myCPE
myCPE

Gen Z's Retirement Reboot: Why Traditional Plans Are Outdated 0.2 Credit

Gen Z's Retirement Reboot: Why Traditional Plans Are Outdated 0.2 Credit

Select your learning mode

  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate

Learning Objective

  • Analyze economic factors influencing Gen Z’s financial outlook.
  • Identify generational differences in financial planning priorities.

Course Overview

Are you ready to bridge the gap between generations and understand how financial planning has evolved? Generation Z is stepping into the workforce, and their approach to money is redefining financial norms. Unlike Baby Boomers, Gen Z faces challenges like student loans, economic uncertainty, and a digital-first economy. But how do their priorities compare?

This nano-learning CPE course explores generational money mindsets, examining how habits, technology, and global events influence financial planning today. You’ll also explore actionable strategies for connecting with Gen Z and Baby Boomers. Join this course to uncover actionable insights and strategies for bridging the generational financial divide.

Major topics:

  • Generational Wealth Priorities
  • Digital-First Financial Tools
  • Shifting Investment Strategies

At this time, Nano-learning is not accepted by all state boards. If you are not sure whether your state board accepts Nano-learning, you can ask your state board or visit the NASBA registry.

On Demand Credits for All Qualifications

Nano Credits for All Qualifications

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 0.2 CPE Approved
Personal Financial Specialist (PFS) 0.2 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 0.2 CPE Approved
Personal Financial Specialist (PFS) 0.2 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 0.2 CPE Approved
Personal Financial Specialist (PFS) 0.2 CPD Eligible

Additional Information

Credits

0.2

Course Level

Basic

Instructional Method

Nano Learning

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.

About Instructor

Earn Your Accounting CPE Credits with Drew Stevens| myCPE
Drew Stevens

CEO and Leadership Change Expert, Stevens Performance

  • 4.5
  • rating
  • rating
  • rating
  • rating
  • rating

Dr. Drew Stevens founder of Wisdom to Wealth, works with individuals that grapple with finances and transforms them into wealthy professionals with the liquidity and lifestyle they desire to live with profound longevity to create a legacy. He specializes in coordinating Social Security and retirement income benefits. Drew holds the industry's most prestigious designation: NSSA© - National Social Security Advisor.

Nano Learning 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.

Inclusions
  • Multiple Credits
    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting
    Certifications & Reporting

    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 - fastest in the industry.

  • Credit Tracker
    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault
    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

  • Compliance Reminders
    Compliance Reminders

    Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.

  • Mobile App Access
    Mobile App Access

    The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.

  • Live Support
    Live Support

    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

Exclusive mobile
app for our unlimited
access subscribers

This course is included with,

Individual Subscription

Gain access to everything required for compliance, skill enhancement, and staying ahead of industry trends—all included in the Individual subscription. Here’s what you get:

  • 13,000+ Hours of NASBA-Approved Content
  • 500+ Emerging Subject Areas
  • 50+ State- Specific Ethics Courses
  • 100+ Conferences with Access to Industry Events
  • 250+ FastTrack Compliance Packages

    Pre-selected courses for quick compliance

  • Exclusive Mobile App Access
  • Access to Professional Communities

    Connect with like-minded professionals on Teams.

Trusted by 250,000+ Professionals

trust pilot review google review
Unlimited Access

Ready to Get Started?

Sign up today and begin your learning journey immediately!

card
$299$199 For 12 Months
stripe

Start Your Subscription

$299$199/year

Secure unlimited access

Click Here
Subscribed
Andrea purchased a subscription.
Subscribed
Marcus purchased a subscription.
Subscribed
Janell purchased a subscription.
Subscribed
Deirar purchased a subscription.
Subscribed
Arvinder purchased a subscription.
Subscribed
Tracy purchased a subscription.
Subscribed
Aileen purchased a subscription.
Subscribed
Brendan purchased a subscription.
Subscribed
Shauna purchased a subscription.
Subscribed
Jackson purchased a subscription.
Subscribed
Hani purchased a subscription.
Subscribed
Benjamin purchased a subscription.
Subscribed
John purchased a subscription.
Subscribed
Amanda purchased a subscription.
Subscribed
DAVID purchased a subscription.
Subscribed
Elliot purchased a subscription.
Subscribed
Angela purchased a subscription.
Subscribed
Rebecca purchased a subscription.
Subscribed
Regina purchased a subscription.
Subscribed
Karen purchased a subscription.
Subscribed
Grace purchased a subscription.
Subscribed
Jeffrey purchased a subscription.
Subscribed
Virginia Yiu purchased a subscription.
Subscribed
Casey purchased a subscription.
Subscribed
DIANE purchased a subscription.
Subscribed
Veronica purchased a subscription.
Subscribed
Walidad purchased a subscription.
Subscribed
Kevin purchased a subscription.
Subscribed
MICHAEL purchased a subscription.
Subscribed
Sharon purchased a subscription.
Subscribed
Max purchased a subscription.
Subscribed
Rebecca purchased a subscription.
Subscribed
Coral purchased a subscription.
Subscribed
Cathy purchased a subscription.
Subscribed
Donna purchased a subscription.
Subscribed
Anna purchased a subscription.
Subscribed
Michele purchased a subscription.
Subscribed
Gary purchased a subscription.
Subscribed
Steven purchased a subscription.
Subscribed
Kacy purchased a subscription.
Subscribed
Saleem purchased a subscription.
Subscribed
Kunaal purchased a subscription.
Subscribed
Margaret purchased a subscription.
Subscribed
Steffi purchased a subscription.
Subscribed
Zachary purchased a subscription.
Subscribed
Tiffany purchased a subscription.
Subscribed
Brent purchased a subscription.
Subscribed
Judith purchased a subscription.
Subscribed
Neila purchased a subscription.
Subscribed
Jeremy purchased a subscription.
Subscribed
Dennis purchased a subscription.
Subscribed
Thomas purchased a subscription.
Subscribed
Fritzner purchased a subscription.
Subscribed
Ronak purchased a subscription.
Subscribed
Max purchased a subscription.
Subscribed
Dane purchased a subscription.
Subscribed
S purchased a subscription.
Subscribed
Beth purchased a subscription.
Subscribed
Clarissa purchased a subscription.
Subscribed
Charlene purchased a subscription.
Subscribed
Victoria purchased a subscription.
Subscribed
karl purchased a subscription.
Subscribed
Brendan purchased a subscription.
Subscribed
Yvette purchased a subscription.
Subscribed
Jacob purchased a subscription.
Subscribed
April purchased a subscription.
Subscribed
Joan purchased a subscription.
Subscribed
Robert purchased a subscription.
Subscribed
Aileen purchased a subscription.
Subscribed
Jessica purchased a subscription.
Subscribed
Carol purchased a subscription.
Subscribed
Rosemarie purchased a subscription.
Subscribed
Ray purchased a subscription.
Subscribed
Betty J purchased a subscription.
Subscribed
Patricia purchased a subscription.
Subscribed
Phillip purchased a subscription.
Subscribed
Emilio purchased a subscription.
Subscribed
Lorna purchased a subscription.
Subscribed
Brenda purchased a subscription.
Subscribed
Ryan purchased a subscription.
Subscribed
YAO purchased a subscription.
Subscribed
CRISTINA purchased a subscription.
Subscribed
Kenneth purchased a subscription.
Subscribed
Denise purchased a subscription.
Subscribed
Angela purchased a subscription.
Subscribed
Nikitha purchased a subscription.
Subscribed
Jude purchased a subscription.
Subscribed
Joseph purchased a subscription.
Subscribed
Eva Maria purchased a subscription.
Subscribed
Gordon purchased a subscription.
Subscribed
Traci purchased a subscription.
Subscribed
Steven purchased a subscription.
Subscribed
Henry purchased a subscription.
Subscribed
Peter purchased a subscription.
Subscribed
Robert purchased a subscription.
Subscribed
Laveria purchased a subscription.
Subscribed
Fui Sun purchased a subscription.
Subscribed
Michael purchased a subscription.
Subscribed
Matthew purchased a subscription.
Subscribed
Norma purchased a subscription.