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Investments in Personal Financial Planning

couple meeting with an investment advisor
MGMT X 430.32

This course introduces various market theories and the analysis of business cycles, analysis of individual companies and market analysis.

Typically Available
Fall
Winter
Spring
Summer
Duration
As few as 12 weeks
Units
4.0
Current Formats
Hybrid
Cost
Starting at $905.00

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What you can learn.

Examine of the role of various investment vehicles in meeting financial goals
Understand the securities markets and additional sources of information
Learn about alternative instruments, including options, warrants, convertibles, commodity futures, mutual funds, and tangibles

About This Course

An examination of the role of various investment vehicles in meeting financial goals, securities markets, sources of information about the various instruments traded and the procedure of trades. This course introduces various market theories, including modern portfolio theory and the extension to this theory by Markowitz and Sharpe. Other topics include the analysis of business cycles; market analysis; analysis of individual companies; the market in debt instruments; and alternative instruments, including options, warrants, convertibles, commodity futures, mutual funds and tangibles.
Prerequisites
MGMT X 430.391 Financial Analysis in Personal Financial Planning and MGMT X 430.31 Survey of Personal Financial Planning, or consent of instructor.

Fall 2026 Schedule

Date
Details
Format
 
-
Wednesday, Thursday 6:00PM - 9:00PM PT
Instructor:
REG#
409788
Fee:
$905.00
Hybridformat icon
Remote Classroom
UCLA
Updating...
Notes

Enrollment limited. Internet access required. Materials required. 

This hybrid section is made up of In Person and Online instruction.

International Students: This hybrid section is considered In Person for immigration purposes.

 

 

Deadline
Refunds only available from July 27, 2026 to October 04, 2026
Course Requirements
Book: Investments:An Introduction (13th) by Herbert B. Mayo
Schedule
Type
Date
Time
Location
Lecture
Wed Sep 23, 2026
6:00PM PT - 9:00PM PT
UCLA
Dodd Hall 167
Lecture
Wed Oct 14, 2026
6:00PM PT - 9:00PM PT
UCLA
Dodd Hall 167
Lecture
Wed Oct 21, 2026
6:00PM PT - 9:00PM PT
UCLA
Dodd Hall 167
Lecture
Wed Oct 28, 2026
6:00PM PT - 9:00PM PT
UCLA
Dodd Hall 167
Lecture
Wed Nov 4, 2026
6:00PM PT - 9:00PM PT
UCLA
Dodd Hall 167
Lecture
Thu Nov 12, 2026
6:00PM PT - 9:00PM PT
Remote Classroom
Lecture
Wed Nov 18, 2026
6:00PM PT - 9:00PM PT
Remote Classroom
Lecture
Wed Nov 25, 2026
6:00PM PT - 9:00PM PT
Remote Classroom
Lecture
Wed Dec 2, 2026
6:00PM PT - 9:00PM PT
UCLA
Dodd Hall 167
Lecture
Wed Dec 9, 2026
6:00PM PT - 9:00PM PT
UCLA
Dodd Hall 167

This course applies toward the following programs

certificate Fully prepare for CFP® Certification (Certified Financial Planner) and learn relevant trends and practices in the financial planning field.

Fully prepare for CFP® Certification (Certified Financial Planner) and learn relevant trends and practices in the financial planning field.