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Financial Decision Making and the Money Pyramid

  • Accountant
  • 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

Published: May, 2022

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

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • What is financial empowerment?
    4 mins
  • Decision-Making skills
    15 mins
  • Decision framework
    22 mins
  • Decision from a cost-benefit analysis POV
    30 mins
  • Plan to win
    39 mins

Course Description

Despite gains in labor participation over the last few decades, women continue to experience a gender pay gap which impacts the income stream available to save, spend, and invest at rates comparable to men. Retirement and other long-term investment goals suffer, as a result.

Unfortunately, the pandemic has reversed key trends in women-owned businesses and their labor participation rates overall. Studies continue to show that financial literacy is a cornerstone of economic stability and despite gains in other areas of life, women of all ages still report looking to someone else for assistance in understanding and guiding their finances.

An important component of mastering our money, finances, and investments deals with how we make decisions. While not often taught in conjunction with financial literacy, this is a skill worth devoting time to learning and practicing.  There are few areas in life where poor decisions can impact your entire future. Poor financial decisions are often the result of not having the skills or resources.

In this CPE course, speaker Ilene Slatko discusses financial decision-making and introduces different resources to help guide your skills development.

She will explain the Money Pyramid and the importance of goal setting. Because seeing the larger context is important, both macro and micro decision frameworks are presented. Attendees will leave with a checklist of important financial decision-making steps. This course will give you real-world tools to start using today.

Wherever you are in your understanding and mastery of your financial life, this CE/CPE finance webinar will give you the tools and knowledge to make the choices necessary to have a successful financial future.

This CPE/ CPD Finance course encourages participants to view financial management as a critical skill. We continue to build each participant’s puzzle towards financial empowerment, a process that will continue throughout the 8-webinar series; this is the fourth of them.

Learning Objectives

  • To discuss the power of viewing your financial decisions from a bird’s-eye view.
  • To identify and understand the different levels on the money pyramid.
  • To introduce the decision-making matrix.
  • To analyze financial goals and decision-making. 
  • To continue building your puzzle towards financial empowerment.

Recommended For

  • This Online CPE webinar is recommended for CPA, CMA, CFE, CFA, PFS, Finance professionals, Business owners, and financial consultants who want to learn Financial Decision Making.
  • This CPD webinar is also recommended for Canadian CPAs, CA - ICAEW, ACCA, CA - Ireland, CA - Scotland, and CPA – Ireland interested in understanding the different levels on the money pyramid.

Who Should Attend?

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

Course Qualification

Webinar Qualifies For

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

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    QAS Self Study
  • 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

Ilene Slatko

Principal, DSS Consulting

For the past 35 years Ilene has provided financial literacy and investment education for individual clients to enhance their understanding of money, finances, and investments; and to organizations with a particular emphasis on retirement planning. She has worked for notable Washington, DC area investment companies in management and in building organizational depth in financial education. 

Ms. Slatko has significant experience in the areas of leadership development, team development, career development, executive coaching and talent management. She has expertise in designing learning solutions – virtual instructor-led training and instructor-led -- to meet the unique challenges of clients. She was a key provider of executive and employee education for The Southland Corporation, U.S. Mapping, Century 21, and ERA Real Estate. She has worked with executives and leaders in the areas of communication, selling, client management, leadership development, and team development. 

Ms. Slatko has extensive experience in Federal retirement programs and training federal employees. When the previous retirement system was replaced by FERS, Ilene was at the forefront of presentations to educate affected employees in their choices. She has been a trainer for retirement presentations at agencies throughout the DC area,

She has been a speaker at conferences including the Army Materiel Command Women’s Financial Day, Delaware Women’s Conference, and numerous youth financial literacy programs. Ms. Slatko is currently the host of a weekly Roku and Apple TV show called, The *It Show, the first financial program designed specifically for young women. In addition, she has been the Director of Training for companies in the financial and real estate fields. 

Ilene is an alumna of Marietta College where she studied Drama, Speech, and English. 

About Company

DSS Consulting

www.dssfinancial.com

DSS Consulting has been guiding clients to a better understanding of money, finances, and investing since 2010. Our practice focuses on two primary areas.  

The DSS Consulting coaching model engages individuals through highly personalized action plans to assist them in becoming more financially masterful and guiding those clients through the tasks to achieve their goals. We specialize in assisting clients to better understand and harness their approach to money and then teaching them better behavioral and financial decision-making skills.

Our educational model incorporates multiple channels of outreach to foster better financial literacy and money mastery. Our streaming TV show reaches hundreds of thousands of young women each month; our retirement programs are highly valued by federal and corporate audiences; and our online webinars are available through our association with MyCPE.com. 

Finally, in furthering our goal to strengthen financial literacy, we work behind the scenes lending our expertise to online financial apps and newsletters.

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.
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  • 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.
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