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BUS 03 — Financial Planning: Part II

Quarter: Spring
Day(s): Tuesdays
Course Format: Live Online (About Formats)
Duration: 5 weeks
Date(s): Apr 25—May 23
Time: 7:00—8:50 pm (PT)
Refund Deadline: Apr 27
Unit: 1
Tuition: $450
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)
Apr 25—May 23
5 weeks
Refund Date
Apr 27
1 Unit
Christopher Canellos
DOWNLOAD THE SYLLABUS » (subject to change)
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 background in finance is required.

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.

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.