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.
To complete this course participants need to: Read the material provided and answer chapter review questions, successfully complete the qualified assessment with a minimum of 70% accuracy to receive your certificate.
Upon course completion A course evaluation form is provided for your feedback.
Participants have 1 year from the date of purchase/enrollment to complete this course
Our Refund policy can be found at: https://cpeprime.com/cancellation-and-refund/