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Investments in Personal Financial Planning: General Principles and Methods

X433.3 (2 semester units in Business Administration)

A requirement in the Professional Sequence in Personal Financial Planning

Study subjects basic to understanding securities markets and applying investment theory to individual portfolio management. Review the organization and structure of securities markets and common sources of information about them. Learn to analyze stocks and bonds, focusing on pricing, quality, liquidity, and risk/reward. Enrollment is limited.

Prerequisite: See Professional Sequence in Personal Financial Planning.

There are currently no sections open for enrollment.

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Sections closed for enrollment

Thurs. Sept. 3, San Francisco

KURT CARRASQUILLA, M.B.A., named Honored Instructor in 2007, is a vice president of wealth management for Morgan Stanley Smith Barney in San Jose. He has been advising individual and corporate clients since 1993. He has taught in UC Berkeley Extension's Personal Financial Planning program since 1998, and has won the Tim Kochis Award for Teaching Excellence.

• 10 meetings
• Sept. 3 to Nov. 5: Thurs., 6:30-9:30 pm
• San Francisco: Room 802, UC Berkeley Extension Downtown Center, 425 Market St., 8th Floor (enter on Fremont St.)
• $750 (EDP 311654)

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