Personal Finance & Investing - Advanced | CSU Pro Dev

Courses

Personal Finance & Investing - Advanced

Course Description

Want to better understand investments? What is an IRA? How should I invest going forward? In this course, you will learn the basics of investing.

Who Should Attend

Those will little or no knowledge of investment and investment products and want to understand if they should consider investing to enhance their returns. Those who want to find out the features and risk of some major investment products and if they are suitable for risk profile.

Prerequisites

Personal Finance and Investing Introduction or equivalent knowledge

Course Objectives

Upon successful completion of the course, participants will be able to:

  • Know what stocks are and how to do the stock markets work
  • Understand how to buy a stock
  • Know what is market efficiency and why it is important
  • Know what bonds are and why would you be interested in owning them
  • Know what mutual funds are and how would I buy one
  • Know about gold, silver, real estate, etc.
  • Know if you “beat the market”

Schedule

November 3, 2017
10 a.m.-2 p.m.
Location: CSU's Monte Ahuja College of Business, 1860 E. 18th St., Cleveland, OH 44115 (map)

May 17, 2018
10 a.m.-2 p.m.
Location: CSU's Monte Ahuja College of Business, 1860 E. 18th St., Cleveland, OH 44115 (map)

Location

CSU's Monte Ahuja College of Business, 1860 E. 18th St., Cleveland, OH 44115 (map)

CEUs: 0.35

Fee: $189

To receive the EARLY BIRD RATE, you must register at least 6 weeks prior to the start date of the course. Corporate, CSU Student, Alumni and Organization membership discounts available!

Course Benefits

Competency-Based Professional Development: Our programs increase learner retention through application, which results in a more productive workforce.  Students demonstrate their competence by successfully completing a course assessment.

All Inclusive: Each course delivered at CSU includes materials, pre-test and post-test, coffee, snacks, lunch and convenient, on-site parking.

Educated and Experienced Instructors: Our instructors bring years of real-world, classroom and CPA, CFA, SHRM, PhD, and MBA experience. Many hold leadership positions in northeast Ohio organizations and have taught at the graduate and undergraduate levels.

Cost-Effective: The course is designed to minimize travel expenses and time away from work.

Convenient: Flexible schedules are not only an attractive option but a necessity for busy professionals.

Networking Opportunities: Learn from instructors and colleagues who have a variety of industry experiences to share.

Audit option: Students have the option to audit a course they have already attended at no charge within one academic year. Interested students must notify the ProDev office requesting to audit a course a minimum of 10 business days prior to the course start date to ensure there is enough seating. Audit students are responsible for their own parking and lunches. New materials will not be provided.

Corporate, Custom Availability: Can be custom-tailored to the needs of your organization to provide skills your workforce can apply immediately as a corporate training if requested.

Refund Policy

No refunds will be issued if notification is not received seven business days prior to the first day of class. Registrants who cancel will receive a refund, less a $50 processing fee if we receive written notification a minimum of seven business days prior to the first day of class.