Course

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. Included in the course work is an introduction to some basic concepts of economics.

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

Sections Open for Enrollment:

Open Sections and Schedule
Start / End Date Units Location Cost Instructor
09-10-2019 to 11-12-2019 4.0 CLASSROOM $800

Garth Alan Williams

Enroll

Schedule

Date: Start Time: End Time: Meeting Type: Location:
Tue, 09-10-2019 6:00 p.m. 10:00 p.m. Classroom with Online Materials SANTA CLARA
Tue, 09-17-2019 6:00 p.m. 10:00 p.m. Classroom with Online Materials SANTA CLARA
Tue, 09-24-2019 6:00 p.m. 10:00 p.m. Classroom with Online Materials SANTA CLARA
Tue, 10-01-2019 6:00 p.m. 10:00 p.m. Classroom with Online Materials SANTA CLARA
Tue, 10-08-2019 6:00 p.m. 10:00 p.m. Classroom with Online Materials SANTA CLARA
Tue, 10-15-2019 6:00 p.m. 10:00 p.m. Classroom with Online Materials SANTA CLARA
Tue, 10-22-2019 6:00 p.m. 10:00 p.m. Classroom with Online Materials SANTA CLARA
Tue, 10-29-2019 6:00 p.m. 10:00 p.m. Classroom with Online Materials SANTA CLARA
Tue, 11-05-2019 6:00 p.m. 10:00 p.m. Classroom with Online Materials SANTA CLARA
Tue, 11-12-2019 6:00 p.m. 10:00 p.m. Classroom with Online Materials SANTA CLARA

Course Inquiry

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Call (408) 861-3860

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