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Investment Planning

A required course in the Personal Financial Planning Certificate Program.

Course closed to new registrations: Call ( 949 ) 824-5414 for more information or sign up below to be notified when this course becomes available.×

Course Description

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.

Early registration recommended. The HP-12C or HP-10BII calculator is required. Required prerequisites: MGMT X433.20 Principles of Financial Analysis and MGMT X433 Survey of Personal Financial Planning or equivalent experience. This course is required to sit for the CFP Examination. You may access your online course on the first day of class by 12pm (noon) Pacific Standard Time. This course may use live sessions via Zoom. 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 your courses Zoom sessions.

  • Be notified when this class becomes available!

  • Details
  • $710
  • January 04, 2021 to March 28, 2021
  • Delivery Mode: Online
  • Reg#: 00123
  • ID/Units: MGMT X433.1  (4.00)
    ( Section 1 )
  • Quarter: WINTER 2021

Instructor


Ryan E. Price, CFP®, ChFC®, CLU®, CRPC, AWMA, is the President of Price Financial Partners located in Irvine, CA. He has more than a decade of experience dealing with high net worth clients in the areas of investment, retirement, estate, insurance and business succession planning. In addition to managing his practice, Ryan is also Field Training Supervisor for a division of Lincoln Financial Advisors. Ryan currently serves on the board of Lincoln Financial Advisors Advisor Based Sales Division and is a member of LFA’s prestigious Private Wealth Services group. He is currently a member of the National Association of Insurance & Financial Advisors (NAIFA) where he serves on the membership committee and is on the Education Committee for the Financial Planning Association (FPA) of Orange County. He is a frequent lecturer on financial planning topics and has taught multiple courses at The American College.

Textbook Information

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

Required Textbook(s):

INVESTMENT PLANNING: CONCEPTS AND STRATEGIES
Book - ISBN: 9781946711663
Dalton and Forjan, 2 ed, Money Education

Meeting Schedule

EventDateDayStart TimeEnd TimeLocationRoom
START01/04/2021Monday------Online (Access Begins)---
END03/28/2021Sunday------Online (Access Ends)---