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| Course Title: |
Survey of Personal Financial Planning course |
| School: |
University of California, Irvine
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| Description: |
Learn how to identify and quantify financial objectives, assess strengths and weaknesses, avoid costly mistakes and develop possible solutions to troubling financial issues. Gain a basic understanding of cash flow, college funding, insurance, taxation, investment analysis, employment benefits, retirement and estate planning. Then apply these concepts in a comprehensive approach to case studies that mimic real life. Explore the professional dimensions of financial planning such as ethics, state and federal regulations and compliance, consumer protection laws, monetary, fiscal policy and the business cycle as well as client communications. |
| Learning Format: |
Online
(?)
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| Education Level: |
Continuing Education |
| Language: |
English |
Cost: |
$550 |
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