CPE Online Course Detail


Personal Financial Planning for Accountants

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

Description:
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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Objectives:
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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NASBA: Yes


QAS: Yes


CPA: Suitable for all CPAs


IRS: Enrolled Agents Program Number




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