Personal Financial Planning for AccountantsCode: 20-PFP

Price: $169.00
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Course Details

418 Pages


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 your 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.


Major Subjects:

  • What You Should Know About Financial Planning
  • Basic Time Value Applications
  • Personal Finance Statements And Budgeting
  • Career Planning And Financial Success
  • Planning For Your Children's College Education
  • The Return And Riskiness Of Your Investments
  • Banking And Cash Management
  • How To Take On And Manage Debt
  • How To Determine And Save On The Costs Of Living
  • Where And How You Choose To Live
  • Life, Health, And Property And Liability Insurance
  • What You Should Know About Investments And Planning
  • Should You Invest In Common Stock?
  • Should You Invest In Fixed-Income Securities?
  • Investing In Tangibles: Real Estate And Other Real Assets
  • Mutual Funds And Diversification
  • How To Have Enough Money In Your Pension Plan When You Retire
  • Estate Planning: Preserving Your Estate


    Presentation Method:  QAS Self-Study


    Category:  Finance


    CPE credit:  19 Hours

    Program Level:  Update

    Prerequisites:  None

    Advance Preparation:  None

    Exam expiration date:  Participants must submit exams for grading within one year from the date of purchase

    For more information regarding refunds, complaints, or cancellation policies, please contact our offices at 817-477-0222.

    American CPE, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.  State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.   Complaints regarding registered sponsors may be addressed to:  National Registry of CPE Sponsors, 150 Fourth Ave. North, Nashville, TN 37219-2417.  Web site:

    NASBA QAS Sponsor number 108096


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