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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 11 weeks
Units
4.0
Current Formats
In Person
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.

Winter 2026 Schedule

Date
Details
Format
 
-
Thursday 6:30PM - 9:30PM PT
REG#
406212
Fee:
$905.00
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UCLA
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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 November 03, 2025 to January 18, 2026
Course Requirements
Course syllabus not yet available.
Schedule
Type
Date
Time
Location
Lecture
Thu Jan 8, 2026
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 175
Lecture
Thu Jan 15, 2026
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 175
Lecture
Thu Jan 22, 2026
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 175
Lecture
Thu Jan 29, 2026
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 175
Lecture
Thu Feb 5, 2026
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 175
Lecture
Thu Feb 12, 2026
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 175
Lecture
Thu Feb 19, 2026
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 175
Lecture
Thu Feb 26, 2026
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 175
Lecture
Thu Mar 5, 2026
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 175
Lecture
Thu Mar 12, 2026
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 175
Lecture
Thu Mar 19, 2026
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 175

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.