Personal Investing Basics | Osher Lifelong Learning Institute | University of Miami

Personal Investing Basics

OSH 408 / Non Credit
Course taught in: English
Locations: TBD
Instructor: Julio Lopez-Brito

Thursdays 10:00 - 11:45 am

Course Description

The course aims to provide participants with the fundamental knowledge, tools and resources to better plan and direct, by themselves or through their advisers, their personal financial investments according to their own situation and towards achieving a set of longer-term stated goals. The emphasis is on "longer-term" and "goal-oriented". It will not be an appropriate course for those who want to be actively managing or monitoring the financial markets and their investment on a day-to-day basis; or those seeking information or advice about specific trading strategies, investment products, securities, companies or market trends.

Mr. Julio Lopez-Brito holds a MPhil and MBA, in Finance from NYU Stern School of Business and BA in Economics.  He holds the "Retirement Income Certified Professional (RICP)" designation from the American College of Financial Services and am a graduate of the ABA Stonier Graduate School of Banking. He holds the Series 6 (Registered Representative) and 65 (Investment Advisor) securities licenses as well as the Life & Health Insurance license (Agent). He has more than 20 years professional experience as a Corporate Finance senior executive in multinational, domestic, and non-profit organizations as well as an independent Mergers & Acquisitions and Investment Advisor to Latin American High Network Individuals (HMWI), business owners and closely-held businesses.

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