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.
SPRING 2025
Class Schedule
| Event | Date | Day | Start Time | End Time | Location | Room |
|---|---|---|---|---|---|---|
| Event Start | Date 3/31/2025 | Day MON | Start Time | End Time | Location Online (Access Begins) | Room --- |
| Event Synchronous Meeting | Date 4/1/2025 | Day TUE | Start Time 07:00 PM | End Time 08:00 PM | Location Zoom | Room |
| Event Synchronous Meeting | Date 4/15/2025 | Day TUE | Start Time 07:00 PM | End Time 08:00 PM | Location Zoom | Room |
| Event Synchronous Meeting | Date 4/29/2025 | Day TUE | Start Time 07:00 PM | End Time 08:00 PM | Location Zoom | Room |
| Event Synchronous Meeting | Date 5/13/2025 | Day TUE | Start Time 07:00 PM | End Time 08:00 PM | Location Zoom | Room |
| Event Synchronous Meeting | Date 5/27/2025 | Day TUE | Start Time 07:00 PM | End Time 08:00 PM | Location Zoom | Room |
| Event Synchronous Meeting | Date 6/17/2025 | Day TUE | Start Time 07:00 PM | End Time 08:00 PM | Location Zoom | Room |
| Event End | Date 6/22/2025 | Day SUN | Start Time | End Time | Location Online (Access Ends) | Room --- |
Textbook Information for MGMT X433.
Required Textbook(s):
Meet Your Instructor(s)
Special Notes
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.
This course will host live sessions via Zoom. A device with audio and visual will be needed to participate. Synchronous sessions are highly encouraged for an interactive learning experience but are optional. Sessions are recorded and available for viewing, allowing learners to engage with the content at their convenience.
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 6/24/2025 | Day TUE | Start Time 05:30 PM | End Time 06:30 PM | Location Zoom | Room |
| Event Synchronous Meeting | Date 7/8/2025 | Day TUE | Start Time 05:30 PM | End Time 06:30 PM | Location Zoom | Room |
| Event Synchronous Meeting | Date 8/12/2025 | Day TUE | Start Time 05:30 PM | End Time 06:30 PM | Location Zoom | Room |
| Event Synchronous Meeting | Date 8/26/2025 | Day TUE | Start Time 05:30 PM | End Time 06:30 PM | Location Zoom | Room |
| Event Synchronous Meeting | Date 9/9/2025 | Day TUE | Start Time 05:30 PM | End Time 06:30 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.
Required Textbook(s):
Meet Your Instructor(s)
Special Notes
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.
NOTE: This course will have optional, live sessions via Zoom. The sessions will be recorded and posted for students who are not able to attend. The Zoom meeting link and password to join will be provided in the course. A device with audio and visual will be needed to participate. The following student guide provides additional resources/information on how to use and access the course’s Zoom sessions.
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