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BUS 03 — Financial Planning: Part II

Quarter: Winter
Day(s): Thursdays
Course Format: On-campus
Duration: 5 weeks
Date(s): Jan 18—Feb 15
Time: 7:00—8:50 pm
Drop Deadline: Jan 31
Unit: 1
Tuition: $400
Instructor(s): Christopher Canellos
Status: Open
7:00—8:50 pm
Jan 18—Feb 15
5 weeks
Drop By
Jan 31
1 Unit
Christopher Canellos
The world of personal finance can appear 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. Topics in this course include investing in bonds and real estate, creative strategies for saving for college and retirement, and estate planning. Recent significant changes in these areas will also be discussed. We will meet the apocalyptic Four Horsemen of Financial Planning—taxes, inflation, risk, and administrative costs—and see what mischief each causes and how to minimize their impact.

This is the second course in a two-part sequence. Part I covered investing in stocks and mutual funds as well as strategies for achieving financial goals. While these courses build upon one another, each course can be taken independently as well.

Christopher Canellos, Tax Director, Stanford; Lecturer, Stanford Graduate School of Business

Christopher Canellos has been a certified public accountant for more than three decades. He is a recipient of the Walter J. Gores Award for Excellence in Teaching and has been a lecturer at the Stanford Graduate School of Business for more than twenty years. Canellos received an MBA from Stanford.

Textbooks for this course:

There are no required textbooks; however, some fee-based online readings may be assigned.