Financial Planning: Part I

Stanford Continuing Studies

How long?

  • 5 days
  • online

What are the topics?

Stanford Continuing Studies

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About the course

The world of personal finance appears highly complex, and we often willingly delegate control of this area of our lives to others, sometimes to total strangers. Using an entertaining, hands-on approach, this course demystifies that world and helps us to participate actively and wisely in shaping our own financial destiny. In this course, students will identify their financial goals and plan a strategy to achieve them. We will meet the apocalyptic Four Horsemen of Financial Planning—taxes (including the most recent tax changes), inflation, risk, and administrative costs—and see what mischief each causes and how to minimize their impact. Then, we will venture into the financial markets and learn about investing in stocks and mutual funds. We also will cover details of the SECURE and CARES acts, as well as any additional legislation that is intended to help individuals and businesses in the current economic crisis.

Experts

Christopher Canellos

Christopher Canellos, Senior Advisor, Stanford Financial Management Services Christopher Canellos has been a certified public accountant for more than four decades. He is a recipient of the Walter J. Gores Award for Excellence in Teaching and was a lecturer at the Stanford Graduate School of Bus...

Financial Planning: Part I at Stanford Continuing Studies

From  $425

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Disclaimer

Coursalytics is an independent platform to find, compare, and book executive courses. Coursalytics is not endorsed by, sponsored by, or otherwise affiliated with any business school or university.

Full disclaimer.

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