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Personal Finance Classes Boston, MA

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Personal Finance Classes Coming up in Boston

Capstone Course in Financial Planning

at Boston University CPE - Allston
755 Commonwealth Ave Ste B18, Boston, Massachusetts 02215

This course will enhance the knowledge and skills of students seeking to attain CFP® certification, including the ability to deliver professional and competent financial planning services to the public. The course integrates financial planning subjects learned in previous courses and demonstrates how to apply this knowledge to the development of a...

$995

6 sessions

Fundamentals of Market Analysis

at Boston University CPE - Allston
755 Commonwealth Ave Ste B18, Boston, Massachusetts 02215

This is an introductory course for real estate professionals who want to learn how to prepare or understand market analyses. Participants will be taught the general requirements and data sources necessary to conduct a market study and how this influences the acquisition, financing and development decision-making process. Guest speakers from various...

$725

8 sessions

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Retirement Planning and Employee Benefits

at Boston University CPE - Allston
755 Commonwealth Ave Ste B18, Boston, Massachusetts 02215

This course covers retirement planning for individuals and business owners. Learn how to conduct a retirement needs analysis and the key factors that affect plan selection for business owners. Qualified and non-qualified retirement plans, their provisions and taxation, will be thoroughly examined in this course. Other topics include distribution rules,...

$945

11 sessions

Estate Planning

at Boston University CPE - Allston
755 Commonwealth Ave Ste B18, Boston, Massachusetts 02215

This course provides an overview of estate planning and the various strategies and techniques available for creating an effective estate plan. Transfer taxes such as gift, estate and generation-skipping transfer taxes are introduced along with planning techniques to minimize taxes on wealth transfers. The non-tax aspects of estate planning, such as...

$945

11 sessions

Introduction to Financial Planning

at Boston University CPE - Allston
755 Commonwealth Ave Ste B18, Boston, Massachusetts 02215

This course provides a comprehensive examination of the entire financial planning process, along with an overview of the specific areas of personal income tax planning, risk management and insurance, investment planning, retirement planning and estate planning.  The course introduces methods of gathering client data and teaches students how to...

$945

12 sessions

Essential Management Skills for Emerging Leaders

at Harvard Division of Continuing Education - Cambridge
1 Brattle Square, Cambridge, Massachusetts 02138

Companies across every industry are facing complex organizational challenges that require the rapid development of new and agile leaders. More than ever before, emerging leaders must quickly learn and deploy core management skills, develop a broad strategic perspective, take their leadership skills to the next level, and expand their professional and...

$5,895

60 sessions

Strategic Sales Management

at Harvard Division of Continuing Education - Cambridge
1 Brattle Square, Cambridge, Massachusetts 02138

Great salespeople are critical to the performance of an organization. But its success depends on its sales managers and their capabilities to effectively set goals, objectives, and priorities that align with the larger firm. In this intensive Strategic Sales Management program, you will explore characteristics of exceptional sales leadership, and...

$2,750

2 sessions

Smart Women Love Money

at Six Degrees Society

Never thought you had enough money to start investing? Alice Finn, Founder and CEO of Powerhouse Assets and Author of Smart Women Love Money, will teach us five simple, life-changing rules of investing.  What:  Each attendee will receive 2 curated 15 minute matches followed by a fireside chat with Alice Finn, Author of Smart Women Love...

$30
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Student Loan Debt Relief

at Assabet After Dark - Marlborough
215 Fitchburg St, Boston, Massachusetts 01752

If you are paying off student loans, you need to attend this workshop! You will learn the advantages and “how to” of consolidating government student loans – reducing your monthly payments - as well as rapidly paying off crushing long term debt.  Reducing your student loan monthly payments can automatically be used to help you eliminate...

$55
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Investing in the Life You Deserve - Today and Tomorrow

at Assabet After Dark - Marlborough
215 Fitchburg St, Boston, Massachusetts 01752

How can you strike a balance between living for today and saving for tomorrow?  This is a question that many young people face.  The truth is, it takes a change in mindset to really understand how to save and to create wealth.  Unfortunately, for many young people, it is more difficult than ever to establish financial confidence and...

$59
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Passport to Retirement

at Assabet After Dark - Marlborough
215 Fitchburg St, Boston, Massachusetts 01752

Learn how to avoid the ten biggest retirement planning mistakes! Whether your objective is to build a nest egg, protect your assets, or preserve your lifestyle throughout retirement, the need for sound financial strategies has never been greater.  In this course, you'll learn how to create a plan to retire early; manage investment risks; use...

$79

3 sessions

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Yes, You Can Raise Financially Aware Kids

at Assabet After Dark - Marlborough
215 Fitchburg St, Boston, Massachusetts 01752

Who wants to help their children and grandchildren learn about effective money management techniques?  Learn the tools necessary to have rewarding conversations with those you care about so that they can build financial confidence early on.  You will explore different strategies for effectively sharing concepts and developing habits over...

$59
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Social Security: Your Questions Answered

at Assabet After Dark - Marlborough
215 Fitchburg St, Boston, Massachusetts 01752

Learn key facts about the Social Security program including how benefits are calculated; full retirement age and choosing the right time to file; receiving benefits while working; provisional income and tax implications; and options for spouses and ex-spouses. There will be plenty of time for questions.

$59
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