'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:

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
Recognize the balance sheet (net worth statement) for personal net worth
Identify the reasons for budgeting
Recognize career paths motivation

Instructional Method: Self-Study

Review Date: 03/26/2019

Required Components: Written Materials

CPE Final Exam Required Passage Grade: 70%

Please Note: This course must be completed within 1 year of date of receipt of this course for CPE Credit.

Field of Study: Finance

Level of Knowledge: Overview

Prerequisites: Basic Math

Advanced Knowledge: None

For more information regarding administrative policies such as refunds, cancellations and complaints, please contact FurtherEd at 877-518-0660.

FurtherEd 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 the individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Personal Financial Planning - 2019 (Text Based)

Overview

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