Personal Financial Planning for Accountants ON DEMAND

Overview

Managing personal finances efficiently is a significant challenge faced by many, often leading to financial insecurity and stress. The complexity of financial planning, ranging from budgeting to investment and estate planning, can be overwhelming, especially when navigating through life’s various stages and economic changes. This confusion can result in missed opportunities and poor financial decisions. This course provides a comprehensive solution to these challenges. It covers all major areas of personal financial planning, including time value calculations, career planning, insurance, home buying, investing, retirement, and estate planning. Participants will learn to recognize the personal financial planning process, understand the impact of economic factors on financial planning, make informed investment decisions, and effectively plan for retirement and estate management. This course equips individuals with the knowledge and tools necessary to secure their financial future and make confident financial decisions at every stage of life.

Highlights

Financial planning. Time value applications. Personal financial statements and budgeting. Career planning and financial statements. College education planning. Return and risk of investments. Banking and cash management. Managing debt, and more.

Prerequisites

None.

Designed For

CPAs, CFPs, and other business and finance professionals.

Objectives

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, and more.

Preparation

None.

Notice

None.