Personal Finance & Investing - Introduction | Cleveland State University Professional Development Center in Cleveland


Personal Finance & Investing - Introduction

Course Description

For many of us who are not financial professionals, worrying about money and saving for the future can be a chore. In this course, you will learn the basics of personal finance—earning, spending, saving, and investing—with an eye for finding opportunities to enrich your life, pay down debt, and grow your money wisely. Learn about basic investing concepts and key considerations when investing. Learn about investing regularly and how diversifying your investments can help you manage your risk of loss.

Who Should Attend

Those will little or no knowledge in 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.

Course Objectives

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

  • Understand your financial goals, risk appetite and how they can affect your investment decision
  • Assess your risk appetite
  • Know what are your objectives and considerations when investing?
  • Know what are the financial markets?
  • Know the 3 investment strategies
  • Understand some of the major investment instruments and the associated risks.
  • Construct an investment portfolio


October 20, 2017
10 a.m.-2 p.m.
Location: CSU's Monte Ahuja College of Business, 1860 E. 18th St., Cleveland, OH 44115 (map)

May 15, 2018
10 a.m.-2 p.m.
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 necessary 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.