Course Title:

Personal Financial Planning


Lewis University

Albuquerque, Chicago, Oak Brook, Romeoville, United States

Course format: Classroom

Basic Personal Investing
The seminar will introduce students to the World of Investing. Risk and return, alternative investment, mutual funds, and retirement planning will be emphasized. Students will become investment literate and will understand how to plan for retirement and how to structure their retirement portfolio.

Economics of Investing (Online)
Many theories of investment analysis exist in Economics. They in many cases require use and understanding of economic data. They require the investor to determine his other preference for risk. This seminar will explore step by step the necessary economics theory, data, and risk analysis required to become a successful long-term investor.

Entrepreneurial Finance
This seminar will introduce the student to the many stages of capital formation for new businesses. Special emphasis will be placed on the venture capital process and the initial public offering. Also included will be small case studies on how to value a closely held business and the special risks facing such organizations.

Real Estate
To help prepare for the most expensive purchase most people will ever make, home ownership, this seminar will introduce you to techniques used every day in the Real Estate Industry. Topics will include: the role of Realtors, property selection, determining a property&,#146,s market value, financing, price negotiations, forms of ownership, legal contracts, legal responsibilities of both buyers and sellers, and more.

Tax Law Change
This seminar will be a non-technical consumer-oriented look at Individual Income taxation as it applies to the current tax-filling year. In a general, user-friendly manner, we will overview the recent federal tax acts of the past five years. These Acts form the basis of all current taxation. Further, we will look at n ...

Elements of this syllabus are subject to change. Training programs and their availability may vary by location.

Please visit the school's official website or social networks for the latest training price and schedule.

Phone No.: (800) 897-9000

School Address/Venue(s):

One University Parkway
Romeoville, IL 60446-2200

Free Course List: Albuquerque, Chicago, Oak Brook, Romeoville

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