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Course No: 644221

Personal Financial Planning for Accountants


  • Credits: 18.0
  • Program level: Overview
  • Prerequisites: Basic Math
  • Advance preparation::

Field of Study: Finance

Course Description

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.

Learning objectives

  • a:9:{i:0;s:50:"Recognize the personal financial planning process.";i:1;s:69:"Identify the objectives and key areas of personal financial planning.";i:2;s:59:"Recognize how the stages in life affect financial planning.";i:3;s:77:"Recognize how inflation and other economic factors affect financial planning.";i:4;s:65:"Identify how the time-value of money affects financial decisions.";i:5;s:48:"Recognize the importance of future value tables.";i:6;s:66:"Recognize how to use different rules in financial decision making.";i:7;s:73:"Recognize the balance sheet (net worth statement) for personal net worth.";i:8;s:35:"Identify the reasons for budgeting.";}
  • a:10:{i:0;s:34:"Recognize career paths motivation.";i:1;s:29:"Identify job benefit options.";i:2;s:43:"Identify some of the work-at-home benefits.";i:3;s:66:"Calculate how much money savings required for a college education.";i:4;s:43:"Identify ways to finance college education.";i:5;s:34:"Identify sources of financial aid.";i:6;s:38:"Recognize Federal government programs.";i:7;s:52:"Recognize risk and assess the risk-return trade-off.";i:8;s:86:"Recognize different investment vehicles and outline their risk-return characteristics.";i:9;s:52:"Recognize risk and assess the risk-return trade-off.";}
  • a:6:{i:0;s:65:"Identify attributes of different short-terms investment vehicles.";i:1;s:43:"Identify different banking tools available.";i:2;s:67:"Recognize some of the banking regulations to help protect accounts.";i:3;s:66:"Recognize the different factors of credit ratings and FICO scores.";i:4;s:68:"Recognize various debt management strategies and debt/equity ratios.";i:5;s:35:"Identify aspects of bankruptcy law.";}
  • a:6:{i:0;s:38:"Identify ways to save on living costs.";i:1;s:38:"Recognize leasing decisions and rules.";i:2;s:114:"Recognize factors in whether to buy or rent a home, and the different cost factors for housing and home financing.";i:3;s:53:"Identify the types of risk that need to be protected.";i:4;s:64:"Identify a variety of life insurance policies and organizations.";i:5;s:115:"Recognize medical and health insurance coverage attributes, and different policy attributes for property insurance.";}
  • a:4:{i:0;s:63:"Identify investment strategies and sources of investment money.";i:1;s:53:"Recognize the different risk factors for investments.";i:2;s:95:"Identify the types of common stock and stock valuation methods using some practical approaches.";i:3;s:38:"Recognize ways to measure market-risk.";}
  • a:6:{i:0;s:97:"Identify the terms and features of bonds, and the types of bonds and methods for selecting bonds.";i:1;s:53:"Calculate yield (effective rate of return) on a bond.";i:2;s:100:"Recognize differences between bonds and preferred stock, and identify other fixed-income securities.";i:3;s:96:"Identify the pros and cons of investing in real estate and the types of real estate investments.";i:4;s:70:"Recognize factors to be considered regarding a real estate investment.";i:5;s:111:"Recognize indirect real estate vehicles such as real estate investment trusts (REITs) and limited partnerships.";}
  • a:1:{i:0;s:60:"Recognize the attributes and types of mutual funds and ETFs.";}
  • a:5:{i:0;s:47:"Identify different types of retirement options.";i:1;s:56:"Recognize the steps to be taken for retirement planning.";i:2;s:76:"Recognize alternative options for meeting retirement financial requirements.";i:3;s:43:"Identify the objectives of estate planning.";i:4;s:51:"Recognize the purpose of different legal documents.";}

Course Material: Online Material

Type of delivery method: QAS Self-study

Final examination expiration date:

The program participant will have one year from the date of purchase to complete the course and final examination.

We are Register with

Web CPE is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.

Web CPE is registered with the IRS to provide Continuing Education (CE) programs to the Enrolled Agents and other tax return practitioners.

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