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Principles of Financial Analysis

A required course in the Certificate Program in Personal Financial Planning.

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. This course is required to sit for the CFP Examination.

A prerequisite for all PFP courses. With equivalent experience, course may be taken out of sequence.

The HP-12C or HP-10BII calculator is required.

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.

  • Details
  • $720
  • April 01, 2024 to June 09, 2024
  • Delivery Mode: Online
  • Reg#: 00268
  • ID/Units: MGMT X433.20  (3.00)
    ( Section 1 )
  • Quarter: Spring 2024

Instructor


Ara G. Malazian, M.A., CFP® is the President of Heritage Financial and Branch Manager for LPL Financial, the largest independent broker dealer in the nation. Ara has been a Certified Financial Planner® designee since 2001, 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):

Introduction to Financial Calculations
Book - ISBN: 9798218193416
Ara Malazian, 1 ed, Malazian

Meeting Schedule

EventDateDayStart TimeEnd TimeLocationRoom
START04/01/2024Monday------Online (Access Begins)---
END06/09/2024Sunday------Online (Access Ends)---