MGMT X 430.391 - Financial Analysis in Personal Financial Planning
145704
Delivery Options
Online
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Course Description
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.Course Outline
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.Notes
Contact:Philip Williams
pwilliams@unex.ucla.edu
Accrediting Associations
Applies Towards the Following Certificates
- General Business Studies : Electives - Business Management
- General Business Studies with Concentration in Accounting : Electives - Business Management
- General Business Studies with Concentration in Entrepreneurship : Electives - Business Management
- General Business Studies with Concentration in Finance : Electives - Business Management
- General Business Studies with Concentration in International Trade and Commerce : Electives - Business Management
- General Business Studies with Concentration in Leadership : Electives - Business Management
- General Business Studies with Concentration in Marketing : Electives - Business Management
- General Business Studies with Concentration in Real Estate : Electives - Business Management
- Personal Financial Planning : Introductory Courses
- Study Abroad at UCLA Program : Required
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