Course Title:

Personal Financial Planning


Baruch College

New York City, New York, United States

Course format: Classroom

Discussion of the principles underlying wealth accumulation and exploration of the options available to the individual investor. Such topics as behavior of various capital markets, asset allocation, risk analysis, and portfolio management will be included along with an exploration of the techniques of some of the great investors of this century. The course will also cover retirement planning, tax-advantaged investments, and shifting family income. An understanding of political, economic, and taxation cross-currents is critical to proper planning and therefore will be discussed. ...

Elements of this syllabus are subject to change.

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

Phone No.: 646-312-1000

School Address/Venue(s):

One Bernard Baruch Way
(55 Lexington Ave at 24th St)
New York, NY 10010

Free Course List: New York City

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