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Principles of Financial Analysis

A required course in the Personal Financial Planning Certificate Program.

Course Description

Learn the basic analytical and mathematical tools used in personal financial planning. The concepts of cash flow, time value of money, present value, future value, annuities, amortization, net present value, and internal rate of return will be explored.

Early registration recommended. The HP-12C or HP-10BII calculator is required. A prerequisite for all PFP courses. With equivalent experience, course may be taken out of sequence. This course is required to sit for the CFP Examination. Textbook may be purchased directly from the publisher on their website.

  • Details
  • $720
  • June 21, 2021 to August 29, 2021
  • Delivery Mode: Online
  • Reg#: 00156
  • ID/Units: MGMT X433.20  (3.00)
    ( Section 1 )
  • Quarter: SUMMER 2021

Instructor


Ara G. Malazian, M.A., CFP® is the president of Heritage Financial and branch manager for National Planning Corporation, one of the largest independent broker dealers in the nation. Ara has more than a decade of experience as a Certified Financial Planner® designee helping individuals and businesses in developing comprehensive plans in the areas of retirement, benefits planning and succession planning. Known for his ability to take complex subjects and focus them into simpler terms, Ara is often sought out as a speaker for organizational events. Ara is the author of "The Money Diet: Five Easy Steps to Financial Health" and producer/star of the personal finance video "Balance".

Textbook Information

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

Required Textbook(s):

UNDERSTANDING YOUR FINANCIAL CALCULATOR
Book - ISBN: 9781475431773
Kaplan, 6 ed, Kaplan Financial

Meeting Schedule

EventDateDayStart TimeEnd TimeLocationRoom
START06/21/2021Monday------Online (Access Begins)---
OL-LEC06/21/2021Monday6:00 PM7:00 PMZoom---
OL-LEC06/28/2021Monday6:00 PM7:00 PMZoom---
OL-LEC07/05/2021Monday6:00 PM7:00 PMZoom---
OL-LEC07/12/2021Monday6:00 PM7:00 PMZoom---
OL-LEC07/19/2021Monday6:00 PM7:00 PMZoom---
OL-LEC07/26/2021Monday6:00 PM7:00 PMZoom---
OL-LEC08/02/2021Monday6:00 PM7:00 PMZoom---
OL-LEC08/09/2021Monday6:00 PM7:00 PMZoom---
OL-LEC08/16/2021Monday6:00 PM7:00 PMZoom---
OL-LEC08/23/2021Monday6:00 PM7:00 PMZoom---
END08/29/2021Sunday------Online (Access Ends)---