Personal Finance
Personal Finance courses for personal money management and financial planning.
Blueprint for Financial Success
We'll discuss wealth management and investments, retirement strategies, asset allocation models, estate planning, and risk management. Build a comprehensive checklist of important financial documents and a list of follow-up action steps.
Learning the Fundamentals of Investing
Our comprehensive overview of investing aims to provide students with the knowledge and skills necessary to help make informed investment decisions. We’ll discuss how stocks, bonds, and other investments fit together as part of a diversified strategy.
Interested in learning more about investments but don’t know exactly where to start? Our course will provide a comprehensive overview of both the principles of investing as well as individual classes of investments. We’ll discuss the ‘time value of money’ and then dig deeper into how stocks, bonds, mutual funds, and other investment vehicles fit together as part of a diversified strategy. Groups will also utilize online resources in order to select individual securities and manage their own virtual portfolios in a friendly competition. While not specifically a financial planning course, we will delve into some of those related aspects while discussing what to look for when working with a financial advisor. The purpose of the course is to provide students with the knowledge and skills necessary to help make informed investment decisions based on facts rather than just instinct and/or gut feelings.
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After completing this course, participants will be able to:
- Examine the fundamentals of security markets and investments as appropriate to the personal investor
- Explore the effects of investments on personal finances
- Determine the financial environment of their personal financial picture
- Demonstrate where different investments fit into their asset mix
Sustainable Impact Investing – Aligning Your Investments with Your Values
Sustainable Impact Investing can generate positive environmental and social outcomes as well as strong financial returns. Our class will give you the tools necessary to develop an investment portfolio that reflects what is important to you.
After completing this course, participants will be able to:
- Differentiate between various forms of Sustainable Impact Investing.
- Explore current trends in Sustainable Impact Investing.
- Assess their goals for this type of investing strategy.
- Incorporate Sustainable Impact investing into their personal investment strategy.