Personal Credit Mastery Course Intro

Course Description

Creating a financially secure life can feel like a daunting task that requires the skills of an expert mapmaker and GPS programmer. You need to figure out where you are today and where you want to get to. As if that’s not a big enough lift, you’re then in charge of finding the best route to get from here to there without veering off into costly detours.

Take a deep breath. Relax your shoulders.

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

Even if you already have some knowledge, or want to learn about the advanced tips and techniques for personal credit, this CPE course is for you!

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. 

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
2. Building credit is important
3. Income is not the same as savings
4. Saving is more important than investing
5. Live below your means, not within your means
6. If you want to understand your priorities look at where you spend money each month
7. Automate everything

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 analyze the different types of loans.

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 so that you can reach your financial goals.
  

Who Should Attend?

Webinar Qualifies For

• 1 CPE Credit for Wealth Management Certified Professional (WMCP)
• 1 CPE Credit for Retirement Income Certified Professional (RICP)
• 1 CPD Credit for Personal Financial Specialist (PFS)
• 1 CPE Credit for Financial Services Certified Professional (FSCP)
• 1 CPD Credit for Chartered Professional Accountant (CPA Canada)
• 1 CPE Credit for Chartered Financial Consultant (ChFC)
• 1 PL Credit for Chartered Financial Analyst (CFA)
• 1 CPE Credit for Certified Valuation Analyst (CVA)
• 1 CPE Credit of Finance for Certified Public Accountants (CPA-US)
• 1 CPE Credit for Certified Management Accountants (CMA)
• 1 CPD Credit for Accredited in Business Valuation (ABV)
• 1 CPE Credit 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. 300789)
• 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
• 1 CE Credit for Certified Wealth Strategist (CWS)
• 1 General Credit for Accountant/Bookkeeper (ACCT./BK)
• 1 CPD Credit for Chartered Accountants - 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

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