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Personal
Financial Planning and
Investment for People Living in China
Intensive and in-depth course (suitable for beginner to
intermediate-level students)
Would you like to
feel more confident in the financial decisions you make? Whether you
want to invest on your own or work more effectively with your financial
advisor, this course will demystify financial and accounting jargon,
provide strategies for setting achievable goals, and identify sound
financial advice. You will also learn to assess risk as it pertains to
asset allocation, manage cash flows, evaluate your insurance needs, and
explore the essentials of retirement, education, and estate
planning. The course will cover how to value stocks and bonds and
manage a portfolio, as well as evaluate alternative investments like
real estate and hedge funds. We will also cover the basics of mutual
funds, tax efficiency, the psychology of investing and the market impact
of economic events and trends. And because you live in China, the course
will touch on the opportunities and risks of investing in Chinese
markets and the potential for offshore structures. The goal of this
course is to offer a straight-forward and unbiased introduction to
personal finance to help you formulate or revise your overall approach
to personal finance and make the most of your money.
Course Title:
Personal Finance
Tuition Fee: RMB 3200
Fall Session 2008:
October 7th to December 13th
Section A:
Tuesday mornings (10:00 AM - 12:30
PM) Registration Closed
10 weeks from October 7th to December 9th (Course Code: PF107)
Location: ELC Learning Annex
Section B:
Tuesday afternoons (1:00 PM - 3:30
PM) Registration Closed
10 weeks from October 7th to December 9th (Course Code: PF108)
Location: ELC Learning Annex
Section C:
Tuesday evenings (6:30 PM - 9:00
PM) Registration Closed
10 weeks from October 7th to December 9th (Course Code: PF109)
Location: ELC Learning Annex
Section D:
Saturday mornings (10:00 AM - 12:30
PM) Registration Closed
10 weeks from October 11th to December 13th (Course Code: PF110)
Location: ELC Learning Annex
Winter Session 2009:
February 17th to April 25th
Section E:
Tuesday mornings (10:00 AM - 12:30
PM)
10 weeks from February 17th to April 21st (Course Code: PF103)
Location: ELC Learning Annex
Section F:
Tuesday afternoons (1:00 PM -
3:30 PM)
10 weeks from February 17th to April 21st (Course Code: PF104)
Location: ELC Learning Annex
Section G:
Tuesday evenings (6:30 PM -
9:00 PM)
10 weeks from February 17th to April 21st (Course Code: PF105)
Location: ELC Learning Annex
Section H:
Saturday mornings (10:00 AM -
12:30 PM)
10 weeks from February 21st to April 25th (Course Code: PF106)
Location: ELC Learning Annex
CLICK HERE TO REGISTER FOR THIS COURSE
Registration Procedure:
Please register
online first to reserve your place.
You will then receive a confirmation email with further details. Next, payment must be made on site at the ELC
Learning Annex during the payment dates shown below (you can come in
person or send someone).
Tuition payment for the Winter Session will take place on Saturday and
Sunday, February 7th and 8th, 2009,
at the ELC Learning Annex between 10:00 a.m.
and 1:00 p.m..
Click here for map.
Please note: classes
are kept small for the students' benefit (generally between 6 and 12
people). Register early to reserve your place. Payment must be received on
time to complete your enrollment and maintain your reservation in the class(es) for which you have registered.
(Any course that does not meet sufficient enrollment may be cancelled and
a full refund provided upon presentation of your original receipt.)
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