Are you considering Bitcoin and other cryptocurrencies as an investment strategy? Is your individual retirement account or 401(k) set up to earn the maximum return possible? Are you nearing retirement and want to learn how to make money when you don't have a job? Or do you need to learn how to manage debt and use credit wisely?
Wake Tech offers a variety of personal finance classes to help you build a foundation for better financial decision-making. Contact the Workforce Development Registrar's Office to inquire about courses that may not be listed below.
Students will be able to define basic real estate terminology, determine if real estate investing is suited for individual student, learn to buy and profit from real estate investing.
Class 1
Introduction to Real Estate Investing
• What are the first steps to take when deciding to invest in real estate
• Are you going to be an active or passive investor
• Investing for income, capital appreciation, personal use or combination
• Is this something you will do full-time or on the sideline
• What is your time frame
• Tax benefits of Real Estate Investing
• Investing for tax considerations
• Schedule E
• De-mystifying tax questions on Real Estate Investing
Forming your Real Estate Team
Review of the steps to follow when embarking on purchasing investment property
Class 2
The most common mistakes real estate investors make and how to avoid them
• Financing or not getting financing ahead of time
• Doing everything on your own
• Overpaying
• Underestimating expenses
• Inadequate research
Building a Portfolio: How to evaluate, find and choose rental properties
• Tenant screening
• Importance of a home inspection/ negotiating on a home inspection
• Property manager pros and cons
• General good practices with tenants
• Fannie Mae Guide to Becoming a Landlord
Class 3
Building a Portfolio Part 2
• How to evaluate, find and choose rental property
• Evaluating risk and return
• Researching the market: avoiding mistakes
• Foreclosures and Short Sales: pros and cons
• Flipping properties
• What to look for before making a bid on the property. Inspections and appraisals
Financing Options for Investment Property
• Financing options for different types of properties (duplex, vacation home, etc.)
• Paying with cash vs. financing
• Equity repositioning
• What affects your interest rate and down payment terms
• Concept of leverage and what makes up the interest rate and rate of return
• De-Mystifying tax questions on Real Estate Investing
Conclusion: Making a retirement plan for your future with Real Estate Investing
12
1
None
No
None
Provided
None
attendance
N/A
Anyone interested in the field of analyzing properties and investing in real estate.
N/A
N/A
Community & Career Education Staff
919-532-5700
[email protected]
To be notified when this course becomes available, please use
Wake Tech's Notify Me service.
Learn how to determine the amount of money you need to retire.
Create your own goals for a successful retirement.
Learn how to eliminate debt and improve cash flow
Learn how to properly convert your IRA to a Roth IRA
Learn how to select the retirement plan distribution choice that is right for you
Learn how to transfer the risk of potential financial losses before or during retirement
Learn how to reduce or eliminate taxes, expenses, delays and legal challenges with estate planning
Learn how to plan your retirement income to preserve a comfortable standard of living
Life Planning for Retirement
Retirement Needs and Expenses
Retirement Roadblocks and Mistakes
Retirement Income Sources
Retirement Plan Distributions
Investments
Risk Management and Asset Protections
Estate Planning
6
No
None
No
None
Materials provided
None
attendance
N/A
Whether you are about to retire, have 20+ years to go, are self-employed, or just want to make sure you are on the right track, this course offers retirement planning for everyone.
N/A
N/A
Community & Career Education Staff
919-532-5700
[email protected]
To be notified when this course becomes available, please use
Wake Tech's Notify Me service.
understand the way to identify the financial instruments like stocks, ETFs, and options for trading.
learn stock market terms like bulls, bears, call/put options.
understand theories of how to analyze and predict market trends.
learn how news influences world currency markets.
analyze, practice and share their gained knowledge with peers in class.
Introduction and Fundamental of Stocks and trading
a. Why to invest and/or trade in stocks?
b. What is Investing?
c. What is Trading?
d. Who are the ideal candidates for trading?
What type of financial instruments for investing/trading?
a. Stocks
b. Electronically traded funds
c. Options
d. Mutual Funds
Technical Analysis
a. Why technical analysis?
b. What are the prerequisites for learning technical analysis?
c. What are the tools?
Fundamental Analysis
a. Why fundamental analysis?
b. What are the prerequisites for learning fundamental analysis?
c. What are the tools?
Rules and principles for successful trading/investing.
12
1
None
No
None
Personal laptop, tablet, or mobile phone
None
attendance
N/A
Anyone interested in learning about stocks and options trading.
N/A
N/A
BAF-3272B3
BAF-3272C3
SEF-7931E
Community & Career Education Staff
919-532-5700
[email protected]
| Details | Section | Date(s) | Location | Price | Seats | 311308 | 06/11/25 - 07/02/25 | MS Teams Virtual Learning Platform | 105.00 | 6 | Register |
|---|
If you would like to be notified when additional sections become available, please use Wake Tech's Notify Me service.
understand the development of risk in the markets.
learn to strategically allocate assets in a conservative manner.
develop an income plan for your retirement.
know the difference between fixed principal and fixed income assets and how to use them.
develop their own financial profile.
know what questions to ask a potential advisor.
determine their own personal risk tolerance.
develop their own retirement budget.
6
No
None
No
None
Materials provided
None
attendance
N/A
Whether you are about to retire, have 20+ years to go, are self-employed, or just want to make sure you are on the right track, this course offers retirement planning for everyone.
N/A
N/A
Community & Career Education Staff
919-532-5700
[email protected]
To be notified when this course becomes available, please use
Wake Tech's Notify Me service.