Who should attend
Anyone interested in learning how to build a budget, set spending and saving goals, and investing to get more from your money.
About the course
In a world of deregulated financial services and advisors with conflicted agendas, personal finance decisions are more important than ever. Yet few adults have a comprehensive understanding of the body of knowledge needed to make constructive household financial planning decisions. This personal finance course provides you with a comprehensive understanding of interrelated personal finance topics, including, among others: general financial planning, investing, budgeting, retirement planning, saving for children’s college education, managing household and student debt, assessing insurance needs (life, disability, home, auto), and engaging constructively with financial advisors. Exercises, spreadsheet templates and links to additional resources are shared with participants. The course minimizes bias by excluding industry professionals (financial advisors, brokers, insurance agents) from course design and delivery. This course is focused on education. No financial products
Dr. Bar-Or is an award-winning professor and founder of the Pillars of Wealth personal finance literacy initiative for doctors. He is an Associate Professor of Practice at Johns Hopkins University's Carey Business School and serves as the academic director of the Flex MBA and dual degree programs...
Videos and materials
Because of COVID-19, many providers are cancelling or postponing in-person programs or providing online participation options.
We are happy to help you find a suitable online alternative.