CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

An Entrepreneurs Guide to Personal Finance

  • CMA
  • CPA (US)
  • CFA
An Entrepreneurs Guide to Personal Finance

1 Credit


Subject Area


Webinar Qualifies For

1 CPE credit of Finance for all CPAs

1 CPE credit for Certified Management Accountants (CMA)

1 PL credit for Chartered Financial Analyst (CFAs)

1 CPD credit (Verifiable) for CPA/PFS

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Course Description

Prosperity and success are what many entrepreneurs envision when they start their own business. However, it takes more than a vision for your business to succeed.

98% of most American businesses are small businesses but over 90% of these businesses do not last longer than 3 years.

What are the reasons behind that?

  • Poor planning
  • Poor execution
  • Poor financial management

There is no reason to struggle, nor is there a reason to fail. If your firm is hitting speed bumps and hurdles, visit this incredible online continuing education course to learn how to become a fiduciary for your own business and learn how to mitigate risks.

This online Finance CPE webinar covers the following key topics:

  • What is the importance of financial management?
  • How to develop and implement budgeting successfully?
  • How to manage the Capital Structure of the business?
  • How to manage the working capital of the business?

Learning Objectives

  • To discuss ways to create liquidity and provide a legacy for you and your family
  • To discuss ways to understand finances without a degree
  • To discuss different methods to gain access to one crucial number for your business success
  • To discuss different methods for ensuring profitability.

Who Should Attend?

  • Accountant
  • Assistant Controllers
  • Business Owner
  • Certified Management Accountant
  • Certified Public Accountant
  • CFO/Controller
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Directors of Finance
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Finance Pros
  • Financial Planner
  • Finanical Analyst
  • Personal Financial Specialist
  • Young CPA


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I wasn't the best fit for this seminar. I expect something a bit more substantive, but that was probably my error. Thank you anyway!