Course

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. The course is specifically oriented toward practical problem solving.

Note(s): An HP-12C financial calculator is required.

Sections Open for Enrollment:

Open Sections and Schedule
Start / End Date Units Location Cost Instructor
01-13-2020 to 03-30-2020 3.0 CLASSROOM $725

Renata Karin Carico

Enroll

Schedule

Date: Start Time: End Time: Meeting Type: Location:
Mon, 01-13-2020 6:00 p.m. 9:00 p.m. Classroom with Online Materials SANTA CLARA
Mon, 01-27-2020 6:00 p.m. 9:00 p.m. Classroom with Online Materials SANTA CLARA
Mon, 02-03-2020 6:00 p.m. 9:00 p.m. Classroom with Online Materials SANTA CLARA
Mon, 02-10-2020 6:00 p.m. 9:00 p.m. Classroom with Online Materials SANTA CLARA
Mon, 02-24-2020 6:00 p.m. 9:00 p.m. Classroom with Online Materials SANTA CLARA
Mon, 03-02-2020 6:00 p.m. 9:00 p.m. Classroom with Online Materials SANTA CLARA
Mon, 03-09-2020 6:00 p.m. 9:00 p.m. Classroom with Online Materials SANTA CLARA
Mon, 03-16-2020 6:00 p.m. 9:00 p.m. Classroom with Online Materials SANTA CLARA
Mon, 03-23-2020 6:00 p.m. 9:00 p.m. Classroom with Online Materials SANTA CLARA
Mon, 03-30-2020 6:00 p.m. 9:00 p.m. Classroom with Online Materials SANTA CLARA

Course Inquiry

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Call (408) 861-3860

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