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.

Course Availability Notification

Please use this form to be notified when this course is open for enrollment.

Contact Us
Speak to a student services representative.

Call (408) 861-3860

Envelope extension@ucsc.edu

Course Inquiry

Ask us any questions you may have about this course.

Contact Us
Speak to a student services representative.

Call (408) 861-3860

Envelope extension@ucsc.edu