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Finance & Investments
Enroll at uclaextension.edu or call (800) 825-9971
FINANCE & INVESTMENTS
For more information call (310) 206-7247.
Credit Analysis & Management For more information call (310) 206-1654 or email fmpcertificate@uclaextension.edu.
MGMT X 430.614
Writing and Presenting a Credit Analysis
4.0 units 3.3 CEUs Improve your basic business writing skills and focus those skills as you learn to write a concise and directed credit analysis, beginning with a general template and then moving to a format that follows best practices. Topics include the “five Ps” of credit analysis—People, Pur‑ pose, Payment, Protection, and Perspective—and writing the credit analysis/structuring summary, including understanding your audi‑ ence, essential communications, effective visuals, and report presenta‑ tion. You are exposed to real clients and data designed to challenge your writing skills. The course provides supporting documentation and information in the context of writing skills, and the learning environ‑ ment is enhanced by extensive use of exercises and critiques of credit analysis writing samples. At the conclusion of the course, you should be able to write a concise and coherent credit analysis and effectively present findings to a credit manager or credit committee. Reg# 387099 Fee: $795 No refund after 24 June. mOnline June 20-Sept. 4 Enrollment limited. & Deborah Meng, MBA, CRCM, CAMS, large banking organizations, Federal Reserve Bank of San Francisco
Finance Those students planning to pursue a career as financial or investment professionals are advised to enroll in the Finance Certificate. Students are advised to complete MGMT X 1A and MGMT X 1B Principles of Financial Accounting (or equivalent courses) and MGMT X 422 Cost Accounting and Analysis before enrolling in the certificate, since these are prerequisites for many courses in the curriculum.
Finance For more information call (310) 206-1689 or email pwilliams@uclaextension.edu.
MGMT X 130A
Applied Managerial Finance
4.0 units 3.3 CEUs This course offers an introduction to some of the more important topics in Managerial Finance, with an emphasis on the methods and sources of financing for corporations. Topics include corporate finan‑ cial analysis, financial planning procedures, present value and security valuation, capital budgeting, capital structure, and approaches to raising capital. The course also covers securities markets, factors, and models explaining security returns, as well as the concept of market efficiency. Financial calculator is required. c Prerequisite(s): MGMT X 1A and MGMT X 1B Principles of Financial Accounting or equivalent, or consent of instructor. Reg# 386993 Fee: $795 No refund after 24 June. mOnline June 20-Sept. 4 Enrollment limited. & Wayne A Hollman, BA, MBA, PhD, financial advisor
MGMT X 130B
Advanced Applications of Managerial Finance
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IN-PERSON, page 1.
A REMOTE, page 1.
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HYBRID (IN-PERSON), page 1. HYBRID (REMOTE), page 1. WEB-ENHANCED COURSE, page 1.
& TEXTBOOK REQUIRED C UC CREDIT
4.0 units 3.3 CEUs This course demonstrates the advanced implementation of corporate finance through the presentation of theories and their applications. Students analyze stock and bond valuations, capital budgeting and working capital management, leasing, option pricing, risk/return, cost of capital, financial forecasting, capital structures, dividend policy, and investment banking. The implications of market responses to major financial strategies are also examined. c Prerequisite(s): MGMT X 130A Applied Managerial Finance or consent of instructor. Reg# 387112 Fee: $795 No refund after 13 July. F Hybrid (In-Person) 10 mtgs Thursday, 6:30-8:30pm, June 30-Sept. 1 UCLA Extension Gayley Center: 1145 Gayley Ave. No meeting June 23. One meeting to be arranged. Visitors not permitted. c & Fred Kuhns, CMA, MBA, principal, FRK Consulting
MGMT X 430.131
Business Acquisition and Divestiture: Strategy and Finance
4.0 units 3.3 CEUs This course is intended primarily for investors looking to acquire a small to mid-sized business or corporate executives and professionals looking to expand their company’s prospects via merger and acquisi‑ tion (M&A). This course combines an analytical framework with real-world applications to introduce the key processes and techniques involving business combinations. Key topics include current trends in M&A, accounting foundations, legal constraints, tax implications, business valuation techniques, and M&A risk management. Students learn how to prepare, evaluate, and execute business mergers and acquisitions through lectures, discussion forums, case studies, and assigned practice questions. Participants leave the course with an understanding of how to put together a deal, minimize overpaying, and increase their chances of success in a business combination. Prerequisite(s): MGMT X 130A Basic Managerial Finance or equivalent, or the consent of the instructor. Reg# 387178 Fee: $795 No refund after 4 July. L Hybrid (Remote) 11 mtgs Tuesday, 5:30-7:30pm, June 21-Aug. 30 Remote Classroom Enrollment limited. & Laura Azzalina Rigali, MBA, CPA, founder, ILLUMINATE
MGMT X 430.132
Business Valuation
4.0 units 3.3 CEUs This course explores the basics of business valuation, including how businesses, equity, and enterprise are valued. Students learn the main methods of valuation (intrinsic and relative), their strengths and weak‑ nesses, and when to apply each. Topics include discounted cash flow, comparable market multiples, comparable transaction multiples, and liquidation/terminal value. Additional topics include free cash flow, financial statement analysis, industry competitive analysis, growth projection, financial forecasting, discount rate, and capital asset pricing. Prerequisite(s): This course is intended for students with strong accounting/finance background. Minimal prerequisites include Intro‑ ductory Financial Accounting and Introductory Corporate Finance. This course also requires working knowledge of Microsoft Excel. Reg# 386948 Fee: $795 No refund after 24 June. mOnline June 20-Sept. 4 Enrollment limited. Elective course in the Finance Certificate. c Peter Lou, MBA, MA, CFA, senior manager, Wells Fargo Bank
