Fundamentals of Personal Financial Planning
Explore the practice of personal financial planning by examining the generic financial planning process model, and financial planning subject areas in investments, estate planning, income taxation, risk management, employee benefits and retirement planning. Examine regulatory, legal and ethical considerations, and the macroeconomic environment.
Learn financial modeling techniques and the
basics of money psychology and counseling skills. In a concluding case
study,
discover what a planning engagement entails and how the various aspects
of the
discipline are integrated into practice.
Prerequisite:
Principles of Financial Analysis or Quantitative Tools for Personal Financial Planning
Instructor(s):
Bryan Chew, J.D., CFP®, is president of Bryan Chew & Associates/Linsco Private Ledger, where he provides comprehensive wealth management planning to his clients. Prior to owning his own business, he worked as a financial planner with The Acacia Group and was a legal research analyst and tax auditor with the Internal Revenue Service.
When:
Jan. 13-March 17: Wed., 5:30-9 p.m.
Format:
Please provide your email address when enrolling to receive your password. You will receive your password the day after the first class meeting. Be sure to set up your email account to receive email from "extensiondlc.net"; otherwise, the email with your password may not reach your inbox. If you do not receive your password in the time frame noted, please email us at adminsupport@extensiondlc.net.
Technical requirements:
Certain elements of this classroom class will be conducted online. Students must have a computer with access to the Internet and an email account in order to complete this course.
Where:
Sutter Square Galleria, 2901 K St, Sacramento, CA
Directions:
Fee:
$720.00 ($770.00 if postmarked after 12/30/2009).
Special Discount fee:
10% discount for organizations enrolling three or more people at the same time in the same course. All registrations must be submitted at the same time and fees paid with one check, credit card or purchase order.
10% discount for FPA members
Credit:
3.5 quarter units academic credit, X420.2
Required textbooks:
Personal Financial Planning Theory & Practice, 5th ed. by Michael Dalton and James Dalton ISBN 9781427769909. Buy this book from the UC Davis Bookstore.
Section:
093PER473
