CPE Credit Hours: 18
Field of Study: Finance
Publication date: March 2021
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.
This is a self-study CPE course.
Program level: Overview
Prerequisites: Basic Math
Advanced Preparation: None Required
Minimum Final Examination Passing Grade: 70%
Maximum Time Allowed To Complete Program: One Year From Date Of Purchase
