This personal finance course empowers you to make better financial decisions for yourself and your family. The course covers a broad selection of financial literacy topics, including, among others: financial planning, investing, budgeting, retirement planning, saving for children’s college education, managing household and student debt, assessing insurance needs (life, disability, home, auto), and engaging constructively with financial advisors (or reducing your reliance on them, depending on your preference).
All courses include:
Johns Hopkins Carey Business School Office of Executive Education is a CAE Approved Provider. This program meets the requirements for fulfilling the professional development requirements to earn or maintain the Certified Association Executive credential. Every program that we offer which qualifies for CAE credit will clearly identify the number of CAE credits granted for full participation, and we will maintain records of your participation in accord with CAE policies. For more information about the CAE credential or Approved Provider program, please visit www.asaecenter.org/cae.
As a CAE Approved Provider educational program related to the CAE exam content outline, this program may be applied for 21 credits toward your CAE application or renewal professional development requirements.
Johns Hopkins University is recognized by SHRM to offer SHRM-CP or SHRM-SCP professional development credits. This program is valid for 18 PDCs.
For more information about certification or recertification, please visit shrmcertification.org.
Who should attend
- Anyone interested in learning how to build a budget, set spending and saving goals, and investing to get more from your money.
What you will learn
- Write a household financial plan
- Track your household’s net worth (net wealth) over time in a balance sheet and project its growth into the future
- Prioritize debt repayment
- Create and maintain a household budget helping you to live within your means
- Prepare for retirement
- Deal with financial advisors
- Select insurance coverage
Professor, Carey Business School
Yuval Bar-Or is an expert in risk management, corporate turnarounds, and financial literacy. Prior to joining the Carey Business School, he was a managing director and held senior strategy and product management responsibilities at several New York-based companies. He received his PhD in Finance from the Wharton School.