How to Perform a Personal Financial Health Checkup

Course Details

Date

Wednesday, May 5, 2021

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

Location

Online

CPE Credit

8 hours CPE credit

Level of Knowledge

Intermediate

Vendor

CPA Crossings

Prerequisites

None

Description

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.

Highlights

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

Objectives

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
$229.00

Non-Member Fee
$298.00

Your Price
$298.00

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