Now that we are retired we have time to take courses out of town. H has quite a bit of knowledge of investment- stock market, etc but he would like to expand his knowledge. We don’t need a financial advisor. We have found some courses offered through Universities economics/MBA department for a week but at a price of like $ 8000 that seems cost prohibitive unless your company is paying for it. Has anyone ever taken any courses of wealth management and personal investment and did you find it useful?
They have inexpensive courses at our local CC and U, continuing ed for adults in the community. Costs for these are nominal, like a few hundred or less. I would recommend those before a $8000 course. I took one–it was OK, but no pressure and no sales of anything. It was taught by professionals in the community. Try calling Us and CCs in your community to see what they have. You may be pleasantly surprised.
If you are interested in options, the Chicago Board Options Exchange has an Education Center with a variety of courses. http://www.cboe.com/education/education-main
I would be very leery of courses taught at CCs. They are likely taught by people in the industry who would like to take your money, and are fishing for clients.
Best coursework I have seen on investment management and financial planning is the wiki on the bogleheads site. They have a well curated selection of recommended books as well.
H is planning on taking an investment course at the local U this fall, but it may end up to be too basic as they only offer one class a year. We are currently auditing as a senior citizen some classes there.
I’d read the credentials of the instructors before deciding. If it’s being taught by an Econ prof/phd vs an industry person, very different.
I also agree that Bogleheads.org has a ton of great resources.