How to be a Money Master Millionaire (Part 1) 2 Credits
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Real wealth isn’t determined by the amount of money you make. Instead, it comes from spending less than you earn and investing the difference properly so that your savings grow. Most people these days will earn more than a million dollars in their lifetime. But far too many fail to develop good saving habits, and as they earn more income over time, they spend more. Don’t be one of them!
In this CPE webinar, you will estimate how much you will need when you retire and then figure out how you can save enough money for you to retire comfortably. We will also explore budgeting, debt management, and passive income options for your retirement spending if time permits.
You will be asked to write your immediate, target, and stretch personal and professional goals. How never adding time will help you get to your goal faster. This course will also help you to understand how to utilize data to project your salary expectations and also devise a possible saving and investing schedule to attain your desired retirement financial reward.
Join this CPE Finance Webinar, to understand how to be a money master millionaire!
Note: Please take note that Linda Yao is a Canadian. She might be explaining a topic from real life by utilizing Canadian examples. However, the course is also acceptable for US titles. Below the course name, we have included the acceptable titles for continuing education.
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 2 CPE | Approved |
| Finance for CPA in Canada | 2 CPD | Eligible |
| Personal Financial Planning for Personal Financial Specialist (PFS) | 2 CPD | Eligible |
| Finance for Chartered Financial Analyst (CFA) | 2 PL | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 2 CPE | Eligible |
| Certified Government Financial Manager (CGFM) | 2 CPE | Eligible |
| Financial Planning for Chartered Financial Consultant (ChFC) | 2 CE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 2 CPD | Eligible |
| Certified Wealth Strategist (CWS) | 2 CE | Eligible |
| Chartered Accountant - ICAEW | 2 CPD | Eligible |
| Certified Fiduciary and Investment Risk Specialist (CFIRS) | 2 CE | Eligible |
| Financial Planning for Retirement Income Certified Professional (RICP) | 2 CE | Eligible |
| Financial Planning for Wealth Management Certified Professional (WMCP) | 2 CE | Eligible |
| Financial Planning for Financial Services Certified Professional (FSCP) | 2 CE | Eligible |
| Finance for Certified Valuation Analyst (CVA) | 2 CPE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 2 CPE | Eligible |
| Professional Development for Personal Financial Planner (PFP) | 2 CE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 2 CPE | Eligible |
| Professional Development for Certified International Wealth Manager (CIWM) | 2 CE | Eligible |
| Retirement Planning for Certified Financial Planner - Canada (Approval No. 247509) (Valid upto : Feb 05, 2025) | 2 CE | Approved |
| Financial Planning for Chartered Special Needs Consultant (ChSNC) | 2 CE | Eligible |
| CPA - Ireland | 2 CPD | Eligible |
| Chartered Accountants - Scotland | 2 CPD | Eligible |
| Chartered Accountants - Ireland (CAI) | 2 CPD | Eligible |
| Certified FP&A Professional (FP&A) | 2 CE | Eligible |
| Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 2 CPE | Eligible |
| Retirement Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 247509) (Valid upto : Feb 05, 2025) | 2 CE | Approved |
| Finance for CIPM | 2 PL | Eligible |
| Professional Development for Designated Financial Services Advisor (DFSA) | 2 CE | Eligible |
| Financial Planning for Chartered Advisor in Senior Living (CASL) | 2 CE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 2 CPE | Approved |
| Finance for CPA in Canada | 2 CPD | Eligible |
| Personal Financial Planning for Personal Financial Specialist (PFS) | 2 CPD | Eligible |
| Finance for Chartered Financial Analyst (CFA) | 2 PL | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 2 CPE | Eligible |
| Certified Government Financial Manager (CGFM) | 2 CPE | Eligible |
| Financial Planning for Chartered Financial Consultant (ChFC) | 2 CE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 2 CPD | Eligible |
| Certified Wealth Strategist (CWS) | 2 CE | Eligible |
| Chartered Accountant - ICAEW | 2 CPD | Eligible |
| Certified Fiduciary and Investment Risk Specialist (CFIRS) | 2 CE | Eligible |
| Financial Planning for Retirement Income Certified Professional (RICP) | 2 CE | Eligible |
| Financial Planning for Wealth Management Certified Professional (WMCP) | 2 CE | Eligible |
| Financial Planning for Financial Services Certified Professional (FSCP) | 2 CE | Eligible |
| Finance for Certified Valuation Analyst (CVA) | 2 CPE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 2 CPE | Eligible |
| Professional Development for Personal Financial Planner (PFP) | 2 CE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 2 CPE | Eligible |
| Professional Development for Certified International Wealth Manager (CIWM) | 2 CE | Eligible |
| Retirement Planning for Certified Financial Planner - Canada (Approval No. 247509) (Valid upto : Feb 05, 2025) | 2 CE | Approved |
| Financial Planning for Chartered Special Needs Consultant (ChSNC) | 2 CE | Eligible |
| CPA - Ireland | 2 CPD | Eligible |
| Chartered Accountants - Scotland | 2 CPD | Eligible |
| Chartered Accountants - Ireland (CAI) | 2 CPD | Eligible |
| Certified FP&A Professional (FP&A) | 2 CE | Eligible |
| Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 2 CPE | Eligible |
| Retirement Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 247509) (Valid upto : Feb 05, 2025) | 2 CE | Approved |
| Finance for CIPM | 2 PL | Eligible |
| Professional Development for Designated Financial Services Advisor (DFSA) | 2 CE | Eligible |
| Financial Planning for Chartered Advisor in Senior Living (CASL) | 2 CE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 2 CPE | Approved |
| Finance for CPA in Canada | 2 CPD | Eligible |
| Personal Financial Planning for Personal Financial Specialist (PFS) | 2 CPD | Eligible |
| Finance for Chartered Financial Analyst (CFA) | 2 PL | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 2 CPE | Eligible |
| Certified Government Financial Manager (CGFM) | 2 CPE | Eligible |
| Financial Planning for Chartered Financial Consultant (ChFC) | 2 CE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 2 CPD | Eligible |
| Certified Wealth Strategist (CWS) | 2 CE | Eligible |
| Chartered Accountant - ICAEW | 2 CPD | Eligible |
| Certified Fiduciary and Investment Risk Specialist (CFIRS) | 2 CE | Eligible |
| Financial Planning for Retirement Income Certified Professional (RICP) | 2 CE | Eligible |
| Financial Planning for Wealth Management Certified Professional (WMCP) | 2 CE | Eligible |
| Financial Planning for Financial Services Certified Professional (FSCP) | 2 CE | Eligible |
| Finance for Certified Valuation Analyst (CVA) | 2 CPE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 2 CPE | Eligible |
| Professional Development for Personal Financial Planner (PFP) | 2 CE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 2 CPE | Eligible |
| Professional Development for Certified International Wealth Manager (CIWM) | 2 CE | Eligible |
| Retirement Planning for Certified Financial Planner - Canada (Approval No. 247509) (Valid upto : Feb 05, 2025) | 2 CE | Approved |
| Financial Planning for Chartered Special Needs Consultant (ChSNC) | 2 CE | Eligible |
| CPA - Ireland | 2 CPD | Eligible |
| Chartered Accountants - Scotland | 2 CPD | Eligible |
| Chartered Accountants - Ireland (CAI) | 2 CPD | Eligible |
| Certified FP&A Professional (FP&A) | 2 CE | Eligible |
| Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 2 CPE | Eligible |
| Retirement Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 247509) (Valid upto : Feb 05, 2025) | 2 CE | Approved |
| Finance for CIPM | 2 PL | Eligible |
| Professional Development for Designated Financial Services Advisor (DFSA) | 2 CE | Eligible |
| Financial Planning for Chartered Advisor in Senior Living (CASL) | 2 CE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 2 CPE | Approved |
| CPA in Canada | 2 CPD | Eligible |
| Accredited in Business Valuation (ABV) | 2 CPD | Eligible |
| Personal Financial Specialist (PFS) | 2 CPD | Eligible |
| Chartered Financial Analyst (CFA) | 2 PL | Eligible |
| Certified Government Financial Manager (CGFM) | 2 CPE | Eligible |
| Chartered Financial Consultant (ChFC) | 2 CE | Eligible |
| General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 310372) | 2 CE | Approved |
| Association of Chartered Certified Accountants (ACCA) | 2 CPD | Eligible |
| Certified Wealth Strategist (CWS) | 2 CE | Eligible |
| Chartered Accountant - ICAEW | 2 CPD | Eligible |
| Certified Fiduciary and Investment Risk Specialist (CFIRS) | 2 CE | Eligible |
| Retirement Income Certified Professional (RICP) | 2 CE | Eligible |
| Wealth Management Certified Professional (WMCP) | 2 CE | Eligible |
| Financial Services Certified Professional (FSCP) | 2 CE | Eligible |
| Certified Valuation Analyst (CVA) | 2 CPE | Eligible |
| Professional Development for Personal Financial Planner (PFP) | 4 CE | Eligible |
| Behavioural investing for Certified International Wealth Manager (CIWM) | 2 CE | Eligible |
| Chartered Special Needs Consultant (ChSNC) | 2 CE | Eligible |
| Certified FP&A Professional (FP&A) | 2 CE | Eligible |
| Chartered Accountants - Ireland (CAI) | 2 CPD | Eligible |
| Chartered Accountants - Scotland | 2 CPD | Eligible |
| CPA - Ireland | 2 CPD | Eligible |
| Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 2 CPE | Eligible |
| CIPM | 2 PL | Eligible |
| Chartered Advisor in Senior Living (CASL) | 2 CE | Eligible |
Credits
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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Linda Yao was born in Taiwan, Taipei into a family of five who lived in a one-bedroom University of Taiwan duplex with no amenities. She recalls sleeping with her grandmother and sister in a curtained-off area in the living room, while her parents and brother slept in the bedroom. The toilet was just a hole in the floor, and it was next to the kitchen. They bathed in a lean-to her dad built against the nearby banana fermentation warehouse.
While her story started similar to many in her age group from Taiwan, Linda attributes much of her financial success to the decision to buy a few helpful wealth-building products that forced her to save monthly amounts of cash she wasn’t able to withdraw easily.
It wasn’t always like that: Linda didn’t become interested in managing her money until she was in her 40s. Yet, she was able to reach financial independence, enjoy a very comfortable retirement, and very passionate about helping parents and grandparents to gain the confidence to manage their money, save, and pay less tax.
She is focused on helping them in building wealth for future generations to leave a sizable
legacy effortlessly by following a few simple steps.
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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.
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.
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.
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.
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.
DA
Great Webinar. Writing out the 20 goals really made you think about why you do what you do.
EM
Not the usual CPE course, a nice change with some very useful information and perspective.
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