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
In Person
Starting at $855.00
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.

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
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
Course syllabus not yet available.
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

Contact Us

Speak to a program representative. Hours: Mon-Fri, 8am-5pm.

This course applies towards the following certificates & specializations…

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