MYCPE ONE

Personal Finance Trends Mastery 1 Credit 1 Credit

May 08, 2026, 02:00 PM EDT

Personal Finance Trends Mastery 1 Credit 1 Credit

  • Drew Stevens

    | CSA, CFF

  • Rating

    4.7

  • Reviewed on

    February, 2025

  • 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
  • Get your certificate
May 08, 2026, 02:00 PM EDT

Access to this course is included with a MYCPE ONE subscription.

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AI Review Summary

Generated by AI based on all course reviews

Learning Objectives

  • Discuss current trends and regulations in personal finance.
  • Gain insights into emerging technologies shaping financial practices.
  • Review strategies for teaching practical financial literacy skills effectively.
  • Explore resources to enhance the curriculum with up-to-date content.

Course Overview

Understanding personal finance trends is crucial for maintaining a healthy financial profile. These trends significantly impact your income, expenses, savings, and investment.

This CPE course is meticulously crafted to provide attendees with the most current and relevant trends. By immersing yourself in this dynamic landscape, you'll be equipped with the tools and resources necessary to empower the next generation with essential financial literacy skills.

This course is a vital resource for professionals looking to enrich their curriculum with real-world insights and practical knowledge. As the financial landscape evolves, so too must our approach to teaching personal finance. By joining us, you will gain access to a wealth of up-to-date information, enabling you to address the ever-changing challenges and opportunities facing today's youth.

From navigating student loans to understanding investment strategies, our course covers a broad spectrum of topics, ensuring that educators are well-prepared to guide their students toward financial success.

Major Topics Covered:

  • Current Trends in Personal Finance
  • Empowering Financial Literacy
  • Navigating Student Loans
  • Evolving Financial Regulations and Technology
  • Practical Applications and Case Studies

Join this CPE course to stay abreast of the ever-evolving realm of personal finance. With new trends, regulations, and technologies emerging constantly, this course offers educators the opportunity to stay updated and equipped with the latest knowledge and resources.

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Certified Wealth Strategist (CWS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Finance for CIPM 1 PL Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Finance for CIPM 1 PL Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible

Additional Information

Credit

1

Credit

1

Course Level

Advanced

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 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 through its website: www.nasbaregistry.org.

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

Earn Your Accounting CPE Credits with Drew Stevens

Drew Stevens | CSA, CFF

CEO and Leadership Change Expert, Stevens Performance

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

Over 38 years of Financial and Sales/Marketing expertise with investments, insurance, annuities, financial planning, analysis, and educating struggling clients to eliminate debt, increase liquidity, and maximize savings for retirement planning.

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. Our courses qualify for credits with NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations.

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 accepted by NASBA and other professional organizations?

MY-CPE LLC courses are accepted for continuing education credit by various professional certification programs, including NASBA, IRS, CFP Board, and HRCI. MY-CPE LLC is also recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® and SHRM-SCP® recertification activities.

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 professional organizations 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. Our courses qualify for credits with NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations.

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 accepted by NASBA and other Professional Organizations?

MY-CPE LLC courses are accepted for continuing education credit by various professional certification programs, including NASBA, IRS, CFP Board, and HRCI. MY-CPE LLC is also recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® and SHRM-SCP® recertification activities.

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 accepted for compliance and reporting purposes with NASBA, IRS, CFP Board, HRCI, SHRM (for PDCs), Payroll Org, FP Canada, and 25+ other professional organizations.

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

Excellent (70%)

Very Good (25%)

Average (5%)

Poor

Terrible

JE

Janice Ellis, CPA (US)

5

On this last day of 2024, I found this course and am glad I did. Very good information for my family and I to consider as we head into 2025 with regards to managing our personal finances. Thank you MyCPE for the wonderful platform and variety of courses/topics and mostly for the 1 creit 1 meal initiative.

AS

Aaron Spechler, CPA (US)

5

My “neutral” responses arise from me being retired. So no staff and practically no clients

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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.

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    Credit Tracker

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  • 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

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    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 ONE 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.

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