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Comprehensive Course on Personal Credit Mastery

CPE Course on Personal Credit Mastery

4 Credits


Subject Area


Webinar Qualifies For

4 CPE credit of Finance for all CPAs

4 CPE credit for Certified Management Accountants (CMA)

4 CPD credit (Verifiable) for Canadian CPAs

4 PL credit for Certificate in Investment Performance Measurement (CFA Institute)

4 PL credit for Chartered Financial Analyst (CFAs)

4 CPD credit (Verifiable) for Certified Valuation Analyst (CVA)

4 CPD credit (Verifiable) for CPA/ABV

4 CPD credit (Verifiable) for CPA/PFS

4 CE credit for Chartered Financial Consultant (ChFC®)

4 CE credit for Financial Services Certified Professionals

4 CE credit for Retirement Income Certified Professional

4 CE credit for Wealth Management Certified Professional

4 General Educational credit for Tax Professionals / Bookkeepers / Accountants

You need to register for the webinar to watch the video.

Click Here to Register

Before starting this self study program, please go through the instructional document.


  • Elite credit mastery
    1 mins
  • Why rich get richer
    18 mins
  • Cashflow quadrant
    38 mins
  • What exactly is money?
    56 mins
  • Assets vs liabilities
    70 mins
  • The FICO credit scores
    93 mins
  • Revolving vs Installment
    121 mins
  • Setup your bix for credit
    157 mins

Course Description

Personal credit has been important throughout history, and it continues to become more important. The world has become a much bigger place, and therefore your credit score is used more often. Because lenders and other service providers cannot possibly know everything about you, they check your credit.

Your credit is far more than a record of your borrowing habits - people also use your credit to judge your character. While many people understand that loan terms depend on their credit, many people do not understand the other ways that credit affects their lives. 

Depending on your credit, you may be more or less attractive as a job candidate or insurance policyholder. If you already had some idea of how important your credit is, you're way ahead of the game. A large percentage of the population doesn't even know that a credit score is an indication of your risk as a borrower.

In this personal finance and credit CPE webinar, you're going to learn how personal finance works and how to build and maintain top-tier credit status so you can reach your financial goals!

This CPE course is for complete beginners where you're going to learn tips, techniques, and methods to build and maintain top-tier personal credit status.

Even if you already have some knowledge, or want to learn about the advanced tips and techniques for building a top-tier credit profile, this CPE course is for you!

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:

1. Avoid credit card debt that is spent on liabilities: Credit card borrowing rates are egregiously high and paying those rates is an easy way to negatively compound your net worth. If you carry credit card debt for a prolonged period, you’re not ready to invest your money in the markets. Make sure if you are carrying a balance, you're buying assets.

2. Building credit is important: Likely the biggest expense over your lifetime will be interest costs on your mortgage, car loans, and student loans. Having a solid credit score can save you tens or even hundreds of thousands of dollars by lowering your borrowing costs.

3. Income is not the same as savings: There is a huge difference between making a lot of money and becoming wealthy because your net worth is more important than how much money you make. Having a high income does not automatically make you rich; having a low income does not automatically make you poor. All that matters is how much of your income you set aside, not how much you spend.

4. Saving is more important than investing: Pay yourself first is such simple advice, but so few people do this. The best investment decision you can make is setting a high savings rate because it gives you a huge margin of safety in life. You have no control over the level of interest rates, stock market performance, or the timing of recessions and bear markets but you can control your savings rate.

5. Live below your means, not within your means: Living within or above your means is how you end up going from paycheck to paycheck without ever truly building wealth. The only way to get ahead is by living below your means and setting aside a portion of your income for the future.

6. If you want to understand your priorities look at where you spend money each month: You have to understand your spending habits if you ever wish to gain control of your finances. The goal is to spend money on things that are important to you but cut back everywhere else. And if you pay yourself first you don’t have to worry about budgeting, you just spend whatever’s leftover on the things that truly matter to you.

7. Automate everything: The best way to save more, avoid late fees, and make your life easier is to automate as much of your financial life as possible. The goal is to make the big decisions upfront so you don’t need to waste so much time and energy tending to your finances.

Learning Objectives

  • To discuss how to build a top-tier credit profile.
  • To analyze how to create a budget.
  • To inspect how to analyze your credit profile.
  • To investigate the different types of loans.
  • To discuss the differences between good debt vs. bad debt.
  • To analyze the differences between assets vs. liabilities.
  • To inspect how to keep track of your finances.
  • To analyze how your credit score is calculated.
  • To investigate the power of compound interest.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Bookkeepers & Accountants & Tax Preparers
  • Certified Management Accountant
  • Certified Public Accountant
  • Chartered Global Management Accountant
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA