CPE Online Course Detail

Personal Financial Planning for Accountants

Price :   $112.95
CPE Credits :   21.0
Course Code :   F013-0323
Category :   Finance

A comprehensive course on personal finance. What is more important to the "average person"' than personal financial planning and money management? This course teaches you all the major areas in personal financial planning-planning your personal finances, managing your personal finances, making your purchase decisions, insuring your resources, investing tour financial resources, and controlling your financial future. Topics covered include time value calculations, budgeting, career planning, banking, Insurance, home buying, consumer credits and money management, investment planning, retirement planning, and estate planning.

Delivery Method: Online Interactive Self Study

Level: Overview

Prerequisites: None

Advanced Preparation: None

Policies: Click here

Author: Delta Publishing

Category: Finance

Field of Study:

Passing Score: 70%

Publication Date: 01/15/2013

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Chapter 1:     What You Should Know About Financial Planning
1. Define the personal financial planning process.
2. List the objectives and key areas of personal financial planning.
3. Understand how the stages in life affect financial planning.
4. Recognize how inflation and other economic factors affect financial planning

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QAS: Yes

CPA: Suitable for all CPAs

IRS: Enrolled Agents Program Number

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