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Course Details

Beyond Financial Fitness Final Exam Only (we do not offer the course you MUST already have the course) (Course Id 1232)

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Author : Chris Brady, Author, Speaker, Humorist, and Businessman
Status : Production
CPE Credits : 15.0
IRS Credits : 0
Price : $44.95
Passing Score : 70%
NASBA Technical: No
Primary Subject-Field Of Study:

Finance - Finance for Course Id 1232

Description :

Beyond Financial Fitness focuses on creating the right mindset about money and how to put it to work for the benefit of individuals, their spouses, families, and businesses. The course provides a thorough overview of the steps you can take to grow your money and ensure greater financial security, beginning with developing financial priorities and the necessary financial discipline and then directing cash flow toward fulfilling those priorities as part of a well-integrated, comprehensive three-part financial plan. Wealth building techniques discussed in the course include utilizing life insurance and retirement plans, identifying risk factors and the market conditions associated with investing, and evaluating the types of investments available and their relative advantages and disadvantages from gold, CDs, money market funds, stocks and bonds, annuities and real estate to commodities and derivatives and which of these best serve your particular financial plan. Also discussed is the application of investment techniques such as long-term value investing, the efficient market hypothesis, index investing, and dollar cost averaging. Finally, you will learn the principles of portfolio diversification and asset allocation that will enable you to maximize your investments. In short, this course is designed to teach you to take full responsibility for your money and how you use it.

Usage Rank : 0
Release : 2017
Version : 1.0
Prerequisites : None.
Experience Level : Overview
Additional Contents : You must already have the course, we do not offer the course.
Additional Links :
Advance Preparation : You must already have the course.
Delivery Method : Self-Study
Intended Participants : Anyone needing Continuing Professional Education (CPE).
Revision Date : 21-Jul-2017
NASBA Course Declaration : Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.
Approved Audience :

NASBA QAS - NASBA Registry - 1232

Keywords : Finance, Beyond, Financial, Fitness, Final, Exam, Only, we, do, not, offer, course, you, MUST, already, have, course, cpe, cpa, online course
Learning Objectives :

Course Objectives

1. Distinguish between the right and wrong mindset about money and how to integrate the right idea about money into a comprehensive personal financial plan.
2. Describe the Cashflow Quadrant and how it applies to building and accumulating assets.
3. Carry out the first step toward financial fitness by investing in yourself first.
4. Develop a list of financial management priorities to direct the cash flow, by effectively utilizing the investment hierarchy.
5. Comprehend and apply the techniques of financial discipline when it comes to deferring purchases.
6. Differentiate between the three major parts of a comprehensive financial plan and how to integrate them into your plan.
7. Distinguish between the different types of life insurance and how to utilize life insurance as part of a comprehensive financial plan.
8. Create a retirement plan that provides adequate financial security for later life.
9. Develop an investment policy by comprehending and applying the various techniques and concepts of the investment hierarchy, including long-term value investing, the efficient market hypothesis, index investing, and dollar cost averaging.
10. Identify the risk factors and the market conditions associated with investing and how they factor into your financial management and investing practices.
11. List the various assets from gold, CDs, money market funds, stocks and bonds, annuities, real estate to commodities, and derivatives, based on their risk levels and integrate them into your asset allocation plan.
12. Compare the types of mutual funds and ETFs, how they are managed, and their relative advantages and disadvantages.
13. Classify and compare the various types of retirement plans, such as 401(k) plans and their counterparts, Roth IRAs, and regular IRAs and distinguish the differences between them.
14. Comprehend and apply the principles of the Markowitz (Modern) Portfolio Theory to portfolio diversification and asset allocation.
15. Develop a diversified portfolio by comprehending the concept of correlation utilizing the various asset classes across various sectors in your asset allocation plan.
16. Distinguish between investing and speculation and identify the dangers of the latter.
17. Create a diversified comprehensive portfolio by maximizing your investments, managing costs, and rebalancing allocations.
18. Distinguish between inflation, deflation, and stagnation and comprehend how these occurrences can affect your various types of investments in order to take full responsibility for your money and how you use it.
Course Contents :

Part I - Beyond Financial Fitness, Audiobook

Part I - Beyond Financial Fitness, Audiobook - Section 1

Part I - Beyond Financial Fitness, Audiobook - Section 2

Part I - Beyond Financial Fitness, Audiobook - Section 3

Part I - Beyond Financial Fitness, Audiobook - Section 4

 

Part II - Beyond Financial Fitness, DVD

Part II - Beyond Financial Fitness, DVD - Section 5

Part II - Beyond Financial Fitness, DVD - Section 6

Part II - Beyond Financial Fitness, DVD - Section 7

Part II - Beyond Financial Fitness, DVD, The Matrix Reloaded - Section 8

 

Part III - Beyond Financial Fitness, Textbook

Part III - Beyond Financial Fitness, Textbook - Section 9

Part III - Beyond Financial Fitness, Textbook - Section 10

Part III - Beyond Financial Fitness, Textbook - Section 11

Part III - Beyond Financial Fitness, Textbook - Section 12

Part III - Beyond Financial Fitness, Textbook - Section 13

Part III - Beyond Financial Fitness, Textbook - Section 14

Part III - Beyond Financial Fitness, Textbook - Section 15

Part III - Beyond Financial Fitness, Textbook - Section 16

Part III - Beyond Financial Fitness, Textbook - Section 17

Part III - Beyond Financial Fitness, Textbook - Section 18

Finance Course 1232 Home: https://www.cpethink.com/cpe-for-cpas
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