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Personal Finance

The School of Professional & Continuing Studies offers classes and programs focused on financial planning, personal financial well-being, and preparing for financial independence.

Our classes and programs cover investing, investment management, and retirement planning among other topics.

Certified Financial Planner

The Certified Financial Planner program, in partnership with Dalton Education, offers both a self-paced online program and a live instruction online program, both providing coursework toward becoming a Certified Financial Planner™.

Upcoming Courses

Courses

The investment environment seems to change as quickly as the Richmond weather. How do you know where to put your hard-earned savings? Do you need a comprehensive financial plan? How do you know if the expenses and fees associated with an investment are fair or worth it? Whether you are just beginning to save or have a comfortable nest-egg, this course will focus on objective answers to these questions.


Every week on Tuesday, starting on 10/08/19 and ending on 10/15/19
Every week on Thursday, starting on 10/10/19 and ending on 10/17/19
Many of the retirement strategies utilized by your parents have grown outdated and may no longer be applicable to those looking to retire today. This class compares and contrasts the old retirement paradigms of yesteryear and the new paradigms of today as you prepare to retire in the 21st Century. This class is relevant if you are developing a retirement plan, nearing retirement, or recently retired.


Every week on Tuesday, starting on 09/10/19 and ending on 09/17/19, BUS, Room 223
Every week on Thursday, starting on 09/12/19 and ending on 09/19/19, BUS, Room 225
Join us for an objective look into the details of the College Savings Plans available to Virginia residents. Planning for children or grandchildren to go to college has become a daunting task as tuitions increase at a mind-boggling rate and there are numerous options available to save for education funding. We have designed a workshop to help you make an educated decision on which plan to utilize in your quest to help your loved one afford his or her education.


Every day, starting on 09/29/19 and ending on 09/29/19
Learn strategies designed to maximize your Social Security benefits and retirement income, help protect your savings, formulate tax planning, and more.


Every day, starting on 11/12/19 and ending on 11/12/19