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BUS 47 W — Personal Finance: A Simple Approach to Mastering Money Choices

Quarter: Winter
Course Format: Flex Online (About Formats)
Duration: 10 weeks
Date(s): Jan 11—Mar 19
Drop Deadline: Jan 14
Units: 2
Tuition: $725
Instructor(s): Kenneth Jeffrey Marshall
Limit: 138
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
Flex Online(About Formats)
Date(s)
Jan 11—Mar 19
10 weeks
Drop By
Jan 14
2 Units
Fees
$725
Instructor(s):
Kenneth Jeffrey Marshall
Limit
138
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.
Managing your personal finances is an important part of living a happy life. But how to do it is rarely taught in school, often clouded in hype, and commonly obfuscated by financial professionals. In this course, we will actualize the potential of personal finance management with a clear approach that any motivated person can adopt. We will do this in three steps. First, we will learn the concepts that underlie good economic decisions: odds, risk, growth, needs, fade, incentives, bias, and dependence. Together, these concepts lay a foundation for making more thoughtful and well-reasoned money choices. Second, we will apply these concepts to view with clarity the different spheres of personal finance: working, spending, borrowing, saving, investing, insuring, and planning. Third, we will learn how to make the best use of different financial products, including annuities, bonds, CDs, ETFs, IRAs, loans, mutual funds, real estate, and stocks. We will also assess the role that intermediaries like financial planners, accountants, and robo-advisors should—or should not—play in our lives. This course focuses on simple solutions that work. We won't dwell on formulas, Wall Street jargon, and untested investments, nor endorse an all-consuming regimen that is hard to adopt. Instead, we will use plain language, timely cases, and time-proven concepts to help students develop the confidence to make good economic decisions over a lifetime.

Interested in learning more about the upcoming course "Personal Finance: A Simple Approach to Mastering Money Choices" this Winter? Join us for a short information session on Wednesday, December 9 with the instructor, Kenneth Jeffrey Marshall. Kenneth will discuss the course and answer any questions you may have. Learn more and register today!

Kenneth Jeffrey Marshall, Chairman, Judicial Capital and Judicial Corporation

Kenneth Jeffrey Marshall is a value investor and author of Good Stocks Cheap, which was recently translated into Chinese. He has taught more than one thousand Continuing Studies students, and he has been featured on NPR and CNBC. Marshall also teaches investing at the Stockholm School of Economics and has lectured on personal finance in both Europe and the United States. He received an MBA from Harvard.
DOWNLOAD THE PRELIMINARY SYLLABUS » (subject to change)