Personal Financial Planning for Accountants

Course Description:

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.

Learning Objectives:

Upon successful completion of this course, participants will be able to:

• Summarize the personal financial planning process
• List the objectives and key areas of personal financial planning
• State how the stages in life affect your financial planning
• Outline some considerations in selecting a personal financial planner
• Identify popular personal financial planning software and search web sites for personal financial planning