Survey of Personal Financial Planning

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Logo UC Berkeley Extension
Provider rating: starstar_borderstar_borderstar_borderstar_border 2 UC Berkeley Extension has an average rating of 2 (out of 2 reviews)

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Description

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  • Online course: Internet access required
  • Enroll anytime: You have 6 months to complete
  • $800 (EDP 897116) Proctored final exam



Christina Woo, M.B.A., is an equity research analyst at her own firm, StreetScape Research. Previously, Woo covered stocks in the business services sector as a vice president at Morgan Stanley.

Textbook(s) for this course: Personal Finance: An Integrated Planning Approach
Author: Ralph R Frasca
Publisher: Prentice Hall
Edition: 8th
Publication Year: 2008
ISBN: 0136063039



X433 (2 semester units in Business Administration)

2 CE units for life agents—LX

A requirement in the Professional Sequence in Personal Financial Plan…

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Enroll Now:

Online, enroll anytime

Enroll Now

  • Online course: Internet access required
  • Enroll anytime: You have 6 months to complete
  • $800 (EDP 897116) Proctored final exam



Christina Woo, M.B.A., is an equity research analyst at her own firm, StreetScape Research. Previously, Woo covered stocks in the business services sector as a vice president at Morgan Stanley.

Textbook(s) for this course: Personal Finance: An Integrated Planning Approach
Author: Ralph R Frasca
Publisher: Prentice Hall
Edition: 8th
Publication Year: 2008
ISBN: 0136063039



X433 (2 semester units in Business Administration)

2 CE units for life agents—LX

A requirement in the Professional Sequence in Personal Financial Planning

Learn to prepare a comprehensive financial plan for an individual client. Master the technical skills required in areas such as income tax, investments, insurance, employment benefits, estate planning and mathematical analysis. Learn how to provide comprehensive service and create an optimum client-practitioner relationship. Individuals who wish to learn about financial planning fundamentals for themselves can also benefit from this course, though it is geared toward those who are pursuing professional certification.

If you don't have experience using financial calculators, we recommend that you take Basic Financial Mathematics and Financial Calculators before enrolling in this course.

Future-Term Courses and Enrollments

Courses are offered three terms per year: spring, summer, fall. Information about upcoming courses is available when enrollment opens each term.

  • Spring term: Enrollment opens in early December. Classes begin in January.
  • Summer term: Enrollment opens in early April. Classes begin in late May.
  • Fall term: Enrollment opens in early July. Classes begin in August.

Join our email list for periodic updates about course availability.


Sections Closed for Enrollment:


San Francisco, Mon. Jan. 28, 6:30 pm, 10 meetings

Revised class schedule.

  • 10 meetings
  • Jan. 28 to April 8: Mon., 6:30-9:30 pm (no meeting Feb. 18)
  • San Francisco: Room 803, UC Berkeley Extension Downtown Center, 425 Market St., 8th Floor (enter on Fremont St.) (revised)
  • $750 (EDP 316984)


Catherine Bradford, M.S., CFP, ChFC, began her career with Merrill Lynch in 1998 as a financial adviser. Since 2005, she has worked both as a financial planning specialist and as an instructor in the use of proprietary planning tools at Merrill Lynch.

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There are no frequently asked questions yet. If you have any more questions or need help, contact our customer service.