Advanced Investment Analysis I


Learn the skills necessary to practice as a Chartered Financial Analyst (CFA) in this comprehensive course that covers the ethical and regulatory structure of the investment industry. Students learn quantitative techniques used in investment analysis, financial reporting and analysis, and the economic principles that impact investment value. This course uses the first half of the CFA Institute Level I material for the texts.

Prerequisites:


Offering code Offering title
FPLN.X409 Applied Mathematics for Financial Planning
FPLN.X400 Personal Financial Planning, Survey

Sections :


Section Start Date Time Location Cost Instructor Name Full Schedule Enroll
FPLN.X403.(1) 3/12/2018 06:00 PM SANTA CLARA 1250 Barton Brewer View Enroll

Enrolled Agent Review, Part 2 - Businesses


Are you interested in becoming a tax expert? Enrolled agents (EAs) are federally licensed tax practitioners who can represent taxpayers before the IRS. To earn the license, you must pass the Special Enrollment Exam (SEE) or have worked for the IRS. Enrolled agents are equipped to advise, represent, and prepare tax returns for individuals, partnerships, corporations, estates, trusts, and any entities with tax-reporting requirements.

This is the second of three courses designed to prepare you for the EA exam.

Prerequisites:


No prerequisites


Enrolled Agent Review, Part 1 - Individuals


Only enrolled agents, attorneys, and CPAs have unlimited rights to represent taxpayers before the IRS.
Have your sights set on becoming an enrolled agent? Enrolled agents (EAs) are America's tax experts; they are the only federally licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the IRS. Enrolled agents are equipped to advise, represent, and prepare tax returns for individuals, partnerships, corporations, estates, trusts, and any entities with tax-reporting requirements.

Prerequisites:


No prerequisites


Advanced Investment Analysis II


This course will inform the student about the basics of corporate finance and portfolio construction. In addition; equity, fixed income, derivatives, and alternative investments will be covered, along with significant evaluation and analytical techniques. This course uses the second half of the CFA Institute Level I material for the texts.

Prerequisites:


Offering code Offering title

International Business and the Global Economy


This course will introduce students to international business environment within the global economy. The course will leverage the lessons learned from business economics and will introduce students to non-economic factors influencing an international business in the global economy. The course will provide different international business scenarios through small case analysis. The course will draw business insights from various background such as ethics, culture, and political economy.

Prerequisites:


Offering code Offering title
BUSM.X401 Business Economics

Sections :


Section Start Date Time Location Cost Instructor Name Full Schedule Enroll
BUSM.X402.(1) 1/18/2018 06:00 PM SANTA CLARA 775 Malkiat Singh Sandhu View Enroll

Personal Financial Planning, Survey


This course introduces the professional and technical content of personal financial planning. It emphasizes the identification and quantification of financial objectives and the interrelated facets of a wide range of technical material. Topics include data gathering, income taxation, investment analysis and procedure, insurance, employment benefit plans, debt management, estate planning and cash-flow management. This course also covers the ethics, strategies and processes of professional practice and CFP® standards of practice.

Prerequisites:


No prerequisites


Applied Mathematics for Financial Planning


This course covers the basic analytic tools and mathematical techniques used in personal financial planning. The emphasis is on understanding and applying quantitative concepts and techniques such as present/future value analysis, discounted cash flow, internal rate of return, measurements of investment performance, analysis of equities and fixed-income investments using statistical tools, evaluation of mortgages, and cash-flow planning for retirement and education.

Prerequisites:


No prerequisites


Sections :


Section Start Date Time Location Cost Instructor Name Full Schedule Enroll
FPLN.X409.(1) 1/22/2018 06:00 PM SANTA CLARA 725 Cynthia J Riley View Enroll

Investments in Personal Financial Planning: Principles and Methods


This course provides a comprehensive overview of investments through readings, case studies, problem-solving exercises and discussion. This balance of practical application and theory should be useful to both the practitioner and the investor.

Prerequisites:


No prerequisites


Estate Planning


This study of estate planning is designed to equip financial planners to identify and solve estate problems from the financial planning perspective (without practicing law).

Prerequisites:


Offering code Offering title
FPLN.X400 Personal Financial Planning, Survey
FPLN.X409 Applied Mathematics for Financial Planning

Sections :


Section Start Date Time Location Cost Instructor Name Full Schedule Enroll
FPLN.X402.(1) 1/24/2018 06:00 PM SANTA CLARA 720 Richard C Dayton View Enroll

Employment Benefits and Retirement Planning in Personal Financial Planning


This course provides theoretical and practical insights into the retirement planning process, an important component of personal financial planning, and includes methods to determine the adequacy of clients' retirement resources and income.

In addition, the various employee benefit and government programs that provide health care and retirement security are covered.

Prerequisites:


Offering code Offering title
FPLN.X400 Personal Financial Planning, Survey
FPLN.X409 Applied Mathematics for Financial Planning

Sections :


Section Start Date Time Location Cost Instructor Name Full Schedule Enroll
FPLN.X411.(1) 1/25/2018 06:00 PM SANTA CLARA 720 Sadie M. Pourfathi View Enroll

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