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™.

Courses

Investing in the COVID Environment

How do you respond when crisis hits? Has your risk tolerance changed? Is your asset allocation designed to weather a storm? Learn how to create a portfolio that can survive a crisis. Should you ride this one out or make changes to your investments? Determine how your appetite for risk changes during times of market volatility and national/global upheaval.

This course contains no sessions

Click here to be notified about the next scheduled program.

Savvy Social Security Planning

In this class, learn strategies designed to maximize your Social Security benefits and retirement income, help protect your savings, formulate tax planning, and more.

This course contains no sessions

Click here to be notified about the next scheduled program.

Women & Investing

What do you need to know to become a self-reliant, financially independent woman? 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? This webinar will focus on objective answers to these questions and relate solutions in a manner that can be applied in our rapidly changing world economy.

This course contains no sessions

Click here to be notified about the next scheduled program.