Course Information
Personal Financial Planning for Accountants
Course Information
| Title: | Personal Financial Planning for Accountants |
|---|---|
| Category: | Finance |
| Field of Study: | Finance |
| Course Code: | F021-0323 |
| CPE Credits: | 18.0 |
| Price: | 103.95 |
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
Course Details
Category: Finance
Field of Study: Finance
Passing Score: 70%
Publication Date: 03/31/2021
Technical Details: Finance: Technical
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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
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Profession
NASBA: Yes
QAS: Yes
CPA: Suitable for all CPAs
IRS: No IRS credit for Enrolled Agents.
Profession Identifiers: CPA