Author : | Jae K. Shim, Ph.D., CPA |
Course Length : | Pages: 228 ||| Review Questions: 81 ||| Final Exam Questions: 85 |
CPE Credits : | 17.0 |
IRS Credits : | 0 |
Price : | $127.95 |
Passing Score : | 70% |
Course Type: | NASBA QAS - Text - Technical - NASBA Registry |
Primary Subject-Field Of Study: | Finance - Finance for Course Id 1958 |
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 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. |
Usage Rank : | 0 |
Release : | 2021 |
Version : | 1.0 |
Prerequisites : | Basic Math. |
Experience Level : | Overview |
Additional Contents : | Complete, no additional material needed. |
Additional Links : |
Personal Finance
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Advance Preparation : | None. |
Delivery Method : | QAS Self Study |
Intended Participants : | Anyone needing Continuing Professional Education (CPE). |
Revision Date : | 18-Feb-2022 |
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 - Text - Technical - NASBA Registry - 1958 |
Keywords : | Finance, Personal, Financial, Planning, Accountants, v11, cpe, cpa, online course |
Learning Objectives : |
Chapter 1
Chapter 2
Chapter 3
Chapter 4
Chapter 5
Chapter 6
Chapter 7
Chapter 8
Chapter 9
Chapter 10
Chapter 11
Chapter 12
Chapter 13
Chapter 14
Chapter 15
Chapter 16
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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 and Real Assets Learning Objectives Fixed Income Securities Investing in Tangibles Real Estate and Other Real Assets Real Estate Indirect Real Estate Investments Chapter 14 Review Questions Chapter 15: Funds and Diversification Learning Objectives Mutual Fund Investing Chapter 15 Review Questions Chapter 16: Retirement and Estate Planning Learning Objectives Retirement Planning Estate Planning Chapter 16 Review Questions Appendix - Valuation Tables Glossary |