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Wednesday, May 5, 2021 Live Webcast

How to Perform a Personal Financial Health Checkup (X2-21344)

9:00 AM - 5:00 PM EDT
webcast

Vendor Platform

4.0 CPE Credits in AA
4.0 CPE Credits in PD

OVERVIEW

DESIGNED FOR

Practitioners involved in personal financial statement preparation

BENEFITS

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

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

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTOR

Walter Haig

Walter J. Haig

PRICING

$219.00 - Member

$239.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Remind me to register

Print a registration form

COURSE DEVELOPER

CPA Crossings