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How To Get Elite Credit Status

  • Accountant
  • CPA/ABV
  • CPA (CA)
  • CFP (US)
  • CGFM
  • CMA
  • CPA (US)
  • CVA
  • CA - ICAEW
  • CFA
  • CPA/PFS
  • ChFC
  • ACCA
  • FSCP
  • RICP
  • WMCP
  • CBA/MCBA
  • FPAC
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CFIRS
  • CWS

Published: November, 2021

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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

  • The FICO credit scores
    1 mins
  • Why you need elite credit
    9 mins
  • How your scores work
    16 mins
  • Revolving vs Installment
    30 mins
  • Credit card tiers
    38 mins

Course Description

When you're shopping for an auto loan, mortgage, credit card, or other credit product, lenders may rank your creditworthiness by credit tier. Credit tiers are typically based on your history as a borrower, so they affect how likely you are to get approved for a loan, as well as the terms and interest rate you may secure.

Depending on your credit habits and possibly other factors such as income, you may have tier 1, tier 2, tier 3, or worse credit by a lender's standards. Tier 1 credit is considered the best, and will generally qualify you for the most favorable loan terms. That could translate into savings of hundreds or thousands of dollars over the life of a loan.

Establishing a good credit score isn’t a complex process, but it’s vital for your overall financial picture. 

When you have a good or excellent credit score, you’ll have an easier time being approved for renting an apartment, you’ll get better rates on car and homeowner’s insurance and it’s cheaper to borrow money when you need it. 

Having a good credit score can be especially helpful when facing an unexpected financial crisis like a layoff. When lenders see you as a trustworthy borrower, you’re more likely to receive favorable offers for 0% financing if you’re ever in a pinch.

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.

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!

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 discuss how your credit score is calculated.
  • To investigate the power of compound interest.

Recommended For

  • This Online CPE webinar is recommended for CPAs, CMAs, CIPM, CFA, PFS, ABV, CVA, ChFC, FSCP, RICP, WMCP, and other individuals interested in learning how personal finance works and how you can maintain top-tier credit status so you can reach your financial goals.

Who Should Attend?

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

Course Qualification

Webinar Qualifies For

  • 1 CPE Credit of Finance for Certified Public Accountants (CPA-US)
  • 1 CPE Credit of Corporate Finance for Certified Management Accountants (CMA)
  • 1 CPD Credit of Finance for Accredited in Business Valuation (ABV)
  • 1 CPE Credit of Finance for Certified Valuation Analyst (CVA)
  • 1 PL Credit of Finance for Chartered Financial Analyst (CFA)
  • 1 CPE Credit of Financial Planning for Chartered Financial Consultant (ChFC)
  • 1 CPD Credit of Finance for Chartered Professional Accountant (CPA Canada)
  • 1 CPE Credit of Finance for Financial Services Certified Professional (FSCP)
  • 1 CPD Credit of Personal Financial Planning for Personal Financial Specialist (PFS)
  • 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 CPE Credit of Finance for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
  • 1 CE Credit of General Principles of Financial Planning for Certified Financial Planner (US) (Approval No. 300790)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
  • 1 CPD Credit for CA - ICAEW
  • 1 CPD Credit for Chartered Certified Accountants (ACCA)
  • 1 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1 CPD Credit for Chartered Accountants - Scotland
  • 1 CPD Credit for CPA - Ireland
  • 1 CPE Credit of Finance for Certified Government Financial Manager (CGFM)
  • 1 CRE Credit of General finance principles and financial concepts for Certified Corporate FP&A Professional (FPAC)

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

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.

About Company

Lunes Holdings, LLC

lunesholdings.com/

Continuous education with the best of a University Degree without all the downsides of burdensome costs and inefficient methods. We look forward to helping you expand your skillsets.

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

4.6

20 Ratings

Excellent

13

Very Good

5

Average

2

Poor

0

Terrible

0

CB

Chris Bell, CFP (US)

Mar 25th, 2022

.

PD

Patrick Donovan, CFP (US)

Sep 21st, 2022

Neutral for instructor only because I had technical problems with the video.

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