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Investments in Personal Financial Planning

couple meeting with an investment advisor
MGMT X 430.32

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

Typically Available
Fall
Winter
Spring
Summer
Duration
As few as 11 weeks
Units
4.0
Current Formats
Online
Cost
Starting at $905.00

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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.

Spring 2026 Schedule

Date
Details
Format
 
-
This section has no set meeting times.
Instructor:
REG#
407742
Fee:
$905.00
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Notes

Enrollment limited. Internet access required. Materials required.

Deadline
Refunds only available from February 02, 2026 to April 12, 2026
Course Requirements
Course syllabus not yet available.

This course applies toward the following programs

certificate Fully prepare for CFP® Certification (Certified Financial Planner) and learn relevant trends and practices in the financial planning field.

Fully prepare for CFP® Certification (Certified Financial Planner) and learn relevant trends and practices in the financial planning field.