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.
Click on "See Details" below and refer to "Special Notes" for additional section specific information.
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 9/23/2025 | Day TUE | Start Time 04:00 PM (PT) | End Time 05:00 PM (PT) | Location Zoom | Room |
| Event Synchronous Meeting | Date 10/7/2025 | Day TUE | Start Time 04:00 PM (PT) | End Time 05:00 PM (PT) | Location Zoom | Room |
| Event Synchronous Meeting | Date 10/21/2025 | Day TUE | Start Time 04:00 PM (PT) | End Time 05:00 PM (PT) | Location Zoom | Room |
| Event Synchronous Meeting | Date 11/4/2025 | Day TUE | Start Time 04:00 PM (PT) | End Time 05:00 PM (PT) | Location Zoom | Room |
| Event Synchronous Meeting | Date 11/18/2025 | Day TUE | Start Time 04:00 PM (PT) | End Time 05:00 PM (PT) | Location Zoom | Room |
| Event Synchronous Meeting | Date 12/9/2025 | Day TUE | 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 --- |
No textbook information is available for this course.
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.
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.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 (PT) | End Time 06:30 PM (PT) | Location Zoom | Room |
| Event Synchronous Meeting | Date 7/8/2025 | Day TUE | Start Time 05:30 PM (PT) | End Time 06:30 PM (PT) | Location Zoom | Room |
| Event Synchronous Meeting | Date 8/12/2025 | Day TUE | Start Time 05:30 PM (PT) | End Time 06:30 PM (PT) | Location Zoom | Room |
| Event Synchronous Meeting | Date 8/26/2025 | Day TUE | Start Time 05:30 PM (PT) | End Time 06:30 PM (PT) | Location Zoom | Room |
| Event Synchronous Meeting | Date 9/9/2025 | Day TUE | Start Time 05:30 PM (PT) | End Time 06:30 PM (PT) | 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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