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Survey of Personal Financial Planning

A required course in the Personal Financial Planning Certificate Program.

Course Description

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.

Early registration recommended. The HP-12C or HP-10BII calculator is required. 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 course is required to sit for the CFP Examination. 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 may be purchased directly from the publisher Money Education on their website or by calling (888) 295-6023. Do not purchase a used book. Only new books will have the unused access code for the online resources.

  • Details
  • $745
  • June 23, 2021 to September 12, 2021
  • Delivery Mode: Remote
  • Reg#: 00157
  • ID/Units: MGMT X433  (4.00)
    ( Section 1 )
  • Quarter: SUMMER 2021

Instructor


Delia Fernandez, CFP®, M.B.A., is the principal of Fernandez Financial Advisory, a registered investment advisory firm and has more than 14 years experience running her own fee-only financial planning and investment advisory firm. She is a member of the National Association of Personal Financial Advisors (NAPFA), and the Financial Planning Association (FPA).

Textbook Information

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

Required Textbook(s):

FUNDAMENTALS OF FINANCIAL PLANNING
Book - ISBN: 9781946711649
Dalton, 6 ed, Money Education

Meeting Schedule

EventDateDayStart TimeEnd TimeLocationRoom
OL-LEC06/23/2021Wednesday6:30 PM9:30 PMZoom---
OL-LEC06/30/2021Wednesday6:30 PM9:30 PMZoom---
OL-LEC07/07/2021Wednesday6:30 PM9:30 PMZoom---
OL-LEC07/14/2021Wednesday6:30 PM9:30 PMZoom---
OL-LEC07/21/2021Wednesday6:30 PM9:30 PMZoom---
OL-LEC07/28/2021Wednesday6:30 PM9:30 PMZoom---
OL-LEC08/04/2021Wednesday6:30 PM9:30 PMZoom---
OL-LEC08/11/2021Wednesday6:30 PM9:30 PMZoom---
OL-LEC08/18/2021Wednesday6:30 PM9:30 PMZoom---
OL-LEC08/25/2021Wednesday6:30 PM9:30 PMZoom---
OL-LEC09/01/2021Wednesday6:30 PM9:30 PMZoom---
OL-LEC09/08/2021Wednesday6:30 PM9:30 PMZoom---