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

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.(3) 1/14/2019 06:00 PM SANTA CLARA $725 Cynthia J Riley 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


Sections :


Section Start Date Time Location Cost Instructor Name Full Schedule Enroll
FPLN.X400.(3) 9/17/2018 06:00 PM SANTA CLARA $800 Christopher L Wentzien 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 :


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.X401.(3) 9/14/2018 06:00 PM SANTA CLARA $800 Russell E. Blahetka Enroll

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.(3) 1/24/2019 06:00 PM SANTA CLARA $720 Richard C Dayton Enroll

Risk Management in Personal Financial Planning


This course provides a survey of risk management with a focus on applying the fundamentals of risk management to such personal issues as premature death, medical costs, long-term care, property and liability exposures. After a review of the fundamentals of risk management, this course covers the techniques and strategies of risk management, including the use of various forms of insurance and risk retention and reduction.

Prerequisites :


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

Income Taxation in Personal Financial Planning


Designed for students intending to become financial planning professionals, this course focuses on the interrelationship between common income tax rules and planning techniques that are applicable to individuals.



Topics include:


  • Income

  • Deductions

  • Credits

  • Sales and exchanges

  • Real estate transactions

  • Compensation planning and stock options

  • Retirement plans

  • Business entities

  • Overall coordination with the individual's financial plan.

  • Prerequisites :


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

    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.(3) 1/23/2019 06:00 PM SANTA CLARA $720 Sadie M. Pourfathi Enroll

    Personal Financial Planning, Practicum


    This final course in the certificate program is open only to students who have completed all other required courses. You'll apply the skills and knowledge gained in prior courses through the extensive use of case studies, then undertake the process of preparing and presenting a complete financial plan in an environment of non-liability.

    Prerequisites :


    Offering code Offering title
    FPLN.X409 Applied Mathematics for Financial Planning
    FPLN.X400 Personal Financial Planning, Survey
    FPLN.X411 Employment Benefits and Retirement Planning in Personal Financial Planning
    FPLN.X402 Estate Planning
    FPLN.X410 Income Taxation in Personal Financial Planning
    FPLN.X401 Investments in Personal Financial Planning: Principles and Methods
    FPLN.X405 Risk Management in Personal Financial Planning

    Sections :


    Section Start Date Time Location Cost Instructor Name Full Schedule Enroll
    FPLN.X490.(3) 9/20/2018 06:00 PM SANTA CLARA $750 Renee M. Snow Enroll

    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


    Pages