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BUS 02 — Financial Planning: Part I

Quarter: Fall
Day(s): Tuesdays
Course Format: Live Online (About Formats)
Duration: 5 weeks
Date(s): Sep 22—Oct 20
Time: 7:00—8:50 pm (PT)
Drop Deadline: Sep 24
Unit: 1
Tuition: $425
Instructor(s): Christopher Canellos
Status: Closed
Please Note: Some of our refund deadlines have changed. See this course's drop deadline above and click here for the full policy.
Fall
Live Online(About Formats)
Tuesdays
7:00—8:50 pm (PT)
Date(s)
Sep 22—Oct 20
5 weeks
Drop By
Sep 24
1 Unit
Fees
$425
Instructor(s):
Christopher Canellos
Closed
Please Note: Some of our refund deadlines have changed. See this course's drop deadline above and click here for the full policy.
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.

This is the first course in a two-part sequence. Part II (Winter 2021) 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 has received 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.