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Accelerated Personal Financial Planning

at Mt. San Antonio College - Walnut

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Walnut, Other Suburbs/Cities
1100 N Grand Ave Bldg 40
At W Temple Ave
Walnut, California 91789
Class ID: 55492
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Class Level: All levels
Age Requirements: 18 and older
Average Class Size: 10
Teacher: Andrew Chou

What you'll learn in this financial planning course:

Learn the fundamental principles of comprehensive personal financial planning. Students will be able to diagram the personal financial planning process, construct statements of financial position and cash, understand the fundamentals of retirement planning and estate planning, and have the ability to identify potential tax saving opportunities.

Instructor will present students with unbiased information to understand the basics of successful financial management and help you be your own financial planner.

This workshop will provide students with the head start they need to make better choices with their finances.

Class is conducted workshop style with opportunity questions. Students will receive all course related presentation in a binder.  Previous knowledge in financial planning is not required.

Materials fee in the amount of $10 will be collected by the teacher at the time of the first class.

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Refund Policy
Refunds must be requested at least three business days prior to the first class meeting.      

A $12 processing fee is charged for each class refunded.

No transfers. No makeup sessions for missed classes.

Registrations are non-transferable. If we cancel a class we will notify you and a full refund will be issued.

No refunds are issued for the Phlebotomy program, and Makeup Artistry program.


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Reviews of Classes at Mt. San Antonio College (23)

(23 Reviews)
Accelerated Personal Financial Planning
Reviewed by Jeremy D. on 2/1/2017

School: Mt. San Antonio College

Mt. San Antonio College

At Mt. San Antonio College, we give our students the support and excellent education they need to succeed in new careers, gain admission into top-tier universities, or advance in their current line of work. We have more than 200 degree and certificate programs, 25 support programs, and more than 50...

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