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Survey of Personal Financial Planning

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

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. 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 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.

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.

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

  • Details
  • $745
  • March 27, 2023 to June 18, 2023
  • Delivery Mode: Online
  • Reg#: 00205
  • ID/Units: MGMT X433  (4.00)
    ( Section 1 )
  • Quarter: SPRING 2023


Mike Nemzek, CFP® is a practicing Private Wealth Manager at Creative Planning, Inc., a national, fee-only Registered Investment Advisor firm managing over $69 billion for clients. Mike works directly with clients to develop, implement, and maintain a holistic financial planning strategy to help achieve their goals and address their complex financial needs. He specializes in the areas of retirement planning, investment management, tax planning, estate planning, risk management, business succession, and legacy planning. Mike brings over a decade of experience in the financial services industry. He earned his bachelor’s degree in Economics from the University of California, Irvine and is a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.

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: 9781946711397
Dalton,Dalton,Gillice,Langdon, 7 ed, Money Education

Meeting Schedule

EventDateDayStart TimeEnd TimeLocationRoom
START03/27/2023Monday------Online (Access Begins)---
END06/18/2023Sunday------Online (Access Ends)---