Home
0
Home
Item Types:
Field of Study:
Authors:
CPE Hours:
Keyword:
Hide left panel Collapse Menu
Show left panel
Recent Searches
No recent searches found.
Recent Searches
No recent searches found.
Course Details

Personal Financial Planning for Accountants - 2015 (Course Id 909)

New / QAS / Registry   Add to Cart 
Author : Jae K. Shim, Ph.D., CPA
Status : Production
CPE Credits : 17.5
IRS Credits : 0
Price : $139.95
Passing Score : 70%
Primary Subject-Field Of Study:

Finance - Consulting Services for Course Id 909

Description :

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 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 tour financial resources, and controlling your financial future. Topics covered include time value calculations, budgeting, career planning, banking, insurance, home buying, consumer credits and money management, investment planning, retirement planning, and estate planning. Personal Financial Planning for Accountants has text discussion and numerous examples. To clarify and supplement the discussion in each chapter, we will make use of charts, tables, illustrations, exhibits, and checklists.

Usage Rank : 0
Release : 2015
Version : 1.0
Prerequisites : Basic Math
Experience Level : Overview
Additional Contents : Complete, no additional material needed.
Additional Links :
Advance Preparation : None.
Delivery Method : Self-Study
Intended Participants : Anyone needing Continuing Professional Education (CPE).
Revision Date : 29-Dec-2015
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 - 909

Keywords : Finance, Personal, Financial, Planning, Accountants, 2015, cpe, cpa, online course
Learning Objectives :

Chapter 1
What You Should Know About Financial Planning

After reading this chapter you will be able to:
    • 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

Chapter 2
Time Value Applications

After reading this chapter you will be able to:
    • 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.

Chapter 3
Personal Financial Statements and Budgeting

After reading this chapter you will be able to:
    • Recognize the balance sheet (net worth statement) for personal net worth.
    • Identify the reasons for budgeting.

Chapter 4
Career Planning and Financial Success

After reading this chapter you will be able to:
    • Recognize career paths motivation.
    • Identify job benefit options.
    • Identify some of the work-at-home benefits.

Chapter 5
Planning for College Education

After reading this chapter you will be able to:
    • Calculate how much money savings required for a college education.
    • Identify ways to finance college education.
    • Identify sources of financial aid.
    • Recognize Federal government programs.

Chapter 6
The Return and Risk of Your Investments

After reading this chapter you will be able to:
    • Recognize risk and assess the risk-return trade-off.
    • Recognize different investment vehicles and outline their risk-return characteristics.
    • Identify the different types of risk and ways to reduce overall risk.

Chapter 7
Banking and Cash Management

After reading this chapter you will be able to:
    • Identify attributes of different short-terms investment vehicles.
    • Identify different banking tools available.
    • Recognize some of the banking regulations to help protect accounts.

Chapter 8
Managing Debt

After reading this chapter you will be able to:
    • Recognize the different factors of credit ratings and FICO scores.
    • Recognize various debt management strategies and debt/equity ratios.
    • Identify aspects of bankruptcy law.

Chapter 9
How to Reduce the Costs of Living

After reading this chapter you will be able to:
    • Identify ways to save on living costs.
    • Recognize leasing decisions and rules.

Chapter 10
Where and How You Choose to Live

After reading this chapter you will be able to:
    • Recognize factors in whether to buy or rent a home, and the different cost factors for housing and home financing.

Chapter 11
Life, Health, Property, and Liability Insurance

After reading this chapter you will be able to:
    • Identify the types of risk that need to be protected.
    • Identify a variety of life insurance policies and organizations.
    • Recognize medical and health insurance coverage attributes, and different policy attributes for property insurance.

Chapter 12
Investments and Planning

After reading this chapter you will be able to:
    • Identify investment strategies and sources of investment money.
    • Recognize the different risk factors for investments.

Chapter 13
Investing in Common Stock

After reading this chapter you will be able to:
    • Identify the types of common stock and stock valuation methods using some practical approaches.
    • Recognize ways to measure market-risk.

Chapter 14
Fixed-Income Securities

After reading this chapter you will be able to:
    • Identify the terms and features of bonds, and the types of bonds and methods for selecting bonds.
    • Calculate yield (effective rate of return) on a bond.
    • Recognize differences between bonds and preferred stock, and identify other fixed-income securities.

Chapter 15
Investing in Tangibles – Real Estate and Other Real Assets

After reading this chapter you will be able to:
    • Identify the pros and cons of investing in real estate and the types of real estate investments.
    • Recognize factors to be considered regarding a real estate investment.
    • Recognize indirect real estate vehicles such as real estate investment trusts (REITs) and limited partnerships.

Chapter 16
Mutual Funds and Diversification

After reading this chapter you will be able to:
    • Recognize the attributes and types of mutual funds and ETFs.

Chapter 17
Retirement Planning

After reading this chapter you will be able to:
    • Identify different types of retirement options.
    • Recognize the steps to be taken for retirement planning.
    • Recognize alternative options for meeting retirement financial requirements.

Chapter 18
Estate Planning

After reading this chapter you will be able to:
    • Identify the objectives of estate planning.
    • Recognize the purpose of different legal documents.
Course Contents :

Chapter 1:   What You Should Know About Financial Planning

Learning Objectives

The Benefits of Financial Planning

Chapter 1 Review Questions

Chapter 2:   Time Value Applications

Learning Objectives:

Time Value of Money

Chapter 2 Review Questions

Chapter 3:    Personal Financial Statements and Budgeting

Learning Objectives

Developing a Financial Statement

Chapter 3 Review Questions

Chapter 4:    Career Planning and Financial Success

Learning Objectives

Career Plans

Chapter 4 Review Questions

Chapter 5:    Planning for College Education

Learning Objectives

College Education Financials

Strategies for Funding College Tuition

Chapter 5 Review Questions

Chapter 6:   The Return and Risk of Your Investments

Learning Objectives

Investing

Chapter 6 Review Questions

Chapter 7:    Banking and Cash Management

Learning Objectives

Banking

Chapter 7 Review Questions

Chapter 8:    Managing Debt

Learning Objectives

Credit Cards

Bankruptcy Law

Chapter 8 Review Questions

Chapter 9:    How to Reduce the Costs of Living

Learning Objectives

Reducing the Cost of Living

Chapter 9 Review Questions

Chapter 10:    Where and How You Choose to Live

Learning Objectives

Home Ownership

Chapter 10 Review Questions

Chapter 11:    Life, Health, Property, and Liability Insurance

Learning Objectives

Insurance

Chapter 11 Review Questions

Chapter 12:    Investments and Planning

Learning Objectives

Getting Started as an Investor

Chapter 12 Review Questions

Chapter 13:    Investing in Common Stock

Learning Objectives

Common Stock

Chapter 13 Review Questions

Chapter 14:    Fixed-Income Securities

Learning Objectives

Fixed Income Securities

Chapter 14 Review Questions

Chapter 15:    Investing in Tangibles – Real Estate and Other Real Assets

Learning Objectives

Real Estate

Indirect Real Estate Investments

Chapter 15 Review Questions

Chapter 16:    Mutual Funds and Diversification

Learning Objectives

Mutual Fund Investing

Chapter 16 Review Questions

Chapter 17:    Retirement Planning

Learning Objectives

Retirement Planning

Chapter 17 Review Questions

Chapter 18:    Estate Planning

Learning Objectives

Estate Plans

Wills

Chapter 18 Review Questions

Appendix - Valuation Tables

Glossary

Finance Course 909 Home: https://www.cpethink.com/cpe-for-cpas
Thank you for taking one of our free courses. We would like to be able to let you know when we add free courses or have special offers and will never spam you or share your address with anyone. If you are Ok with that please reply with "Ok" or if not please reply "No Thanks". Either way enjoy your free CPE course.
  
Exam completed on .

Do you want to add the course again?