lecture
Thu Oct 2, 2025
6:00PM PT - 9:00PM PT
UCLA
School of Public Affairs Bldg. 1343
Lecture
Thu Oct 9, 2025
6:00PM PT - 9:00PM PT
UCLA
School of Public Affairs Bldg. 1343
Lecture
Thu Oct 16, 2025
6:00PM PT - 9:00PM PT
UCLA
School of Public Affairs Bldg. 1343
Lecture
Thu Oct 23, 2025
6:00PM PT - 9:00PM PT
UCLA
School of Public Affairs Bldg. 1343
Lecture
Thu Oct 30, 2025
6:00PM PT - 9:00PM PT
UCLA
School of Public Affairs Bldg. 1343
Lecture
Thu Nov 6, 2025
6:00PM PT - 9:00PM PT
Remote Classroom
Lecture
Thu Nov 13, 2025
6:00PM PT - 9:00PM PT
Remote Classroom
Lecture
Thu Nov 20, 2025
6:00PM PT - 9:00PM PT
Remote Classroom
Lecture
Thu Nov 27, 2025
6:00PM PT - 9:00PM PT
Remote Classroom
Lecture
Thu Dec 4, 2025
6:00PM PT - 9:00PM PT
Remote Classroom
Lecture
Thu Dec 11, 2025
6:00PM PT - 9:00PM PT
Remote Classroom

Winter 2026 Schedule

Date & Time
Details
Format
 
-
Thursday 6:30PM - 9:30PM PT
Future Offering (Opens November 03, 2025 12:00:00 AM)
See Details
406212
Fee:
$905.00
Hybridformat icon
Location: UCLA
Notes

Enrollment limited. Internet access required. Materials required.

This hybrid section is made up of In Person and Online instruction.

International Students: This hybrid section is considered In Person for immigration purposes.

Refund Deadline
Refunds only available from November 03, 2025 to January 18, 2026
Course Requirements
Course syllabus not yet available.
Schedule
Type
Date
Time
Location
Lecture
Thu Jan 8, 2026
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Thu Jan 15, 2026
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Thu Jan 22, 2026
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Thu Jan 29, 2026
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Thu Feb 5, 2026
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Thu Feb 12, 2026
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Thu Feb 19, 2026
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Thu Feb 26, 2026
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Thu Mar 5, 2026
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Thu Mar 12, 2026
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Thu Mar 19, 2026
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall

This course applies towards the following certificates & specializations…

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