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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 16—Mar 22
Refund Deadline: Jan 19
Units: 2
Tuition: $805
Instructor(s): Kenneth Jeffrey Marshall
Limit: 200
Class Recording Available: Yes
Status: Open
ACCESS THE SYLLABUS » (subject to change)
Flex Online(About Formats)
Jan 16—Mar 22
10 weeks
Refund Date
Jan 19
2 Units
Kenneth Jeffrey Marshall
ACCESS THE SYLLABUS » (subject to change)
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 various 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 will focus on simple solutions that work. We will not dwell on formulas, Wall Street jargon, or untested investments, nor will we 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.

Chairman, Judicial Capital and Judicial Corporation

Kenneth Jeffrey Marshall is a value investor and the author of the book Good Stocks Cheap: Value Investing with Confidence for a Lifetime of Stock Market Outperformance, which was also published in Chinese, and Small Steps to Rich: Personal Finance Made Simple. He has taught more than 1,000 Continuing Studies students, and he has been featured on NPR and CNBC. He also teaches value investing at the Stockholm School of Economics and has lectured on personal finance in both Europe and the United States. He received a BA in economics, international area studies from UCLA and an MBA from Harvard.

Textbooks for this course:

(Required) Kenneth Jeffrey Marshall, Small Steps to Rich: Personal Finance Made Simple, 2nd Edition (ISBN 978-1737673422)