Course No: 644221
Field of Study: Finance
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.
Advance preparation: none
Course Material: Online Material
Type of delivery method: QAS Self-study
The program participant will have one year from the date of purchase to complete the course and final examination.
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.