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  • Berkeley Global

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 048

Sep 02, 2021 to Nov 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 in this live, synchronous format. 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 Summer 2021. Learn more about the Live Online format.

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

Th

Time

6:00PM to 9:00PM Pacific Time

Dates

Sep 02, 2021 to Nov 04, 2021

Schedule and Location

View Details

Instructional Hours

30.0

Delivery Options

Online

Available for Credit

2 semester units

Instructors

  • Margaret Pierattini

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 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
  • (Mandatory) Taxes Made Simple: Income Taxes Explained in 100 Pages or Less by Mike Piper © 2014 Simple Subjects, LLC ISBN 978-0981454214
  • (Mandatory) Estate Planning for the Savvy Client: What You Need to Know Before You Meet With Your Lawyer © 2017 ISBN 978-0692853061

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

English Language Proficiency Requirements

All of our courses are taught in English. For you to be successful, you should be able to demonstrate your English proficiency by speaking at the following testing levels:

  • TOEFL: 90
  • IELTS Academic Format: 7
  • DAAD: C1
  • TEM-4 or TEM-8: Level 70
  • iBT Special Home Edition and myBest scores are accepted. Scores must be from the past two years.
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Berkeley, CA 94704-7000

extension@berkeley.edu

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