myCPE
myCPE

10-Point Financial Health Check 1.5 Credits

Sep 24, 2024, 02:00 PM ET

10-Point Financial Health Check 1.5 Credits

  • Rating

    4.5
  • Reviewed on

    January, 2024
  • Subject Area

    Finance

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  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
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  • Answer the polling questions
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Sep 24, 2024, 02:00 PM ET

Learning Objective

  • To know how your income is spent monthly.
  • To ensure your debts are structured tax and interest rates efficiently.
  • To develop a debt reduction strategy.
  • To establish an emergency fund.
  • To set and achieve your short-term and long-term financial goals.
  • To ensure adequate protection through insurance.

Course Overview

Ensure that all the areas of your finances are working to help you grow and protect your wealth.

Do you know how much you spend monthly? Do you know what type of insurance you have in place and why? Do you have an emergency fund? Why is that important? Do you have money goals? Do you understand how and why your money is invested in the way it is? Do you have an estate plan in place?

As a seasoned Personal Finance Expert, Anna Knight will walk you through a series of such questions to have you reflect on the areas of your financial affairs that you have to revisit or address. Only when all the pieces of your financial life are brought together, can you achieve peace of mind, knowing that you and your family are enjoying daily life, being protected from unforeseen events, and paddling towards your short, mid-range, and long-term money goals.

This is a hands-on learning course, and it is presented with a follow-along questionnaire that you can turn into your action plan.

Key topics covered in this course:

  • Create a way to review and analyze your cash flow
  • Healthy credit tips, and Debt reduction strategy
  • Structured savings to achieve your goals
  • Adequate insurance
  • Tax efficiently structured personal and business affairs
  • Will, financial, and medical power of attorney

Join this CPE Finance Webinar to understand the 10-Point Financial Health Check and provide personalized solutions for your financial goals. 

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Finance for CPA in Canada 1.5 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1.5 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1.5 CE Eligible
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 332183) (Valid upto : Dec 31, 2025) 1.5 CE Approved
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1.5 CE Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1.5 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1.5 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1.5 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1.5 CE Eligible
Investment Planning for Personal Financial Planner (PFP) 1.5 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Financial Planning for Certified International Wealth Manager (CIWM) 1.5 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1.5 CE Eligible
Financial Management & Planning for Certified Financial Planner - Canada (Approval No. 13799) (Valid upto : Aug 15, 2025) 1.5 CE Approved
Finance for CIPM 1.5 PL Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
Financial Management & Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13799) (Valid upto : Aug 15, 2025) 1.5 CE Approved
Finance for Chartered Advisor in Senior Living (CASL) 1.5 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Investment Planning for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for Certified International Wealth Manager (CIWM) 1 CE Eligible
Finance for CIPM 1 PL Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible

Additional Information

Credits

1.5

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.

Dive into the world of CPA CPE Courses with MY-CPE. Our online courses are here to help you complete your CPA CPE credits seamlessly. We cover a wide range of topics delivered by professional subject matter experts. Forget the traditional way of learning with flexible scheduling and learn at your own pace. Join us and start your journey toward professional growth today!

About Instructor

Anna Knight
Anna Knight , CFP

Founder, Simplicity Financial

  • 4.5
  • rating
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Anna Knight is the Founder, Severance and Pension Specialist and the Certified Financial Planner at Simplicity Financial. She started Simplicity Financial with over 20 years of industry experience and with the goal of empowering Canadians to take charge of and have pride in their finances. She is a trusted source of financial advice to her clients and key associates, and strives to be the same for the community at large.

To elevate her impact and reach, Anna delivers her money management and wealth building courses to corporations and a number of organizations and online through her carefully curated courses. She also shared her valuable and time tested wealth building strategies in her latest book "The Million Dollar Difference".

In her well established private practice,  Anna either offers fee for service financial planning guidance or gets retained by her clients to manage their financial affairs ongoingly.

To implement the simple yet powerful financial plan, Anna has partnered with some industry leaders.

To provide investment management advice, Anna is a Financial Advisor with Keybase Financial, an independent MFDA dealer.   If her plans call for alterations or adding new life insurance solutions, Anna works ass an Insurance Broker with  Allen Wong & Associates / BridgeForce Financial. 

In case her clients need any mortgages, Anna is a full service mortgage broker (M18002128) through Assured Mortgages Division of 1490845 Ontario Ltd. (FC #10259).  Through Assured Mortgages, Anna has access to any and all lenders from traditional banks, to credit unions and private lenders.

Prior to setting up her own independent practice, Anna has worked for ICM, another independent MFDA dealer for a number of years, and Royal Bank of Canada, National Bank and Manulife Financial prior to that.  She not only has extensive education in her field but also years of hands on experience.

As a wellness and fitness enthusiast, world explorer and dancer and a mom, Anna ensures to keep on creating a work life balance, and encourages her clients to do the same.

Anna has been a contributor to a number of articles in the Globe and Mail and Money Sense Magazine, and contributed to a Retirement by Design book prior to writing The Million Dollar Difference.

Anna’s life commitment is making an impactful and positive difference in the lives of anyone she encounters. Therefore, along with Simplicity

Financial that donates part of their profits to charity every year and offers pro bono courses and work, Anna dedicates her time and other resources to numerous charities such as; Princess Margaret Hospital, The C.C.C.O. that supports orphanage homes for children, Interim Place, a shelter for abused women, just to name a few.

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Reviews and Ratings

out of 5

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LL

Lynnae Langmann, CPA (US)
5

Presentation was packed full of detailed information, presenter was exceptional & articulate. Handouts & examples are very helpful. Presentation ran over 2-3 mins which is a concern if trying to get to a following meeting or webinar. Thank you.

AL

Albert Leger, AFSP
5

Anne was very effective in presenting the subject matter. It was clear that she knows the issues and presents it very well and easy to understand.

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