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How to be a Money Master Millionaire (Part 2)

  • ACCT/BK
  • CPA/ABV
  • CPA (CA)
  • CGFM
  • CMA
  • CPA (US)
  • CVA
  • CA - ICAEW
  • CFA
  • CPA/PFS
  • ChFC
  • ACCA
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CBA/MCBA
  • FPAC
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

This workshop is an extension of “How to be a money master millionaire (Part 1).”

In this CPE webinar, we will review what took place in Part 1. It is recommended that you review the first webinar and complete the following before you attend Part 2:

  1. List 20 personal wants
  2. List 20 professional wants
  3. Select a top want from each want list and ask yourself why 7 times you want to achieve the goal.

Submit the above to support@amoneymastermillionaire.com to get a completion certificate.

How to be A Money Master Millionaire webinars are designed to help participants identify their passion and their life purpose. While money is important, it is only the by-product of doing. If we were to solely concentrate on making more money, we would lose our purpose.

Why are we here? 

In this CPE Finance Webinar, we will use a 5-step process to organize our thoughts and our plan. The actual toolsets such as budgeting, cash flow, and protection will be introduced in steps 4 and Part 3. The 5 key steps are what a project manager would do to lead a corporate project.

Using similar steps, we will be applying them to our own lives.

  1. Have clear life objectives: Part 1 helped you identify your life purpose. Your life purpose is your object for living on this earth. The reason why you are here. We will explore your objective and how it relates to money. What is your responsibility?  What is the government's responsibility?
  2. Identify problems or obstacles: Now that you have selected your top professional wants and personal wants and completed the 7 whys for each. In this step, we will take a closer look at some of your problems in achieving your goals. What is stopping you from attaining your wants? While retirement may not have been one of your top personal wants, we will discuss the concept of retirement here.  We will explore what retirement means to you now after doing Part 1.
  3. Diagnose problems and root causes: In this section, we will take a closer look at your problems identified in step 2 and do a root cause analysis of each problem or obstacle. It is necessary to take a short break for each problem, and analyze its cause, its root, and its real source without the notion of solving them now. 
  4. Build a plan (A Near Bullet-Proof Plan): To build a plan to help you organize your thoughts and incorporate some key elements: What does your retirement plan look like? What is the cost of waiting? Where are the sources of your retirement income? How much do you need? How do avoid market pitfalls? How to create a near bullet-proof plan and what should it consist of? How to plan the unexpected?
  5. Execute the plan: This step will not be discussed in Part 2.  It is to be continued in Part 3.

Learning Objectives

  • To explore your objective in life and how it relates to money.
  • To analyze what is stopping you from attaining your wants.
  • To explain the concept of retirement.
  • To inspect root cause analysis of each problem or obstacle achieving your goals.
  • To analyze how to build a plan to help you organize your thoughts and incorporate some key elements.
  • To discuss sources of your retirement income.
  • To explain how to plan the unexpected.

Recommended For

  • This CPE webinar is recommended for CPA, CVA, CBA/MCBA, ABV, CMA, CFA, CIPM, PFS, FPAC, ChFCA, CASL, ChSNC, RICP, WMCP, FSCP, CGFM, CFIRS, CWS, and other finance professionals who want to understand how to be a money master millionaire.
  • This CPE/CPD course is also helpful for Canadian CPAs, CA - ICAEW, ACCA, CA - Ireland, CA - Scotland, and CPA – Ireland who want to know how to save enough money for retiring comfortably.

Who Should Attend?

  • Certificate in Investment Performance Management
  • Certified Public Accountant (CPA)
  • Certified Valuation Analysts
  • Chartered Financial Analyst
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Finance Pros
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 2 General Credit for Accountant/Bookkeeper (ACCT./BK)
  • 2 CPD Credit for Accredited in Business Valuation (ABV)
  • 2 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 2 CPE Credit for Certified Government Financial Manager (CGFM)
  • 2 CPE Credit for Certified Management Accountants (CMA)
  • 2 CPE Credit of Finance for Certified Public Accountants (CPA-US)
  • 2 CPE Credit for Certified Valuation Analyst (CVA)
  • 2 CPD Credit for Chartered Accountants - ICAEW
  • 2 PL Credit for Chartered Financial Analyst (CFA)
  • 2 CPD Credit for Personal Financial Specialist (PFS)
  • 2 CPE Credit for Chartered Financial Consultant (ChFC)
  • 2 CPD Credit for Chartered Certified Accountants (ACCA)
  • 2 CPE Credit for Financial Services Certified Professional (FSCP)
  • 2 CPE Credit for Chartered Advisor in Senior Living (CASL)
  • 2 CPE Credit for Chartered Special Needs Consultant (ChSNC)
  • 2 CPE Credit for Retirement Income Certified Professional (RICP)
  • 2 CPE Credit for Wealth Management Certified Professional (WMCP)
  • 2 PL Credit for Certificate In Investment Performance Measurement (CIPM)
  • 2 CPE Credit for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
  • 2 CRE Credit for Certified Corporate FP&A Professional (FPAC)
  • 2 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 2 CPD Credit for Chartered Accountants - Scotland
  • 2 CPD Credit for CPA - Ireland
  • 2 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 2 CE Credit for Certified Wealth Strategist (CWS)

Additional details

  • Course Level :
    Basic
  • Credits :
    2
  • Instructional Method :
    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 (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 through its website: www.NASBARegistry.org.

Presenter

About Presenter

Linda Yao

Marketing Director, World Financial Group

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.

About Company

World Financial Group

www.worldfinancialgroup.com/

Our Vision

To give people from all backgrounds the power to become financial services business owners, so that every family can access financial knowledge, products, and resources to prepare for a better future.

Our Mission

To empower financial services entrepreneurs with the tools they need to help families have better futures.

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.3

7 Ratings

Excellent

4

Very Good

1

Average

2

Poor

0

Terrible

0

IH

Irina Halfon, CPA (US)

May 18th, 2022

Very enjoyable, thought-provoking, and inspiring presentation, with real-life examples and tips, interesting and relevant TED talk videos, and additional resources and books I will be exploring on my own. My favorite takeaways from Linda’s presentation: - What is your WHY? Ask that for all aspects in your life! - You are what you think about. - Change your mind, change your life! - Get comfortable to be uncomfortable (e.g., public speaking). - Is the action I am taking now in alignment with my dreams or sabotaging my life with every move? - Be humble - Empty your cup (e.g., be open to learning)

MB

Matthew Barker, CPA (US)

May 18th, 2022

Audio went out on some of the video segments, and cpe questions did not pop up as expected.

How to be a Money Master Millionaire (Part 2)

FREE

2 Credits

Subject Area

Finance

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