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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.

Personal Finance, Retirement Planning & Investing Courses

Creative Real Estate Investing

Course ID: SEF-3001A2   |   Overview

Learn how to invest in real estate – how to find, evaluate, buy, sell, finance, and manage property. This course, for the beginning investor or the seasoned manager, includes negotiation “secrets” and teaches you about short sales, REOs, buying investment properties in college towns, and much more!

No active courses available at this time.

To be notified when this course becomes available, please use Wake Tech's Notify Me service.

Making Your IRA or 401K Work for You: Proven Strategies to Lower Taxes, Fees & Risk

Course ID: CSP-4000HN2   |   Overview

Is your individual retirement account (IRA) set up to earn the maximum return possible? Review the top 5 blunders people make with their IRAs and how you can avoid them. Discover how required minimum distributions have changed for your benefit, and how you may be able to increase the value of your IRA even after retirement! Receive classroom materials and resources for retirement planning including a custom IRA analysis. Through these interactive sessions, exercises and examples, you’ll discover how to be better prepared for your retirement. This course is for educational purposes only, and is not intended for financial advertisement.

No active courses available at this time.

To be notified when this course becomes available, please use Wake Tech's Notify Me service.

Conservative Investing

Course ID: CSP-4000IV2   |   Overview

Are you ready to discover the principles of conservative investing? You will learn about the fundamental aspects of investing, such as volatility, market cycles, and the various classes of securities, while highlighting how to construct an asset allocation model to manage exposure to risk. This course is not designed to give specific solutions to individual needs.

No active courses available at this time.

To be notified when this course becomes available, please use Wake Tech's Notify Me service.

Retirement Planning Today

Course ID: CSP-4000JI2   |   Overview

You’ve worked hard to provide for your family and save for your future - now, your money should work for you! This course will show you how to keep more of what you've earned, whether you're approaching retirement or just beginning to think about it. You'll learn how to set goals and work toward them, with practical information that you can apply immediately. The course addresses financial issues for all kinds of employees, including the self employed, and includes a comprehensive, illustrated textbook. Class sizes are limited, so register today!

No active courses available at this time.

To be notified when this course becomes available, please use Wake Tech's Notify Me service.

Stock and Options Trading for Beginners

Course ID: SEF-3001MH2   |   Overview

In the information age, investing and trading in stocks and options is a part of life - as routine as using computers for daily transactions. This interactive course provides an overview of financial markets to help consumers understand business news on TV or online, and allows them to participate in trade activities with tools designed for executing investments and making trades in the market. The course prepares consumers to invest and trade in stocks and options on their own.

Current Opportunities
Details Section Date(s) Location Price Seats  
311308 06/11/25 - 07/02/25 MS Teams Virtual Learning Platform 105.00 14 Register

If you would like to be notified when additional sections become available, please use Wake Tech's Notify Me service.

Maximizing Social Security

Course ID: CSP-4000JP2   |   Overview

There are thousands of options for claiming your Social Security, and retirees and pre-retirees are understandably apprehensive about making a costly mistake and filing for benefits at the wrong time. Whether you’re single, married, divorced, or widowed, this course will give you the tools and information to create a strategy for claiming your Social Security that you can use with confidence.

No active courses available at this time.

To be notified when this course becomes available, please use Wake Tech's Notify Me service.

Principles of Retirement Planning

Course ID: CSP-4000JR2   |   Overview

Learn the principles of conservative retirement planning. This course highlights the ABC Planning Model and covers income planning, retirement budgeting, financial decision making, changes in planning paradigms, the history of markets, the impact of bear markets, and more. Increase your awareness of risk and asset allocation models that can help you manage risk exposure. The course does not offer specific solutions for individual retirement plans; it will give you the knowledge and confidence to make sound decisions that align with your own goals, objectives, and level of risk.

No active courses available at this time.

To be notified when this course becomes available, please use Wake Tech's Notify Me service.

Stocks, Bonds, and Investing: Oh My!

Course ID: BAF-3272BE   |   Overview

Looking for a good solid class in the basics of stocks, bonds, finance, and investing? Haven't the slightest clue how to prepare for retirement, pay for college, or even manage your personal finances? And do you wish you could do it all without having to pay a broker or a financial advisor? Well, look no further. The class you need is right here.

No active courses available at this time.

To be notified when this course becomes available, please use Wake Tech's Notify Me service.

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