Financial Analysis in Personal Financial Planning

MGMT X 430.391

This course covers the basic analytic tools and mathematical techniques used in personal financial planning and introduces the economic concepts underlying the profession. An HP 12C calculator is required.

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.

  • Learn to calculate bond yields, the internal rate of return, net present value, basic statistics, and equity analysis
  • Understand the financial section of the newspaper and key economic concepts including the Federal Reserve System, economic indicators, recession, depression, inflation, deflation, supply and demand, and the money supply

About this course:

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 MGMT X 430.31 Survey of Personal Financial Planning. This course and MGMT X 430.31 Survey of Personal Financial Planning must be taken before all other courses in the Professional Designation in Personal Financial Planning.

Winter 2025 Schedule

Date & Time
Details
Format
 
-
Wednesday 6:30PM - 9:30PM PT
Available
See Details
Instructor: Steve Minihan
400777
Fee:
$855.00
In Personformat icon
Location: Remote Classroom , UCLA
Notes

Visitors not permitted. Internet access required. Materials required.

Refund Deadline
No refunds after January 21, 2025
Course Requirements
Understanding Your Financial Calculator (6thEdition)
Course syllabus not yet available.
Schedule
Type
Date
Time
Location
Lecture
Wed Jan 8, 2025
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 170
Lecture
Wed Jan 15, 2025
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 170
Lecture
Wed Jan 22, 2025
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 170
Lecture
Wed Jan 29, 2025
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 170
Lecture
Wed Feb 5, 2025
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 170
Lecture
Wed Feb 12, 2025
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 170
Lecture
Wed Feb 19, 2025
6:30PM PT - 9:30PM PT
Remote Classroom
Lecture
Wed Feb 26, 2025
6:30PM PT - 9:30PM PT
Remote Classroom
Lecture
Wed Mar 5, 2025
6:30PM PT - 9:30PM PT
Remote Classroom
Lecture
Wed Mar 12, 2025
6:30PM PT - 9:30PM PT
Remote Classroom
Lecture
Wed Mar 19, 2025
6:30PM PT - 9:30PM PT
Remote Classroom

Contact Us

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

This course applies towards the following certificates & specializations…

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