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Principles of Financial Analysis

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 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.

  • Be notified when this class becomes available!

  • Details
  • $720
  • April 03, 2023 to June 11, 2023
  • Delivery Mode: Remote
  • Reg#: 00204
  • ID/Units: MGMT X433.20  (3.00)
    ( Section 1 )
  • Quarter: SPRING 2023


Chris Struckhoff earned a Master of Business Administration (MBA) from Indiana Wesleyan University and has more than 6 years of experience in financial planning with companies such as Creative Planning, LLC and Lionheart Capital Management, LLC. Chris Struckhoff trains and mentors company new hires through completion of internal milestones and exams.

Textbook Information

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

No textbook information is available for this course.

Meeting Schedule

EventDateDayStart TimeEnd TimeLocationRoom
START04/03/2023Monday------Online (Access Begins)---
END06/11/2023Sunday------Online (Access Ends)---