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BUS 02 — Financial Planning: Part I

Quarter: Fall
Day(s): Thursdays
Course Format: Live Online (About Formats)
Duration: 5 weeks
Date(s): Sep 30—Oct 28
Time: 7:00—8:50 pm (PT)
Refund Deadline: Oct 2
Unit: 1
Tuition: $425
Instructor(s): Christopher Canellos
Class Recording Available: Yes
Status: Open
DOWNLOAD THE SYLLABUS » (subject to change)
Live Online(About Formats)
7:00—8:50 pm (PT)
Sep 30—Oct 28
5 weeks
Refund Date
Oct 2
1 Unit
Christopher Canellos
DOWNLOAD THE SYLLABUS » (subject to change)
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 legislation that is intended to help individuals and businesses in the current economic environment, such as the SECURE and CARES acts. The course will provide an update of any significant personal tax legislation that has been enacted during 2021.

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 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.