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Personal Credit Mastery Course Intro

Personal Credit Mastery Course CPE Course

1 Credit


Subject Area


Webinar Qualifies For

1 CPE credit of Finance for all CPAs

1 CPE credit for Certified Management Accountants (CMA)

1 CPD credit (Verifiable) for Canadian CPAs

1 PL credit for Chartered Financial Analyst (CFAs)

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

1 CPD credit (Verifiable) for CPA/PFS

1 CPD credit (Verifiable) for CPA/ABV

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

1 CE credit for Wealth Management Certified Professional

1 CE credit for Retirement Income Certified Professional

1 CE credit for Financial Services Certified Professionals

1 CE credit for Chartered Financial Consultant (ChFC®)

1 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
  • The game of credit
    11 mins
  • Why rich get richer
    18 mins
  • Biggest secret of the rich
    30 mins
  • Compound interest
    46 mins

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.

Who Should Attend?

  • Bookkeepers & Accountants & Tax Preparers
  • Certified Management Accountant
  • Certified Public Accountant
  • Certified Valuation Analysts
  • Chartered Certified Accountant (ACCA)
  • Chartered Financial Analyst
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Finance Pros
  • Financial Investigator
  • Financial Planner
  • Licensed Financial Advisor
  • Personal Financial Specialist (PFS)
  • Senior Accountant
  • Young CPA