UCLA Extension winter holiday closure: December 21 through January 1. Learn More

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.

View Course Options
READ MORE ABOUT THIS COURSE
Fall
Winter
Spring
Summer
In Person
Online
Starting at $855.00
As few as 11 weeks
4.0
View Course Options

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.

Winter 2025 Schedule

Date & Time
Details
Format
 
-
Wednesday 6:30PM - 9:30PM PT
Available
See Details
Instructor: William Nugent
400949
Fee:
$855.00
In Personformat icon
Location: UCLA
Updating...
See Details
Notes

Enrollment limited. Internet access required. Materials required.

Refund Deadline
No refunds after January 21, 2025
Course Requirements
Book: Investment Planning (3rd) by Herbert B. Mayo
Cengage Learning
ISBN 978-1-946711-31-
Course Syllabus
Schedule
Type
Date
Time
Location
Lecture
Wed Jan 8, 2025
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 167
Lecture
Wed Jan 15, 2025
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 167
Lecture
Wed Jan 22, 2025
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 167
Lecture
Wed Jan 29, 2025
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 167
Lecture
Wed Feb 5, 2025
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 167
Lecture
Wed Feb 12, 2025
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 167
Lecture
Wed Feb 19, 2025
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 167
Lecture
Wed Feb 26, 2025
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 167
Lecture
Wed Mar 5, 2025
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 167
Lecture
Wed Mar 12, 2025
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 167
Lecture
Wed Mar 19, 2025
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 167

Spring 2025 Schedule

Date & Time
Details
Format
 
-
This section has no set meeting times.
Future Offering (Opens February 03, 2025 12:00:00 AM)
See Details
Instructor: Robert Watson
402494
Fee:
$855.00
Onlineformat icon
Updating...
See Details
Notes

Enrollment limited. Internet access required. Materials required.

Refund Deadline
No refunds after March 24, 2025
Course Requirements
Course Syllabus

Contact Us

Speak to a program representative. Hours: Mon-Fri, 8am-5pm.
phone-icon 310-206-7247
phone-icon fmpcertificate@uclaextension.edu

This course applies towards the following certificates & specializations…

Personal Financial Planning
Female financial advisor working with couple in home
Ready to start
your future?
By signing up, you agree to UCLA Extension’s Privacy Policy.

vector icon of building

Corporate Education

Learn how we can help your organization meet its professional development goals and corporate training needs.

Learn More

vector icon of building

Donate to UCLA Extension

Support our many efforts to reach communities in need.

Innovation Programs

Student Scholarships

Lifelong Learning

See More