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Course Description

In this online course students learn about the wide variety of investment vehicles that may be included in a client's portfolio, as well as client assessment, tax considerations, economic factors, valuation methods, asset allocation techniques, portfolio performance evaluation, and more. The in-depth curriculum, which includes the use of textbooks and study guides, provides a client-centered, problem-solving methodology that includes case studies, homework assignments, application projects, and group study. The major topics covered are: -+ Security Markets -+ The Economic Environment -+ Investment Risk and Return -+ Common Stock Valuation and Performance Measurement -+ Security Analysis -+ Features of Fixed-Income Securities -+ Valuation and Analysis of Fixed-Income Investments -+ Derivatives -+ Real Assets -+ Mutual Funds and Foreign Investments

Course Outline

The major topics covered in this course are security markets, reading the economic environment, and evaluating investment risk and return.

Notes

Contact:
Philip Williams
pwilliams@unex.ucla.edu
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Review Sections
Section Title
Investment Planning
Section Schedule
Dec 03, 2024 to Jan 09, 2025
Type
Lecture
Days
T, Th
Time
3:00PM to 6:00PM
Dates
Dec 03, 2024 to Dec 19, 2024
Type
Lecture
Days
T, Th
Time
3:00PM to 6:00PM
Dates
Jan 07, 2025 to Jan 09, 2025
Schedule and Location
View Details
Contact Hours
45.0
Location
  • Remote Classroom
Delivery Options
Live Online  
Course Fee(s)
Standard credit (4 units) $975.00
Available for Credit
4 units
Refund Request Deadline
Dec 05, 2024
Transfer Request Deadline
Nov 26, 2024
Withdrawal Request Deadline
Jul 07, 2022 to Nov 07, 2024
Instructors
Section Notes

The UCLA Extension Accelerated Personal Financial Planning Program is a cohort based program enrollment is limited to those who have successfully completed the previous courses in the program.

Enrollment limited; enrollment prior to the first class required. Materials required.

The University of California Los Angeles offers this program in partnership with Kaplan Professional, the leading provider of financial planning education and exam prep. Kaplan has helped more than 20,000 financial professionals earn their CFP® certification. The Executive Certificate in Financial Planning program is designed for professionals in the financial, insurance, and banking fields, as well as those looking to change careers.

Self-study may not be enough to succeed on the CFP® exam. Our outstanding instructors know the CFP® exam curriculum and how to prepare for the exam, and the live classroom setting provides the structure and focus you need. You will not only learn the material, but also how to apply it on exam day.

* Please use the below link to order Textbooks: 

Section Materials
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