• Course Information

    Title: Personal Financial Planning for Accountants
    Category: Finance
    Field of Study: Finance
    Course Code: F015-0323
    CPE Credits: 19.0
    Price: $106.95
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Description

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

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Course Details

Author: Delta Publishing

Category: Finance

Field of Study: Finance

Passing Score: 70%

Publication Date: 07/19/2017

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Objectives

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

Chapter 2: Basic Time Value Applications
1. Identify how the time-value of money affects financial decisions.
2. Recognize the importance of future value tables.
3. Recognize how to use different rules in financial decision making.

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Profession

NASBA: Yes

QAS: Yes

CPA: Suitable for all CPAs

IRS: No IRS credit for Enrolled Agents.

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