Survey of Personal Financial Planning
X433 (2 semester units in Business Administration)
2 CE units for life agents--LX
A requirement in the Professional Sequence in Personal Financial PlanningThis course introduces the fundamental areas included in preparing a comprehensive financial plan for an individual client. Participants receive an extensive introduction to the technical skills required in such areas 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.
Prerequisite: See the
Professional Sequence in Personal Financial Planning.
Enroll Now! Click below for course fees and textbook info, start dates, locations, and instructors.
Online, Enroll anytime
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. She earned her M.B.A. degree from Harvard Business School and her B.A. in political science and philosophy from UC Berkeley.
- Online course: Internet access required
- Enroll anytime: You have 6 months to complete
- $730 (EDP 897116)
Proctored final exam
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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
Sections closed for enrollment
Mon. June 1, San Francisco
GEORGE NOCETI, M.B.A., M.A., is a financial advisor with Morgan Stanley in Walnut Creek, California and is a seminar leader pioneering "Financial Education With A Purpose." In addition to advising individuals and couples, he also presents retirement planning workshops at employers' worksites. Noceti specializes in retirement planning and helps individuals develop a retirement action plan. In addition to his M.B.A., he has a master's degree in education.
- 10 meetings
- June 1 to Aug. 3: Mon., 6-9 pm
- San Francisco: Room 809, UC Berkeley Extension Downtown Center, 425 Market St., 8th Floor (enter on Fremont St.)
- $730 (EDP 315358)
Mon. Sept. 14, San Francisco
MARTIN BROOK, M.B.A., is principal of Martin Brook Associates and provides financial consulting services to individuals and small businesses. He holds a master of business administration degree from the Stanford University and was awarded UC Berkeley Extension’s Certificate in Personal Financial Planning with distinction.
- 10 meetings
- Sept. 14 to Nov. 16: Mon., 6:30-9:30 pm
- San Francisco: Room 817, UC Berkeley Extension Downtown Center, 425 Market St., 8th Floor (enter on Fremont St.)
- $750 (EDP 311688)
Wed. Sept. 30, Berkeley
SHARON KAMPNER, M.B.A., CFP, has more than 10 years of experience working as a fee-based advisor to high-net-worth individuals managing client relationships, various types of investments, and advising on tax and estate planning matters. She has an M.B.A. from the University of Chicago.NOTE: This class is closed. For information about related courses, contact your academic department.
