Investment Planning
A required course in the Personal Financial Planning Certificate Program.
Learn the investment concepts essential to personal financial planning. Securities laws and regulations, risk analysis, stock valuation, expected rates of return, market indicators, monetary policy, bonds, yield curves, futures, mortgages, mutual funds, and portfolio construction and management will be explored.
Click on "See Details" below and refer to "Special Notes" for additional section specific information.
SUMMER 2025
Class Schedule
| Event | Date | Day | Start Time | End Time | Location | Room |
|---|---|---|---|---|---|---|
| Event Start | Date 6/23/2025 | Day MON | Start Time | End Time | Location Online (Access Begins) | Room --- |
| Event Synchronous Meeting | Date 6/23/2025 | Day MON | Start Time 04:00 PM | End Time 05:00 PM | Location Zoom | Room |
| Event Synchronous Meeting | Date 7/7/2025 | Day MON | Start Time 04:00 PM | End Time 05:00 PM | Location Zoom | Room |
| Event Synchronous Meeting | Date 7/21/2025 | Day MON | Start Time 04:00 PM | End Time 05:00 PM | Location Zoom | Room |
| Event Synchronous Meeting | Date 8/4/2025 | Day MON | Start Time 04:00 PM | End Time 05:00 PM | Location Zoom | Room |
| Event Synchronous Meeting | Date 8/18/2025 | Day MON | Start Time 04:00 PM | End Time 05:00 PM | Location Zoom | Room |
| Event Synchronous Meeting | Date 9/8/2025 | Day MON | Start Time 04:00 PM | End Time 05:00 PM | Location Zoom | Room |
| Event End | Date 9/14/2025 | Day SUN | Start Time | End Time | Location Online (Access Ends) | Room --- |
Textbook Information for MGMT X433.1.
Required Textbook(s):
Meet Your Instructor(s)
Special Notes
Note: The HP-12C or HP-10BII calculator is required. This course is required to sit for the CFP Examination.
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