How to be a Money Master Millionaire (Part 3) 2 Credits
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In part 1, you should have determined what you really want to achieve during your lifetime here on earth with 20 professional wants and 20 personal wants. This exercise is to push you to start dreaming again. When we were young, we dreamed of becoming many things. As we get older, other priorities got in the way and we put our dreams on hold. Over time, we only focused on survival. At the end of part 1, you should have a list of personal and professional dreams that you like to achieve. Select 1 and only 1 from each category to ask yourself 7 whys. This will drive you to the real reasons why you want to achieve those 2 top goals.
In part 2, you have been introduced to the ways in which we identify how much money we will need for retirement. In part 2, we tackled how we approach money in today's reality. We are taught to either increase our income or decrease expenses to get enough money for our retirement. Again, we never considered our dream. We never ask ourselves what we should do to earn more income and achieve our dream.
In this CPE part 3, you will be introduced to the world of dream achievers who realized their dreams by doing what they intend to do in this lifetime. In the process, they made millions. But they are far and few between.
Over 70% of startups fail within the first 25 months.
What are the strategies you can apply to withdraw your savings to make them last longer?
How can you transfer the risk of running out of money to the government and to insurance agencies?
Join this CPE Finance Webinar to get answers to all such questions!
Here is the link to your interests: Personal Finance Courses
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 |
| Professional Development for Personal Financial Planner (PFP) | 2 CE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 2 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 2 CPE | Eligible |
| Financial Planning for Chartered Special Needs Consultant (ChSNC) | 2 CE | Eligible |
| Professional Development for Certified International Wealth Manager (CIWM) | 2 CE | Eligible |
| Financial Management & Planning for Certified Financial Planner - Canada (Approval No. 247511) (Valid upto : Feb 05, 2025) | 2 CE | Approved |
| 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 |
| Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 2 CPE | Eligible |
| CIPM | 2 PL | Eligible |
| Financial Management & Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 247511) (Valid upto : Feb 05, 2025) | 2 CE | Approved |
| Financial Planning for Chartered Advisor in Senior Living (CASL) | 2 CE | Eligible |
| Professional Development for Designated Financial Services Advisor (DFSA) | 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 |
| Certified Management Accountants (CMA) | 2 CPE | Eligible |
| Finance for Accredited in Business Valuation (ABV) | 2 CPD | Eligible |
| Personal Financial Planning for 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. 310374) | 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 |
| Finance for Certified Valuation Analyst (CVA) | 2 CPE | Eligible |
| Professional Development for Personal Financial Planner (PFP) | 4 CE | Eligible |
| Chartered Special Needs Consultant (ChSNC) | 2 CE | Eligible |
| Behavioural investing for Certified International Wealth Manager (CIWM) | 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 |
| Finance for 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 |
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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 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.
GY
Very informative presentation with real life examples at the end. But the lecturer's knowledge, experience, and examples are from Canada which would not necessarily applicable to US learners.
MK
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