This course provides an introduction to the fundamental areas included in preparing a comprehensive financial plan for an individual client. Both people with experience in financial industries and those who wish to become practitioners in personal financial planning can benefit from this course. You receive an extensive introduction to the technical skills required in such areas as income tax, investments, insurance, employment benefits, estate planning, and mathematical analysis and their interrelationship in providing comprehensive service. One session covers fundamental concepts in the time value of money as well as algebraic analysis and its application in personal financial planning.
Enrollment is limited.
Students should possess a minimum of a bachelor's degree and at least two years of professional experience in a financial services field. Please provide a brief description of relevant experience, including duration and extent, along with your contact information. He is affiliated with Associated Securities Corp. and Associated Planners Investment Advisory and has a practice in Mill Valley. He specializes in financial planning, portfolio design, tax planning, and risk management. He has taught financial planning courses at San Francisco State and Golden Gate University for more than 10 years and currently teaches Survey of Financial Planning, Investments, and Practicum at UC Berkeley Extension.