Personal Financial Planning for Accountants ON DEMAND

Overview

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.

Highlights

Financial Planning. Time Value Applications. Personal Financial Statements and Budgeting. Career Planning and Financial Statements. College Education Planning. Return and Risk of Investments. Banking and Cash Management. Managing Debt. Reduce Cost of Living. Life, Health, Property and Liability Insurance. Investment Planning. Investing in Common Stock. Fixed-Income Securities. Funds and Diversification. Retirement and Estate Planning.

Prerequisites

None.

Designed For

CPAs, CFPs, and other business and finance professionals.

Objectives

Recognize the personal financial planning process. Identify the objectives and key areas of personal financial planning. Recognize how the stages in life affect financial planning. Recognize how inflation and other economic factors affect financial planning. Identify how the time-value of money affects financial decisions. Recognize the importance of future value tables. Recognize how to use different rules in financial decision making, and more.

Preparation

None.

Notice

None.