How to Perform a Personal Financial Health Checkup

Course Details


Wednesday, May 5, 2021

7:00am – 3:00pm (Registration: 6:10am)



CPE Credit

8 hours CPE credit

Level of Knowledge



CPA Crossings




This course explains the nuts and bolts of how to achieve personal financial security. Also, participants learn a step-by-step process for performing an annual personal financial health checkup for themselves, family members, employers, and, if in the practice of accounting, their clients. This course enables practitioners to add a huge value to their tax preparation services and has significantly changed for the better the lives of many practitioners and their clients.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.


The major topics that will be covered in this class include:

  • Preparing a personal financial statement following U.S. GAAP
  • Recasting U.S. GAAP personal financial statements into powerful management tools
  • Creating an effective personal financial plan that will be used "religiously"
  • Effective communication strategies of personal financial information
  • Identifying the key factors that must be managed in order to achieve financial self-sufficiency
  • Effective financial management techniques
  • How to create "goal" statements that achieve results


After attending the presentation, you will be able to...

  • Fully comprehend how to prepare personal financial statement preparation
  • Identify key factors for becoming or remaining financially self sufficient
  • Recast U.S. GAAP personal financial statements into powerful management tools

Designed For

Practitioners involved in personal financial statement preparation

Registration for this course has passed.

Course Pricing

WYOCPA Member Fee

Non-Member Fee

Your Price

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