Personal Financial Planning - 2019 (Text Based)

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:

1. Recognize the personal financial planning process
2. Identify the objectives and key areas of personal financial planning
3. Recognize how the stages in life affect financial planning
4. Recognize how inflation and other economic factors affect financial planning
5. Identify how the time-value of money affects financial decisions
6. Recognize the importance of future value tables
7. Recognize how to use different rules in financial decision making
8. Recognize the balance sheet (net worth statement) for personal net worth
9. Identify the reasons for budgeting
10. Recognize career paths motivation 

Instructional Method: Self-Study