fullscreen background
Skip to main content

Winter Quarter

Winter Catalogues
Now Available
Registration Opens Nov 30
shopping cart icon0

Courses

« Back to Professional & Personal Development

BUS 03 — Financial Planning: Part II

Quarter: Winter
Day(s): Thursdays
Course Format: Live Online (About Formats)
Duration: 5 weeks
Date(s): Jan 14—Feb 11
Time: 7:00—8:50 pm (PT)
Drop Deadline: Jan 16
Unit: 1
Tuition: $425
Instructor(s): Christopher Canellos
Status: Registration opens Nov 30, 8:30 am (PT)
Please Note: Some of our refund deadlines have changed. See this course's drop deadline above and click here for the full policy.
Winter
Live Online(About Formats)
Thursdays
7:00—8:50 pm (PT)
Date(s)
Jan 14—Feb 11
5 weeks
Drop By
Jan 16
1 Unit
Fees
$425
Instructor(s):
Christopher Canellos
Registration opens Nov 30, 8:30 am (PT)
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 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 will 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.

No prerequisites for this course are necessary.

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, 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.
DOWNLOAD THE PRELIMINARY SYLLABUS » (subject to change)