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Financial Fitness Final Exam Only (we do not offer the course you MUST already have the course) (Course Id 675)

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Author : Chris Brady, Author, Speaker, Humorist, and Businessman
Status : Production
CPE Credits : 22.0
IRS Credits : 0
Price : $59.95
Passing Score : 70%
Primary Subject-Field Of Study:

Finance - Management for Course Id 675

Description :

In our society, so many people have not seen the principles of financial fitness modeled. This makes it difficult to understand or apply them. People tend to do what they know based on their experience.

In this course, you will learn our view of the principles of financial success that brought us true financial fitness. This course combines all three approaches: 1) Offense - Making Money; 2) Defense - Budgeting and Discipline; and 3) The Playing Field - Rules and Philosophy of Money. This is done by outlining the key principles of financial success that we believe are necessary for a person or family to become financially fit.

Usage Rank : 0
Release : 2014
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 : 12/06/2014
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 - 675

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

Course Objectives

1. Identify and apply the most basic principles of financial fitness and integrate them into personal financial planning and management.
2. Distinguish between the most important and less important reasons for focusing on finances.
3. Develop a list of financial management priorities, including effectively using te investment hierarchy. 4. Carry out the first step toward financial fitness by investing in oneself first.
5. Comprehend and apply the techniques of financial discipline and giving.
6. Differentiate between the ten different money views and distinguish which are healthy and unhealthy outlooks on managing money.
7. Apply the techniques of investing in yourself through reading and through gaining entrepreneurial experience.
8. Develop a program of financial fitness by putting money in the service of your principles and applying the key values of financial offense.
9. Using financial multipliers as a form of financial offense to build wealth and make wise purchases when you need to make them.
10. Developing good spending habits and effectively using passive income to build wealth.
11. Integrating a purpose-driven life into a plan to build wealth and practice sound financial management.
12. Using good mentors and distinguishing between the relative advantages and disadvantages of buying an existing business or building a business.
13. Differentiating between restraining non-productive spending and maximizing productive investing in developing a financial management plan and building a business.
14. Distinguishing between the myths about debt and when to use and not use debt as part of a financial management plan and applying effective techniques and strategies for getting out of debt.
15. Integrating the practices that help you avoid the pitfalls of excessive spending and materialism, such as status-driven purchases, to enable you to save and spend wisely.
16. Naming the ten financial danger zones and applying the practice of delayed gratification through saving and investing and debt-free living and spending.
17. Outlining the five great economic questions, comprehending the basic economic principles of free market economies, and developing a plan for navigating the national and global economic landscape and preparing for economic upturns and downturns.

Part I - Financial Fitness Talks

Learning Objectives

Talk 1
1. Identify the myths surrounding wealth and develop an effective financial plan applying the techniques and values of financial offense and a strong financial defensive scheme to protect your finances.

Talk 2
1. Identify the ten money views and differentiate between healthy and unhealthy outlooks on managing money represented by these money views.

Talk 3
1. Develop financial habits and apply techniques that allow you to master your finances rather than allowing them to master you such as getting out of and avoiding debt, saving and investing, and making wise purchases.

Talk 4
1. Carry out the basic principles of money management by creating a budget, limiting spending, and decreasing the percentage of your income you spend and increasing the amount you save and invest.

Talk 5
1. Integrate the practices of delayed gratification and apply the practices to more effectively manage your spending.

Talk 6
1. Outline the steps that allow you to live within your means and apply them to your overall financial management plan for creating wealth.

Talk 7
1. Outline the history of currency, comprehend the causes of inflation, and identify the current myths about managing finances in order to integrate sound alternative financial management and investment practices into your life.

Talk 8
1. Outline the history of gold and its role in the history of money and carry out sound principles for investing in gold and silver.

Part II - Financial Fitness Textbook

Learning Objectives

Chapter 1
1. Comprehend the most basic principles of financial fitness and integrate them into personal financial planning and management.

Chapter 2
1. Distinguish between the most important and less important reasons for focusing on finances and comprehend how money is a tool for financial planning.

Chapter 3
1. Develop a list of financial management priorities.

Chapter 4
1. Identify and apply the basic principles of financial fitness. 2. Carry out the steps toward financial fitness by investing in oneself first, selecting good financial advisors, and creating a financial fitness hierarchy

Chapter 5
1. Comprehend and apply the techniques of financial discipline such as avoiding spontaneous spending, giving, getting out of debt, and rewarding yourself for meeting financial goals

Chapter 6
1. Differentiate between the mere possession of money and happiness and 2. Use money in ways that increase your happiness and meaning in life

Chapter 7
1. Differentiate between the ten different money views and distinguish which are healthy and unhealthy outlooks on managing money.

Chapter 8
1. Define the real power behind financial fitness. 2. Develop your financial fitness skills through thinking like an entrepreneur and gaining entrepreneurial experience.

Chapter 9
1. Develop a program of financial fitness by putting money in the service of your principles. 2. Identify and apply the key values of financial offense.

Chapter 10
1. Using financial multipliers as a form of financial offense to build wealth. 2. Distinguish between unnecessary and wise purchases and when you need to make them.

Chapter 11
1. Develop good spending habits for all parties within a household. 2. Using passive income effectively to build wealth.

Chapter 12
1. Integrate a purpose-driven life into a plan to build wealth and practice sound financial management. 2. Identify and apply the keys to wealth into your financial plan

Chapter 13
1. Use good mentors to start a business. 2. Distinguish between the relative advantages and disadvantages of buying an existing business or building a business.

Chapter 14
1. Differentiate between non-productive spending and productive investing in develop a financial management plan and building a business.

Chapter 15
1. Use the investment hierarchy to make good investments and prepare for emergencies

Chapter 16
1. Distinguish between the myths about debt and when to use and not use debt as part of a financial management plan.

Chapter 17
1. Assess and apply effective techniques and strategies for getting out of debt.

Chapter 18
1. Integrate the practices that help you avoid the pitfalls of excessive spending and materialism, such as status-driven purchases, to enable you to save and spend wisely.

Chapter 19
1. Name the ten financial danger zones and identify what form they may take in your financial management practices.

Chapter 20
1. Apply the practice of delayed gratification through saving and investing and debt-free living and spending.

Chapter 21
1. Identify the three great economic questions regarding the necessities of life, economic systems, and government power in order to better comprehend the economic conditions under which you manage your finances.

Chapter 22
1. Comprehend the function of currency, what is used as currency, and the causes of inflation in order to be astute in alternative ways to invest to your benefit.

Chapter 23
1. Outline the history of gold and its role in establishing currencies. 2. Comprehend how to use sound investment practices when investing in gold.

Chapter 24
1. Select your enterprise and demonstrate the characteristics of an enterprising individual.

Chapter 25
1. State the principles of the Austrian school of economic thought and how the apply to a free-market economic system. 2. Illustrate how the analogy of the camel demonstrates government intervention in the economy.

Chapter 26
1. Develop a plan for navigating the national and global economic landscape and preparing for economic upturns and downturns.

Part III - Financial Fitness Workbook

Learning Objectives

1. Identify your goals and purpose and apply the basic principles and practices of financial fitness into personal financial planning and management by using the exercises in this workbook.
Course Contents :

Part I - Financial Fitness Talks

Financial Fitness 1 - The Offense and Defense of Personal Finances

Financial Fitness 2 - Money View

Financial Fitness 3 - Money as a Slave

Financial Fitness 4 - Principles of Financial Management

Financial Fitness 5 - Delay Your Gratification

Financial Fitness 6 - Live Within Your Means

Financial Fitness 7 - Camel in the Tent

Financial Fitness 8 - Good as Gold

 

Part II - Financial Fitness Textbook

 

Part III - Financial Fitness Workbook

Finance Course 675 Home: https://www.cpethink.com/cpe-for-cpas
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