About the Instructor
Chuck Weinstein, CLU, ChFC, LUTCF, has been a financial advisor since 1984.
Working with individuals and businesses, he has designed retirement and estate
plans involving insurance and investment products for a wide variety of people.
He is licensed to sell all types of insurance and securities products in New
York and California. He has been a trainer of insurance agents for over 15 years
and has taught university courses for the general public on personal financial
planning and business continuation planning.
Mr. Weinstein says he teaches because he enjoys sharing the knowledge with
anyone who is interested in learning more about financial matters. He says he
has the ability to break down complicated subjects into easy to understand
In his personal life, Chuck is a family history researcher and has spoken before
many groups on the subject of genealogy. He has documented his own family back
to the 17th century in eastern Europe, and helped many others find their pasts.
In addition to genealogy,, he enjoys outdoors activities, reading, and surfing
news and science-related sites on the Web. A native of Los Angeles, CA, and long
time resident of the San Francisco Bay area, he currently lives in Deer Park,
NY, in the heart of Long Island.
Unit 1: Investor's Roadmap to the 21st Century
Unit 2: Deposits, Investments - What's the Difference?
Unit 3: Making Sense of Savings
Unit 4: Certificates of Deposit: Tips for Investors
Unit 5: Your Insured Deposit: Questions and Answers
Unit 6: Introduction to Government Securities
Unit 7: Investing in U.S. Savings Bonds
Unit 8: The I-Bond: A Better Savings Bond
Unit 9: The Basics of Treasury Securities
Unit 10: Investing in Municipal Bonds
Unit 11: Invest Wisely: An Introduction to Mutual Funds
Unit 12: International Investing
Unit 13: 66 Ways to Save Money
Unit 14: Planning Financial Security
Unit 15: Investor's Glossary
How to Participate in this Course
The course curriculum will include tutorial lessons, suggested readings, and
homework activities. If you are taking the course for personal enjoyment or
self-enrichment, homework is optional but you are encouraged to take part in
suggested class activities to derive optimum benefit from the course. Homework
projects, if completed satisfactorily, will earn Extra Credit points. These
points will be added to your Final Exam score and may increase the overall grade
you earn in the course.
There are no formal class meetings, so you do not have to be online at any
set time. You can study and complete assignments at your convenience.
Plan to devote 3-5 hours a week to class assignments and study.
The benefit that you will receive from this online class will be proportionate to the
time and effort you invest. Students who approach online learning as an
adventure, make an effort to keep up with the curriculum and interact with
classmates on the discussion forum will enjoy the greatest opportunity for knowledge
and personal growth.
Handbook provides useful information on how to make the most of
your online learning experience at Webversity. Refer to this
guide for helpful tips on how to access your classrooms, posting
homework, and answers to most frequently asked questions.