myCPE
myCPE

Financial Goal-Setting and Decision-Making Certification for Women (DCW)

Take charge of your finances and decision-making to be empowered

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Last Updated

October, 2024

CPA (US), CFA, CPA/PFS
8 Hours 
On Demand
Included with Subscription

Why Professionals Trust Our Advance Certification Programs

  • Access to cutting-edge industry knowledge and practices.
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  • Fulfill compliance requirements while acquiring valuable skills.
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What You’ll learn

Financial empowerment and independence are the pillars of freedom. Financial literacy, goal-setting, and independent decision-making for critical aspects are of paramount importance for empowering women. This Certification course helps familiarize with basic concepts of finance, investing, and financial planning with key aspects for better financial health.

Get Deeper Understanding of:

  • Decoupling emotions with financial decision-making
  • Understanding and managing leverage as a tool for financial planning
  • Find real estate and fixed-asset as investment avenues such as Retirement Planning
  • Strategic planning for the success of financial planning

Recommended For:

  • CPAs, CFEs, PFS, Finance professionals, Business owners, and financial consultants who want to know the economic realities for women and why financial literacy and management are important.
  • Canadian CPAs, CA - ICAEW, ACCA, CA - Ireland, CA - Scotland, and CPA - Ireland - interested in learning how to build financial puzzles towards financial empowerment.
  • Professionals and students who desire to help their careers by understanding the financial independence and empowerment of women through financial literacy.

Why take a Financial Goal-Setting and Decision-Making Certification for Women course with myCPE?

Resources included

  • Handout PDFs for every Module
  • Glossary/Key Terms for every Module
  • Q&A directly with instructors.

Career Opportunities

  • Financial Advisor
  • Financial and Investment Analyst
  • Financial Planner
  • Finance Manager
  • Personal Finance Life Coach
  • Personal Financial Counselor

Value Addition to your skills

  • Analytical skills
  • Attention to detail
  • Critical thinking skills
  • Problem-solving and decision-making skills
  • Goal-setting skills
  • Planning and Organizational skills

Courses

Course Title Time
1. Introduction to Economic Realities for Women
1 Hour
  • To analyze the economic realities for women and why financial literacy and management are important.
  • To identify ways to use your budget as a means of finding savings & investing opportunities and steps towards achieving financial empowerment.
  • To begin to build your financial puzzle towards financial empowerment.
2. Credit Use-Abuse with Insurance Basics
1 Hour
  • To discuss what financial and historical components comprise your credit score and steps to increase the score.
  • To be able to discern between good and bad debt.
  • To explore the different types of insurance and when they are most useful.
3. The Money Pyramid and Financial Decision-Making
1 Hour
  • To discuss the power of viewing your financial decisions from a bird’s-eye view.
  • To identify and understand the different levels on the money pyramid.
  • To introduce the decision-making matrix to achieve financial goals and decision-making.
4. Real Estate and Fixed-Income Investments
1 Hour
  • To know what leverage is and how to use it.
  • To identify ways to build a real estate portfolio and explore the terminology of fixed-income investments.
  • To discuss the basics of bond laddering and other fixed-income strategies.
5. Stock Market Investing and Retirement Planning
1 Hour
  • To discuss the basics of the stock market and differentiate between fundamental & technical analysis.
  • To review the differences between mutual funds, ETFs, and indices. 
  • To explore the fundamentals of diversification, basics of retirement planning, and ways to supercharge your retirement with stocks.
6. Creating and Executing Your Financial Strategy
1 Hour
  • To commit to using new knowledge to achieve a financially secure future.
  • To explain goal setting and strategic planning.
  • To discuss how to maximize your Social Security benefits and long-term retirement planning options.
7. Introduction to Estate Planning
1 Hour
  • To identify testate and intestate and why it matters.
  • To explain how to utilize your power in estate planning.
  • To analyze the power of values in generational wealth planning and different types of Trusts that can be employed.
8. FERS: Exploring Financial Risk and Behavioral Decisions
1 Hour
  • Identify different financial risk categories.
  • Analyze the cycle of decision-making and how to decouple emotions.
  • Continue building your FERS puzzle.
Disclaimer : Before attending any course, please verify that the credit details align with your qualification requirements. This certificate is designed to help you acquire new skills and knowledge, which may or may not fulfill specific compliance criteria. While we have made every effort to ensure our courses adhere to compliance standards, we recommend reviewing the details to confirm applicability for your needs.

Instructors

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trusted

Financial Decision-Making

“This is a great course that really helped me develop some of my thought processes for financial goal-setting and decision-making. This is just what I have been searching for!”

Stefanie McLendon
Stefanie McLendon, CFA

Financial Analyst

trusted

Beyond Expectations for Women

“This course went beyond my expectations! This amazing course is very useful to women. I enjoyed it.”

Rex Reed
Rex Reed, WMCP

Financial Consultant

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Transformative Financial Independence

“Loving the course. I cannot wait to look back at my notes and do some reflection. I can see my transformation and get ready for my financial independence.”

Andrew Spooner
Andrew Spooner, PFS

Financial Planner

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Frequently Asked Questions

The "Financial Goal-Setting and Decision-Making Certification for Women (DCW)" covers a comprehensive range of topics designed to empower women in financial management. It begins with an introduction to economic realities specific to women, addressing credit use and abuse within the context of insurance basics, and explores financial decision-making through the lens of the money pyramid. Participants will not only learn about real estate and fixed-income investments, delve into stock market investing and retirement planning strategies, but also develop practical skills in creating and executing personalized financial strategies. The certification also includes an introduction to estate planning, ensuring a well-rounded understanding of financial planning and management tailored to women's needs.

The "Financial Goal-Setting and Decision-Making Certification for Women (DCW)" offers significant benefits by equipping you with essential knowledge and skills across various financial topics tailored to women's economic realities. Through modules covering insurance, investments, estate planning, and financial strategies, you'll understand how to manage finances effectively, navigate economic decisions, and plan for the future. This certification enhances your financial literacy and empowers you to make informed decisions, protect your financial interests, and achieve long-term goals with confidence and clarity.

Certificate course is created by a qualified and experienced instructor(s). myCPE Certificate Courses includes Self-study Courses. Most of the courses are in the form of On-demand Videos. The Self-study Video courses in Certificate courses may be Live recorded presentations converted into Self Study (On-Demand Videos).

You can take your time and attend the course at your own pace. You can take exam unlimited time. So, don’t worry, if you are not able to pass an exam. You will be getting a chance to attend the exam again.

After completion of each course of this Certification Programs, you will be able to download a certificate with the course title and number of hours. Certificates, as well as your study records, are stored for life and you can access them anytime. Certificates are valid proof for your continuing education credits and you can also add it as an additional designation.

Once you register you will have complete access to all the courses of this Certification Programs. The self-study format allows you to access the material online 24x7 and study at your own pace.

As per NASBA guidelines, you have one year from date of purchase of your certificate to complete each program. After completion of each course, you can attend final exam any time and get CPE Credit instantly. You can retake the exam multiple times without any additional charges.

Course have minimum passing score of 70% in the final exam and you can take multiple attempts of the said exam.

Our video player tracks & stores the watch time and will show you in the progress bar. But you make sure that you don’t fast forward or manually try to move the progress bar. If you have fast forwarded the video or tried to manually move the progress bar of the video. System wouldn’t capture your watch time. So please, let the video go on its own. However, being on-demand video you can pause and play and whenever you want and you can watch it in pieces. It will pick up from where you left off. So, for a self study courses you will have to
1. Complete the entire video 100%.
2. Answer all the review questions correctly. The review questions are at the bottom of the same page where you are viewing the course video.
3. Once you have watched the whole video and answered all the review questions, the Final Quiz will open up. You need to score more than 70% in the Final Quiz to avail your CPE credit. Multiple attempts are allowed for submitting Review and Final Quiz questions.
4. Once you have completed the Review and Final quiz questions, you shall be able to download the credit certificate from the ‘My Certificates’ section. Kindly ensure you have allowed Multiple File download from your web browser to download all certificates.
5. You can download individual certificate from your "Account" as well as from this page once you complete a particular courses. Also, you can download "Consolidated Certificate" from the package page or from your account.

A Self-study course is a recorded video (If it’s a recording of a live course you may see polling questions appearing on the screen. You do not need to answer the polling questions and just let the video play). Do not fast forward. If you fast forward, we may not be able to capture your watch time and you may be required to watch it multiple times. In order to avail your credits for the self-study course, you need to answer the review questions correctly and complete the entire video. Once you have done that, the Final Quiz will open up in which you need to score a minimum 70% to qualify for the credit. You can attempt multiple times for answering the review questions and Final quiz questions. Once you have completed the Review and Final quiz questions, you shall be able to download the credit certificate from ‘My Certificates’ section.
If neither of the above cases works, please drop an email to support@my-cpe.com or contact our support team through live chat support.

The evaluation form will be sent to attendees in the next 24 hours after passing the final quiz with at least 70% marks. Kindly note that the evaluation form will only be available to attendees who remained logged in till the end of the course and answered all the polling questions.

MY-CPE LLC is PCI Compliant - Approved. myCPE uses a secure payment gateway (Stripe.com) to process your payment details. This payment gateway is in accordance with the PCI-DSS Compliance. Therefore, your payment details are secure through SSL encryption. CLICK HERE to view our PCI compliance certificate. Once you have register for the package and paid for it you shall not be granted any refund unless you are not able to access courses for any reason etc.
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