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Accelerated Personal Financial Planning is unfortunately unavailable

Thankfully we have 1 other Financial Planning Class for you to choose from. Check our top choice below or see all classes for more options.

Maximizing Retirement Income

Santa Monica College @ 1900 Pico Blvd, Santa Monica, CA

Discover the secrets to a worry-free retirement. Uncover strategies for projecting income, minimizing taxes, and optimizing Social Security benefits. Learn how to invest wisely for maximum income and security.

(513) All levels 18 and older
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Accelerated Personal Financial Planning

  • All levels
  • 18 and older
  • $52
  • 1100 N Grand Ave, Walnut, CA
  • 5 hours over 2 sessions

Start Dates (0)

  • $52
  • Mt. SAC - Building 40 @ 1100 N Grand Ave Bldg 40, Walnut, CA 91789
  • 5 hours over 2 sessions
  • Class ID: 55492
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Class Description

Description

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.

Refund Policy

Refunds must be requested at least 6 business days prior to the first class meeting. You can email us at [email protected]

  • A $20 processing fee is charged for each class refunded.
  • No transfers.
  • No makeup sessions for missed classes.
  • Registrations are non-transferrable.
  • Refunds are issued within 2-4 weeks after request is received.

If we cancel a class we will notify you and a refund will be issued.

No refunds are issued for the Makeup Artistry program and Swim Lessons.

In any event where a customer wants to cancel their enrollment and is eligible for a full refund, a 5% processing fee will be deducted from the refund amount.

Reviews of Classes at Mt. San Antonio College (81)

(4.5-star rating across 81 reviews)
  • Accelerated Personal Financial Planning

    Reviewed by Jeremy D. on 2/1/2017
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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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Mt. San Antonio College

Mt. San Antonio College

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