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BUS 02 — Financial Planning: Part I

Quarter: Fall
Day(s): Tuesdays
Course Format: On-campus
Duration: 5 weeks
Date(s): Sep 24—Oct 22
Time: 7:00—8:50 pm
Drop Deadline: Oct 7
Unit: 1
Tuition: $425
Instructor(s): Christopher Canellos
7:00—8:50 pm
Sep 24—Oct 22
5 weeks
Drop By
Oct 7
1 Unit
Christopher Canellos
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.

This is the first course in a two-part sequence. Part II (Winter 2020) will cover investing in bonds and real estate, as well as specific strategies for retirement and estate planning based upon the foundation established in Part I. While these courses build upon one another, each course can be taken independently as well.

Christopher Canellos, Tax Director, Stanford

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 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.