MGMT X433

Survey of Personal Financial Planning

A required course in the Personal Financial Planning Certificate Program.

Learn the fundamental principles of comprehensive personal financial planning. The concepts of cash flow, college funding, insurance, taxation, investment analysis, employment benefits, retirement, estate planning, industry regulations, professional standards, the business cycle and monetary and fiscal policies will be explored.

Course

Approximate Tuition $800

Format Online Live

Duration 12 Weeks

Total Units 4

FALL 2025

9/22/2025 - 12/14/2025

Weeks 12

Delivery Online Live

Fee $800

Status Closed

Notify Me

Fee $800

Dates 9/22/2025 - 12/14/2025

Format Online Live

Reg# 00195

Event ID MGMT X433

Units 4

Quarter fall 2025

Class Schedule

Event	Date	Day	Start Time	End Time	Location	Room
Event Start	Date 9/22/2025	Day MON	Start Time	End Time	Location Online (Access Begins)	Room ---
Event Synchronous Meeting	Date 9/22/2025	Day MON	Start Time 04:00 PM (PT)	End Time 05:00 PM (PT)	Location Zoom	Room
Event Synchronous Meeting	Date 10/6/2025	Day MON	Start Time 04:00 PM (PT)	End Time 05:00 PM (PT)	Location Zoom	Room
Event Synchronous Meeting	Date 10/20/2025	Day MON	Start Time 04:00 PM (PT)	End Time 05:00 PM (PT)	Location Zoom	Room
Event Synchronous Meeting	Date 11/3/2025	Day MON	Start Time 04:00 PM (PT)	End Time 05:00 PM (PT)	Location Zoom	Room
Event Synchronous Meeting	Date 11/17/2025	Day MON	Start Time 04:00 PM (PT)	End Time 05:00 PM (PT)	Location Zoom	Room
Event Synchronous Meeting	Date 12/8/2025	Day MON	Start Time 04:00 PM (PT)	End Time 05:00 PM (PT)	Location Zoom	Room
Event End	Date 12/14/2025	Day SUN	Start Time	End Time	Location Online (Access Ends)	Room ---

Important Course Information

Early registration recommended. This course is required to sit for the CFP Examination.

Required prerequisite: MGMT X433.20, Principles of Financial Analysis or equivalent experience, which may be taken concurrently with the Survey of Personal Financial Planning. Essential background: A functional knowledge of mathematical techniques for financial decision-making and some basic concepts of economics.

You may access your online course on the first day of class by 12pm (noon) Pacific Standard Time. This online course may include webinars using an online conferencing tool called Zoom. All webinars will be recorded and posted on the course website for those who cannot participate in the live sessions.

Textbook Information for MGMT X433.

Required Textbook(s):

Fundamentals of Financial Planning

Book - ISBN: 9781946711397

Dalton,Dalton,Gillice,Langdon 7 Money Education

Textbooks for your course may be purchased from any vendor or bookseller of your choice.

Meet Your Instructor(s)

WINTER 2026

1/5/2026 - 3/29/2026

Weeks 12

Delivery Online Live

Fee $800

Status Open

Fee $800

Dates 1/5/2026 - 3/29/2026

Format Online Live

Reg# 00170

Event ID MGMT X433

Units 4

Quarter winter 2026

Class Schedule

Event	Date	Day	Start Time	End Time	Location	Room
Event Start	Date 1/5/2026	Day MON	Start Time	End Time	Location Online (Access Begins)	Room ---
Event End	Date 3/29/2026	Day SUN	Start Time	End Time	Location Online (Access Ends)	Room ---

Important Course Information

Early registration recommended. This course is required to sit for the CFP Examination.

No textbook information is available for this course.

Meet Your Instructor(s)

Survey of Personal Financial Planning

FALL 2025

WINTER 2026

Error

Course is already in progress.