Personal Finance Classes in Los Angeles, CA

Designed to help individual investors understand and evaluate the wealth management landscape.  Become educated on how to become a better consumer of financial products and services. Note: Classroom location listings are also posted outside the CAPS office and the lobby of the 17 Lexington Avenue building.

This course is required to earn the following designations: RPA, CEBS This course provides strategic insights into today’s most pressing challenges that accompany the sponsoring of defined contribution plans in a volatile, global world. From the outset, the course seeks to impart the fundamentals of investment management that should be mastered...

Preserving Family Assets from Estate Taxes, Nursing Home Costs and More Learn how to legally avoid estate taxes and nursing home costs and keep family assets from ending up in unwanted hands, while maintaining control of your assets. You will be taught what needs to be done in order to pass assets to children free of estate tax, how you can protect...

The Tax Cuts and Jobs Act (TCJA), passed in December 2017, made several significant changes to the individual income tax. What provisions in the new tax law could affect you and your family in retirement? In this two-session course, you'll learn important details about the retirement tax updates and how they can make an impact on your retirement. ...

This workshop will be hosted online (Livestream) due to safety considerations, please check out the "Preparation" section on the bottom of this page. Registered participants will be notified in advance of this program with information on how to log in to the workshop. There is little to no financial education or information around money in our education...

Feng Shui: How to Strengthen & Thrive Through a Time of Crisis What you’ll learn: This series will teach us how to apply the tools and wisdom of Feng Shui, an ancient shamanic tradition, to cultivate skillful action and inner strength in this time of crisis. Each class will include calming heart meditations, breathwork and gentle movement...

This workshop is perfect for professionals looking to move to the next level in their career. Build a professional brand story and learn what makes a sellable profile. Whether you are looking to move up, pivot your focus, or find the right next role, build a professional story that helps you stand out. You’ll learn and apply best practices to enhance...

Learn the fundamental principles of comprehensive personal financial planning. Students will be able to diagram the personal financial planning process, construct statements of financial position and cash, understand the fundamentals of retirement planning and estate planning, and have the ability to identify potential tax saving opportunities....

A transformative class teaching you how your money works, the steps needed to achieve financial freedom, and how to organize your finances into an efficient game plan.   The Environment My classes are designed to be personal. You will be in comfortable chairs in a large conference room with plenty of room to move around. The 7-Step Guide The...

Full course title:  Financial Badassery 101: How to Finally Get Your Finances in Shape Money and investing shouldn’t be scary; this course is designed to help students learn about the psychology behind money decisions. Students will learn the basics about savings, debt consolidation, investing now(!), real world experiences with real estate...