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Financial & Planning

With an emphasis on making sound financial decisions, our financial planning and personal finance classes are designed to teach steps to maximizing personal wealth. Classes are taught by financial management professionals and focus on everything from improving credit to real estate investing.

We also offer the Dalton Certified Financial Planner™ preparation course in synchronous and asynchronous online environments. Dalton is an industry leader in preparing professionals for the CFP® examination.

Course and Registration Information

Select the course title below for schedule and registration details.

Fundamentals of Financial Planning and Investing
Course Offerings (1)
October 2, 2017 through October 4, 2017
Mondays/Tuesdays/Wednesdays: 6:00 - 8:30 pm
Instructor: David Simpson
CRN: FIN118.01
Fee: $55
Description
Whether you are an experienced or inexperienced investor, this course is designed to provide you with the tools required to make sound financial decisions. Learn strategies to help build an effective investment portfolio, plan for retirement, pay for your children's or grandchildren's education, reduce your taxes, protect your money and assets, avoid probate and reduce your estate taxes, leave more of your wealth to your heirs, and much more! This comprehensive course includes a workbook that will become a valuable resource long after the workshop has ended.

Passport to Retirement
Course Offerings (2)
October 12, 2017 through October 19, 2017
Thursdays: 6:30 - 9:30 pm
Instructor: David Koren
CRN: PSRET118.02
Fee: $50
October 17, 2017 through October 24, 2017
Tuesdays: 6:30 - 9:30 pm
Instructor: David Koren
CRN: PSRET118.01
Fee: $50
Description
This new comprehensive seminar and workshop will cover a variety of important topics in retirement education. Through these content-rich sections, you will be presented with a 'passport' to sound financial decision-making under the guidance of our instructor. Topics include defining and creating your retirement, assessing cost, evaluating your sources of income, and investing for the future. Additional areas of focus include protecting your health and wealth, receiving funds from your plans, and managing your estate contribution. All materials are included, and each registered student may bring a guest at no charge.

Personal Finance
Course Offerings (1)
Instructor: Matt Crabtree, CFP
CRN: ED2GO316.10
Fee: $95
Online. Offered in partnership with ed2go. Eligible for faculty/staff tuition remission.
Description
This course will prepare you for a lifetime of worthwhile personal financial planning. The tools you will learn are useful, realistic, and easy to work into your regular routine. They will help you gain control over the financial impact of the choices you make.

Rejuvenate your Retirement
Course Offerings (2)
October 17, 2017 through October 24, 2017
Tuesdays: 1:00 - 3:30 pm
Instructor: David Koren
CRN: RJV118.02
Fee: $40
October 26, 2017 through November 2, 2017
Thursdays: 9:30 am - 12:00 pm
Instructor: David Koren
CRN: RJV118.01
Fee: $40
Description
This course provides retirees with easy-to-understand information on important lifestyle and financial issues often faced during retirement. This comprehensive course will help attendees plan fun and fulfilling activities to stay mentally, physically and socially active; calculate IRS-required minimum distributions from retirement plans; examine how investment returns are taxed; and plan for health care, long-term care, incapacity and end-of-life decisions.

Retire Rich: Smart Steps for 20 and 30-somethings
Course Offerings (1)
September 5, 2017 through September 29, 2017
Instructor: LRN Staff
CRN: LRN118.87
Fee: $195
Online. Offered through our partnership with LERN.
Description
Do you want to achieve financial independence and true freedom to indulge in whatever makes you happy? Do you want to live life to the fullest, while only working when you want to? Imagine how great it would be to spend all of your time doing the things that matter most to you, all the while knowing you are financially secure. Envision your future free from the typical 9-to-5 grind. This course can show you how. Did you know 56% of Americans retire with less than $10,000 and that many people, even rich people, live paycheck to paycheck? It does take planning, but it is attainable and the sooner you begin, the better off you will be! Investing can be intimidating, especially if you have never done it before or know what to do. No one is born knowing how to be smart with money, and most people are not taught this at home or at school. But it is not that complicated, and this course will show you how to budget, plan, and invest for a comfortable retirement and successful future.

Retirement Planning Today
Course Offerings (3)
September 12, 2017 through September 19, 2017
Tuesdays: 6:30 - 9:30 pm
Instructor: David Koren
CRN: RPT118.03
Fee: $50
October 3, 2017 through October 10, 2017
Tuesdays: 6:30 - 9:30 pm
Instructor: David Koren
CRN: RPT118.04
Fee: $50
October 14, 2017 through October 21, 2017
Saturdays: 9:30 am - 12:30 pm
Instructor: David Koren
CRN: RPT118.02
Fee: $50
Description
This comprehensive, interactive course will benefit you if you are interested in getting the most out of your retirement. Attendees will learn how to create a plan to retire early, use the new tax laws to their advantage, ask the right questions when evaluating insurance coverage, select the retirement plan distribution choice that is right for them, use investment strategies to minimize risks and maximize returns, and plan retirement income strategies to preserve your standard of living.

Contact Us

Professional & Continuing Studies
Special Programs Building
28 Westhampton Way
Univ. of Richmond, VA 23173

Phone: (804) 289-8133
Fax: (804) 289-8138
spcs@richmond.edu