Help your clients achieve a top-tier credit profile
Master the money skills & achieve financial stability, security, and success
Continuing Education approved courses for Multiple Qualifications
On-Demand Courses
Individual Certificates for each Module
Courses authored by Subject Matter Experts
Shareable Certificate on LinkedIn
Take charge of your financial well-being with the fundamentals of personal finance. This course is designed to help you understand how you can understand the state of your finances, explore relevant tools and measures to streamline financial state, and achieve it by applying this knowledge effectively.
Personal Financial strategies to meet your financial goals
Address critical personal financial management issues
Action to achieve financial goals
Type of debts good for you
Business credit
CPAs, CFA, PFS, and Other Professionals who desire to help their clients with the best possible personal credits in the modern society.
Any Professional interested in upgrading their knowledge on personal credit and building business credit.
Any professional interested in improving personal credit.
Handout PDFs for every ModuleGlossary/Key Terms for every modulQ&A directly with instructors.Financial AnalystPersonal Finance SpecialistFinance ExecutiveFinancial ControllerPersonal Financial PlannerFinance ManagerVerbal and written communicationAttention to detailCritical thinkingBudgetingActive ListeningAnalytical skillsModule Name
Duration
4 Hours
Co-Founder & CEO , Lunes Holdings, LLC
Co-Founder & CEO, Lunes Holdings, LLC
Hi I’m Juan. I’ve been an Entrepreneur since grade school. My background is in the tech space from Digital Marketing, E commerce, Web Development to Programming. I’ve consulted and helped digital entrepreneurs and multiple seven figure businesses reach new levels of success. I’ve learned the strategies, philosophies, methodologies, principles and core values from the most successful people in the world. I believe in continuous education with the best of a University Degree without all the downsides of burdensome costs and inefficient methods.
This course helped me refresh my understanding on personal finances. I believe something lost in transition has surfaced with some useful recommendations. I liked that it was well organized.
I enjoyed learning from this certificate course. I wonder how much of the personal credit details I do not know after that. But I think this is a good start to building a great credit profile. I am sure my clients will benefit from this as well.
I found out some of the issues I can resolve from this course right away. As I have a lot of small business clients, I believe I will be able to help them better manage their finances and improve their credit score to have better business results.
Certificate awarded upon the successful completion of the myCPE Advanced Certification Program is proof that user has successfully undergone the training and passed the quiz. This certificate marks completion of the said courses and learning activities and completion of the review quiz to earn continuing educational credits for specific qualification mentioned. This advance certificate program is not approved by any educational institution, training institute or regulatory body.
94 Ratings
This certificate course will cover the basics of personal finance and its applications. It will cover an understanding and differentiation on assets and liabilities, different types of loan, power of compound interest, & help identify and differentiate good debt and bad debt. The course will also explore how you can keep track of your finances, create a budget, analyze credit profile, calculate credit score, and build a top-tier credit profile.
With years of rich experience from speaker Juan Galvan, this certification will enable you to master the personal credit and its application. You will be able to understand and apply these skills to achieve better credit for yourself, your business clients, and your business.
