Personal Finance Mastery

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John Smith

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1 Year

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Personal Finance Mastery

Learning Objectives

To discuss how to track your finances.
To analyze how to create a budget.
To analyze the power of compound interest.
To investigate how to reach your financial goals.

Course Description

Let’s start with hypothetical questions.

First, if you are given the freedom to earn the amount of money you’ve always wanted to earn, how much would it be? Second, how much money would you have been paid for by the time you reach retirement age? Third, how much of that money would have gone to your savings or investment accounts? And fourth, how much of that money would have gone to everything that you owe?

Now let’s do a reality check. First, how much are you earning now? How different is it from your ideal income? Second, up to your last payroll, how much money have you been paid already? Third, how much of your earnings have gone to your savings account? And fourth, how much money has gone to everything that you owe?

Theoretically, the average American would have earned around $2 million in a lifetime. The question is why few people end up earning their first million. Most Americans barely reach the 100,000 mark when it comes to the assets they have by the time of their retirement.

What happened?

In this personal finance and credit CPE webinar, you're going to learn how personal finance works and how you can reach your financial goals!

No matter what the scenario or how complicated you may think personal finance and credit is, this CPE webinar gives you the foundational training you need to become proficient with personal finance and personal credit – and start achieving your personal financial goals!

Here are 7 rules live by for your personal finances:

Avoid credit card debt that is spent on liabilities
Building credit is important
Income is not the same as savings
Saving is more important than investing
Live below your means, not within your means
If you want to understand your priorities look at where you spend money each month
Automate everything

Webinar Qualifies For

1 CPE Credit of Personal Development for Certified Public Accountants (CPA-US)
1 General Credit for Accountant/Bookkeeper/Tax Professionals
1 CPD Credit for CPA in Canada
1 CPE Credit for Certified Management Accountants (CMA)
1 CPD Credit of Fundamental Financial Planning Concepts for Personal Financial Specialist (PFS)
1 PL Credit for Chartered Financial Analyst (CFA)
1 CE Credit for Certified Wealth Strategist (CWS)
1 CE Credit for Certified Fiduciary and Investment Risk Specialist (CFIRS)
1 PL Credit for CIPM

About Instructor

Juan E. Galvan

Co-Founder & CEO, Lunes Holdings, LLC

Hi I’m Juan. I’ve been an Entrepreneur since grade school. My background is in the tech space from Digital Marketing, E commerce, Web Development to Programming. I’ve consulted and helped digital entrepreneurs and multiple seven figure businesses reach new levels of success. I’ve learned the strategies, philosophies, methodologies, principles and core values from the most successful people in the world. I believe in continuous education with the best of a University Degree without all the downsides of burdensome costs and inefficient methods.

Additional Information

Duration

1 Hour

Course Level

Basic

Instructional Method

Group Internet Based

Pre-requisites

None

Advance Preparation

None

FAQ’s

Click Here to View

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.

Ratings and Review

4.1

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David Fix, CFE, CPA (US)

Good to review your personal finance habits through analysis of your behavior.

Chris Bell, CFP® (US)

Cody Stearne, CPA in Canada

Good explanation on how debts can personally affect you.

1 Credit

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Subject Area

Personal Development

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Personal Finance Mastery

Course Details

Learning Objectives

Course Description

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Juan E. Galvan

Other Details

Additional Information

1 Hour

Basic

Group Internet Based

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.1

David Fix, CFE, CPA (US)

Chris Bell, CFP® (US)

Cody Stearne, CPA in Canada

Subject Area

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