BUS 03 — Financial Planning: Advanced Strategies for Building and Protecting Wealth
Quarter: Spring
Instructor(s): Christopher Canellos
Date(s): Apr 27—Jun 1
Class Recording Available: Yes
Class Meeting Day: Mondays
Class Meeting Time: 7:00—8:50 pm (PT)
Please Note: No class on May 25
Tuition: $485
Refund Deadline: Apr 29
Unit(s): 1
Status: Registration opens Feb 23, 8:30 am (PT)
Quarter: Spring
Day: Mondays
Duration: 5 weeks
Time: 7:00—8:50 pm (PT)
Date(s): Apr 27—Jun 1
Unit(s): 1
Tuition: $485
Refund Deadline: Apr 29
Instructor(s): Christopher Canellos
Recording Available: Yes
Status: Registration opens Feb 23, 8:30 am (PT)
Please Note: No class on May 25
Personal finance is a labyrinth of opportunities and pitfalls, and understanding it is critical to achieving financial security and success. Using an entertaining, hands-on approach, this course demystifies that world and provides practical strategies for managing money through life’s key stages. Students will learn how to maximize returns on short-term conservative investments while preserving flexibility, minimize taxes across the lifecycle of home ownership and other real estate investments, plan for college expenses, save for a comfortable retirement, and efficiently transfer family assets at the end of life. By the end of the course, students will have the knowledge and tools to take charge of their financial future and make informed decisions that benefit them in both the short and long term.
Course topics include:
- Investing in cash and bonds
- Personal and real estate investing
- Education and tuition planning
- Retirement and investment planning
- Estate planning and life transitions
This course is designed for students who already have a basic understanding of personal finance concepts such as goal setting, taxes, risk management, and equity investing. A background in finance is not required.
CHRISTOPHER CANELLOS
Certified Public Accountant
Christopher Canellos has been a certified public accountant for more than four decades, and he was a senior advisor at Stanford Financial Management Services. He recieved the Walter J. Gores Award for Excellence in Teaching at Stanford and was a lecturer at the Stanford Graduate School of Business from 1982 to 2006. Canellos received an MBA from Stanford. Textbooks for this course:
There are no required textbooks; however, some fee-based online readings may be assigned.