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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 049

Jan 26 to Mar 30

Type: Live Online

Instructor:

  • Christopher Rand

Cost: $1,125.00

See section 049 Details

Type Live Online

Days

W

Time

6:00PM to 9:00PM Pacific Time

Dates

Jan 26, 2022 to Mar 30, 2022

Location

Live Online

Schedule and Location

View Details

Instructional Hours

30.0

Location

Live Online

Delivery Options

Online

Available for Credit

2semester units

Section Notes

Please read chapters 2 and 3 of the required book before the first class session.

Section Materials

  • (Mandatory)Making Money Simple by Peter Lazaroff© 2019Wiley1stedition ISBN 978-1119537878

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

Instructional Types

Live Online
Live Online courses provide an interactive learning experience with scheduled synchronous online sessions held via Zoom video conferencing (Pacific Time). Learn more about the Live Online format.
Online, Start Anytime
Continuous enrollment course begins when you enroll. You have a minimum of 90 days and a maximum of 180 days to complete the course.
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.
Classroom
Take classes in-person at our campus.

English Language Proficiency Requirements

All of our courses are taught in English. If English is not your first language, please use the following test scores as guides in order to be successful:

  • TOEFL: 90
  • IELTS Academic Format: 7
  • DAAD: C1
  • TEM-4 or TEM-8: Level 70

Note: You do not need to submit test scores.

Extension

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Berkeley, CA 94704-7000

extension@berkeley.edu

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Course Fee

Christopher Rand

Christopher Rand, Ph.D., CFP®, AIF®, CLU®, has been working as a financial planner for over two decades. He graduated from San Diego State University with a B.S. in Finance and has since earned a M.S. in Financial Services and a Ph.D. in Financial and Retirement Planning from the American College of Financial Services. He has held leadership roles in the financial planning community, including as the FPA of San Diego President and Chairman Emeritus and a National Financial Planning Association (FPA) board member, and served on the CFP Board’s Commission on Standards which produced the new financial planning practice standards, standards of conduct and code of ethics. He currently serve on the CFP Board’s Commission on Sanctions and Fitness.

BUS ADM X433 - 049 - Survey of Personal Financial Planning

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