Author Topic: Recommended Finance Courses?  (Read 3182 times)

lallen8

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Recommended Finance Courses?
« on: July 15, 2018, 01:15:50 PM »
Hi Everyone! I'm recently married and have read tons in the ERE blog world. I've been investing in index funds, made wise use of credit cards, and lived a frugal life. No debt, full faith in my skills, knowledge of where and when my money moves and why. I just got married and he wants to hire a financial advisor to manage our money. I have talked him out of it, but he won't trust my money management skills until I go to a brick and mortar school for some courses. Any recommendations on which courses would actually be useful? I live next to UCONN Stamford, which has a great business school, so I have my pick. Thank you in advance!

prognastat

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Re: Recommended Finance Courses?
« Reply #1 on: July 16, 2018, 07:35:36 AM »
I don't think there are many courses out there that teach a FIRE style financial planning/management. I assume it's because most courses are for teaching financial advisors and there isn't too much money in FIRE style financial management.

I would be concerned though that you are being questioned by your significant other to the point of needing to take a course for him to trust your judgement. Have you made any massive financial missteps previously in your relationship? Because if you haven't then they should be a bit more trusting. If so it might be worth having a discussion simply as to why he doesn't trust you. A solution might be for your partner to actually read up on your current plan themself first.
« Last Edit: July 16, 2018, 07:42:10 AM by prognastat »

lallen8

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Re: Recommended Finance Courses?
« Reply #2 on: July 17, 2018, 07:12:20 AM »
I don't think there are many courses out there that teach a FIRE style financial planning/management. I assume it's because most courses are for teaching financial advisors and there isn't too much money in FIRE style financial management.

I would be concerned though that you are being questioned by your significant other to the point of needing to take a course for him to trust your judgement. Have you made any massive financial missteps previously in your relationship? Because if you haven't then they should be a bit more trusting. If so it might be worth having a discussion simply as to why he doesn't trust you. A solution might be for your partner to actually read up on your current plan themself first.

Thank you. And yes, even just posting on the forum got us to talk more about it, and it turns out it's that HE has made missteps with his financial life in the past, which I knew about before, and that's where his desire for extra extra security about either me learning what he thinks "professionals" learn or giving the responsibility to a financial advisor. CFP certification was recommended by some others instead of college courses. I'm going to look into that now.

aj76er

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Re: Recommended Finance Courses?
« Reply #3 on: November 09, 2018, 10:44:21 PM »
You could turn things around and perhaps have him read some financial literature. For example John Bogle's book (The Little book of common sense investing) is a classic and easy to read.