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Survey of Personal Financial Planning

BUS ADM X433

40253
Delivery Options Online
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.
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Sections

Section 045

Canceled Online

Course Fee(s)

Course Fee credit (2 units)

$1,125.00


Type Online, Fixed Date

Enroll in this course by its start date and complete it by its specified end date. There are no live sessions, but plenty of opportunities to collaborate with your classmates and instructor.

Dates

Mar 16, 2021 to May 18, 2021

Instructional Hours

30.00

Delivery Options

Online

Available for Credit

2 semester units

Instructors

  • Daniel Lee

Section Notes

Students must score a 70% or higher on the final exam to pass the course.

Section Materials

  • (Mandatory) Making Money Simple by Peter Lazaroff © 2019 Wiley 1st edition ISBN 978-1119537878
  • (Mandatory) Insurance Made Easy: A Comprehensive Roadmap to the Coverage You Need by Tony Steuer © 2017 Life Insurance Sage Press 1st edition ISBN 978-0984508198
  • (Mandatory) Social Security Made Simple: Social Security Retirement Benefits and Related Planning Topics Explained in 100 Pages or Less by Mike Piper © 2017 Simple Subjects, LLC ISBN 978-0997946512

Section 047

Jun 02, 2021 to Aug 04, 2021 Live Online

Course Fee(s)

Course Fee credit (2 units)

$1,125.00


Type Live Online

Access classroom-style interactive learning from anywhere in the world! Attend scheduled online sessions with your instructor and classmates in addition to completing your coursework.

Live Online format allows you to take classes from anywhere with an internet connection. Classroom sections will be taught in this format through Spring 2021. Learn more about this format.

Beginning August 15, 2020, you must have a Zoom account to participate.

Many schools are now accepting transfer credit for online coursework, including health and sciences programs. Check with your institution before enrolling.

Days

W

Time

6:00PM to 9:00PM Pacific Time

Dates

Jun 02, 2021 to Aug 04, 2021

Schedule and Location

View Details

Instructional Hours

30.0

Delivery Options

Online

Available for Credit

2 semester units

Instructors

  • Margaret Pierattini

This course applies to the following programs:

Certificate Program in Personal Financial Planning

Expand or collapse section

Required Courses

  • Survey of Personal Financial Planning
  • Income Taxes and Personal Financial Planning
  • Investments in Personal Financial Planning: General Principles and Methods
  • Behavioral Finance
  • Insurance in Personal Financial Planning
  • Employment Benefits and Retirement Planning
  • Estate Planning
  • Personal Financial Planning Capstone

Electives

  • Stock Compensation and the Management of Concentration Risks and Opportunities
  • Real Estate Investments for Financial Planners
  • Retirement Income Planning
  • Taxation for Corporations and Other Flow-Through Entities

Learn More About this Program

Notes

If you don't have experience using financial calculators, we recommend that you take Basic Financial Mathematics and Financial Calculators BUS ADM 1002 before enrolling in this course.

Departmental contact: extension-business@berkeley.edu | (510) 642-4231

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Course Fee

Online

Daniel Lee

Daniel Lee, CFA®, CFP®, is a Sr. Wealth Manager at Plancorp and the head of their San Francisco office. He also advises BrightPlan, a digital financial wellness solution. Daniel has over a decade of experience in the financial planning industry and is often quoted in online publications. He is a graduate of the UC Berkeley Extension Personal Financial Planning program, serves on its Advisory Board, and is a recipient of the Tim Kochis Award for Teaching Excellence.

Course Fee

BUS ADM X433 - 047 - Survey of Personal Financial Planning

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