Personal Financial Planning for Accountants

Personal Financial Planning for Accountants
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Price: $109.99
Credits: 18.0
Prerequisite: Basic Math
Level: Overview
Model: JS030
Author: DeltaCPE LLC
Average Rating: Not Rated
Fields of study: Business Management & Organization
Format: PDF

Personal Financial Planning for Accountants is a comprehensive course on personal finance. What is more important to the "average person”' than making sure their finances are secure using proper planning and money management?  This course includes all the major areas in personal financial planning - planning your personal finances, managing your personal finances, making your purchase decisions, insuring your resources, investing your financial resources, and controlling your financial future.  Topics covered include time value calculations, budgeting, career planning, banking, insurance, home buying, consumer credit and money management, investment planning, retirement planning, and estate planning.

Field of Study    Finance

Level of Knowledge        Overview

Prerequisite        Basic Math

Advanced Preparation   None

Revision Date: 4/17/2024

Click Here For Courses Objectives

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants :
Any CPA looking to maintain or enhance their professional competence

Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancellation and record retention policies

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