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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 29—Oct 27
Time: 7:00—8:50 pm (PT)
Refund Deadline: Oct 1
Unit: 1
Tuition: $455
Instructor(s): Christopher Canellos
Class Recording Available: Yes
Status: Registration opens Aug 22, 8:30 am (PT)
 
Fall
Live Online(About Formats)
Thursdays
7:00—8:50 pm (PT)
Date(s)
Sep 29—Oct 27
5 weeks
Refund Date
Oct 1
1 Unit
Fees
$455
Instructor(s):
Christopher Canellos
Recording
Yes
Registration opens Aug 22, 8:30 am (PT)
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. The course will provide an update on any significant personal tax legislation that has been enacted in 2022.

CHRISTOPHER CANELLOS
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.