BUS 03 — Financial Planning: Part II
Quarter: Spring
Instructor(s): Christopher Canellos
Date(s): Apr 30—May 28
Class Recording Available: Yes
Class Meeting Day: Tuesdays
Class Meeting Time: 7:00—8:50 pm (PT)
Tuition: $470
Refund Deadline: May 2
Unit(s): 1
Status: Open
Personal finance is a labyrinth of opportunities and pitfalls, and understanding it is critical to achieving financial security and success. Using an entertaining, hands-on approach, this course continues to demystify that world. Students will receive tips on maximizing returns on short-term conservative investments while preserving flexibility, minimizing taxes through the lifecycle of home ownership and other real estate investments, affording college education for their families, saving for a comfortable retirement, and efficiently transferring family assets at the end of life. By the end of this course, students will have the knowledge and skills to take charge of their financial future and make intelligent decisions that will benefit them in the short and long term.
Course topics include:
- Investing in cash and bonds
- Personal and real estate investing
- Education and tuition planning
- Retirement and investment planning
- Estate planning and life transitions
This is the second course in a two-part series. The first course, BUS 02: "Financial Planning: Part I," covers investing in stocks and mutual funds as well as identifying financial goals and strategies for achieving them. Although Part I is not a prerequisite, students who are not yet familiar with fundamental principles such as goal setting, taxes, risk management, and equity investing are recommended to complete it before proceeding to Part II. A background in finance is not a prerequisite for either course.
CHRISTOPHER CANELLOS
Former 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.