Course

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. The course emphasizes the structure, regulation and operation of investment markets; understanding modern portfolio theory, asset allocation and risk control; detailed analysis of fixed income, equity and derivative investing; portfolio design and construction; fulfilling fiduciary responsibilities; and investment performance measurement and reporting.

Prerequisites:



Sections Open for Enrollment:

Open Sections and Schedule
Start / End Date Units Location Cost Instructor
04-07-2020 to 06-23-2020 4.0 CLASSROOM $800

TBD

Enroll

Schedule

Date: Start Time: End Time: Meeting Type: Location:
Tue, 04-07-2020 6:00 p.m. 9:30 p.m. Classroom with Online Materials SANTA CLARA
Tue, 04-14-2020 6:00 p.m. 9:30 p.m. Classroom with Online Materials SANTA CLARA
Tue, 04-21-2020 6:00 p.m. 9:30 p.m. Classroom with Online Materials SANTA CLARA
Tue, 04-28-2020 6:00 p.m. 9:30 p.m. Classroom with Online Materials SANTA CLARA
Tue, 05-05-2020 6:00 p.m. 9:30 p.m. Classroom with Online Materials SANTA CLARA
Tue, 05-12-2020 6:00 p.m. 9:30 p.m. Classroom with Online Materials SANTA CLARA
Tue, 05-19-2020 6:00 p.m. 9:30 p.m. Classroom with Online Materials SANTA CLARA
Tue, 05-26-2020 6:00 p.m. 9:30 p.m. Classroom with Online Materials SANTA CLARA
Tue, 06-02-2020 6:00 p.m. 9:30 p.m. Classroom with Online Materials SANTA CLARA
Tue, 06-09-2020 6:00 p.m. 9:30 p.m. Classroom with Online Materials SANTA CLARA
Tue, 06-16-2020 6:00 p.m. 9:30 p.m. Classroom with Online Materials SANTA CLARA
Tue, 06-23-2020 6:00 p.m. 9:30 p.m. Classroom with Online Materials SANTA CLARA

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