Course detailUci DceGeneral subjectopen

MGMT X433.37

Principles of Financial Analysis

Learn the basic analytical and mathematical tools used in personal financial planning.

The concepts of cash flow, time value of money, present value, future value, annuities, amortization, net present value, and internal rate of return will be explored.

Note: Throughout this course, you will need to complete mathematical calculations.

The course will introduce students to the HP 10BII or HP 12C calculators, two of the calculators approved for the CFP exam.

Schedule note
2026-06-22 - 2026-09-13; 12 week(s); 7 meeting(s)

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