Learn Why Stocks Go Up and Down, Down, Down
The Foundation of Investments
Steve Minihan, CFP
Co-Founder, Westlake Financial Advisors
March 17-May 26
4:30 - 7:30
This participatory survey course is designed to provide an introductory exposure to financial analysis for individuals who have not been previously exposed to accounting, finance or economics. The course traces the full development of a company from birth to maturity and in the process surveys a wide variety of issues including going public, securities markets, bonds, convertible securities, preferred stock, company asset questions, cash flows and more. The balance sheet, income statement and cash flow financial statements receive thorough review and analysis. Such key methods and concepts as ratio analysis, earnings per share calculations and forecasts, P/E ratio calculations, and numerous other valuable tools are practice taught. Additionally, important topics such as the role of the S.E.C., relationships between financial institutions, and a discussion of both sell and buy side firms are covered. Class discussion and participation on numerous in-class exercises are required, therefore punctual attendance is essential.
Steve Minihan is a Certified Financial PlannerTM professional and co-founder of Westlake Financial Advisors, a Registered Investment Advisory firm providing comprehensive financial planning and asset management services. Steve teaches courses in Investments, Financial Analysis and Tax in the UCLA and UC Santa Barbara Extension certificate programs in Personal Financial Planning. His prior experience includes President of PayPoint Electronic Payment Systems, Inc., a standalone subsidiary of the Atlantic Richfield Company (ARCO). Steve also held management positions in corporate finance, strategic planning, project evaluation, and financial operations in ARCO's corporate and operating organizations. Prior to his corporate experience, Steve was a Senior Economist and the Director of Economic Analysis for the U.S. Department of Energy. Steve holds a MBA in Financial Management from the University of Chicago, and is an Enrolled Agent.
CFALA Members $375
CFALA Non-Members $425
1 California Plaza Training Room
300 S. Grand Avenue, Downtown Los Angeles
Class Dates: 11 consecutive Tuesday evening beginning March 17.
3/17, 3/24, 3/31, 4/7, 4/14, 4/21, 4/28, 5/5, 5/12, 5/19, 5/26