Guide To Personal Finance CPD | PL Credits Course

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An Entrepreneurs Guide To Personal Finance

Reviewed

January, 2024

Drew Stevens

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 analyze different methods to gain access to one crucial number for your business success.
To discuss different methods for ensuring profitability.

Course Description

Prosperity and success are what many entrepreneurs envision when they start their businesses. 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 CPE Finance 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?

Overview

12 Killers to Your Business

7 mins
Expenses - What Do you Need to Open

21 mins
Income Statement

23 mins
Things to Remember

27 mins
My Business is My Retirement

46 mins

Webinar Qualifies For

1 CPE Credit of Finance for Certified Public Accountants (CPA-US)
1 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
1 CPD Credit of Finance for CPA in Canada
1 CPD Credit of Personal Financial Planning for Personal Financial Specialist (PFS)
1 PL Credit of Finance for Chartered Financial Analyst (CFA)
1 CPD Credit for Association of Chartered Certified Accountants (ACCA)
1 CE Credit of Financial Planning for Chartered Financial Consultant (ChFC)
1 CPE Credit of Finance for Certified Government Financial Manager (CGFM)
1 CPD Credit for Chartered Accountant - ICAEW
1 CE Credit of Financial Planning for Certified Wealth Strategist (CWS)
1 CE Credit of Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS)
1 CE Credit of Financial Planning for Retirement Income Certified Professional (RICP)
1 CE Credit of Financial Planning for Financial Services Certified Professional (FSCP)
1 CE Credit of Financial Planning for Wealth Management Certified Professional (WMCP)
1 CE Credit of Financial Planning for Chartered Advisor in Senior Living (CASL)
1 CPE Credit of Finance for Iowa Licensed Public Accountant (IA-LPA)
1 CPD Credit for Chartered Accountants - Scotland
1 CPD Credit for CPA - Ireland
1 CPD Credit for Chartered Accountants - Ireland (CAI)
1 PL Credit of Finance for CIPM
1 CPE Credit of Finance for Maine Licensed Public Accountant (ME-LPA)
1 CE Credit of Financial Planning for Chartered Special Needs Consultant (ChSNC)
1 CPE Credit of Finance for Delaware Licensed Public Accountant (DE-LPA)

About Instructor

Drew Stevens

CEO and Leadership Change Expert, Stevens Performance

Dr. Drew Stevens founder of Wisdom to Wealth, works with individuals that grapple with finances and transforms them into wealthy professionals with the liquidity and lifestyle they desire to live with profound longevity to create a legacy. He specializes in coordinating Social Security and retirement income benefits. Drew holds the industry's most prestigious designation: NSSA© - National Social Security Advisor.

Additional Information

Duration

1 Hour

Course Level

Basic

Instructional Method

QAS Self Study

Pre-requisites

None

Advance Preparation

None

FAQ’s

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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

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Katherine Lewis, CPA (US)

Drew's an awesome speaker And I enjoy his classes

Catherine Catherine.brown118@gmail.com, CPA (US)

Great information.

Sharon Suppa, CPA (US)

No comment.

1 Credit

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Subject Area

Finance

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An Entrepreneurs Guide To Personal Finance

Course Details

Learning Objectives

Course Description

Overview

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Drew Stevens

Other Details

Additional Information

1 Hour

Basic

QAS Self Study

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.5

Katherine Lewis, CPA (US)

Catherine Catherine.brown118@gmail.com, CPA (US)

Sharon Suppa, CPA (US)

Subject Area

Unlimited Access Plan

Inclusions

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