Finance Personal Financial Planning For Accountants

Personal Financial Planning For Accountants

87.00 87.00
$87.00
PRICE PER USER
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  • Course Delivery: On Demand
  • Credit Hours: 18
  • Credit Type: Administrative Practice

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Description

A comprehensive course on personal finance. What is more important to the "average person"' than personal financial planning and money management? This course teaches you 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.


Objectives:
Chapter 1: What You Should Know About Financial Planning
Chapter 2: Time Value Applications
Chapter 3: Personal Financial Statements and Budgeting
Chapter 4: Career Planning and Financial Success
Chapter 5: Planning for College Education
Chapter 6: The Return and Risk of Your Investments
Chapter 7: Banking and Cash Management
Chapter 8: Managing Debt
Chapter 9: How to Reduce the Costs of Living
Chapter 10: Where and How You Choose to Live
Chapter 11: Life, Health, Property, and Liability Insurance
Chapter 12: Investments and Planning
Chapter 13: Investing in Common Stock
Chapter 14: Fixed-Income Securities
Chapter 15: Investing in Tangibles - Real Estate and Other Real Assets
Chapter 16: Mutual Funds and Diversification
Chapter 17: Retirement Planning
Chapter 18: Estate Planning

Course Topics:

  • Financial Planning
  • Personal Financial Statements and Budgeting
  • Your Children's College Education
  • Debt Management
  • Investing intangibles
  • Time Value Applications
  • Career Planning
  • Cash Management
  • Insurance
  • Estate Planning

Delivery Method: Online Self Study

Subject Area: Financial Planning

Passing Score: 70%

NASBA: Yes QAS Self Study

Level: Intermediate

Prerequisites: Basic Math

Author: Delta Publishing

ABOUT THE SUBJECT MATTER EXPERT:
Dr. Jae K. Shim is Professor of Business at California State University, Long Beach,
California. Dr. Shim received his MBA and Ph.D. degrees from the University of California at Berkeley (Haas School of Business.) He has co-authored over 50 professional business books and has been a consultant to commercial and nonprofit organizations for over 30 years.

 

 

Course Objectives

Chapter 1: What You Should Know About Financial Planning
Chapter 2: Time Value Applications
Chapter 3: Personal Financial Statements and Budgeting
Chapter 4: Career Planning and Financial Success
Chapter 5: Planning for College Education
Chapter 6: The Return and Risk of Your Investments
Chapter 7: Banking and Cash Management
Chapter 8: Managing Debt
Chapter 9: How to Reduce the Costs of Living
Chapter 10: Where and How You Choose to Live
Chapter 11: Life, Health, Property, and Liability Insurance
Chapter 12: Investments and Planning
Chapter 13: Investing in Common Stock
Chapter 14: Fixed-Income Securities
Chapter 15: Investing in Tangibles - Real Estate and Other Real Assets
Chapter 16: Mutual Funds and Diversification
Chapter 17: Retirement Planning
Chapter 18: Estate Planning

 

Topics Covered

  • Financial Planning
  • Personal Financial Statements and Budgeting
  • Your Children's College Education
  • Debt Management
  • Investing intangibles
  • Time Value Applications
  • Career Planning
  • Cash Management
  • Insurance
  • Estate Planning

 

 

Regulatory Information

Personal Financial Planning For Accountants - National Association of State Boards of Accountancy (NASBA)

  • Name:
  • National Association of State Boards of Accountancy (NASBA)
  • Phone:
  • 615-880-4200
  • Fax:
  • 615-880-4290
  • Website URL:
  • http://nasba.org/
  • Email Address:
  • [email protected]
  • Address:
  • NASBA
  • City:
  • Nashville
  • State:
  • TN
  • Zip:
  • 37219-2417
 

Prerequisites

Basic math

 

Subject Matter Expert

Dr. Jae K. Shim is Professor of Business at California State University, Long Beach,
California. Dr. Shim received his MBA and Ph.D. degrees from the University of California at Berkeley (Haas School of Business.) He has co-authored over 50 professional business books and has been a consultant to commercial and nonprofit organizations for over 30 years.

 

Exams

Upon successful completion of your QAS Self Study CPA CPE course, your certificate of completion will be available in your profile.

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