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Personal Finance Mastery

personal finance works CPE

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 Certificate in Investment Performance Measurement (CFA Institute)

1 PL credit for Chartered Financial Analyst (CFAs)

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

1 CPD credit (Verifiable) for CPA/ABV

1 CPD credit (Verifiable) for CPA/PFS

1 CE credit for Chartered Financial Consultant (ChFC®)

1 CE credit for Financial Services Certified Professionals

1 CE credit for Retirement Income Certified Professional

1 CE credit for Wealth Management Certified Professional

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.


  • What exactly is money?
    1 mins
  • Rules of personal finance
    9 mins
  • Assets vs Liabilities
    16 mins
  • Psychology of debt
    21 mins
  • Good debt vs Bad debt
    30 mins

Course Description

Let’s start with hypothetical questions. 

First, if you are given the freedom to earn the amount of money you’ve always wanted to earn, how much would it be? Second, how much money would you have been paid for by the time you reach retirement age? Third, how much of that money would have gone to your savings or investment accounts? And fourth, how much of that money would have gone to everything that you owe?

Now let’s do a reality check. First, how much are you earning now? How different is it from your ideal income? Second, up to your last payroll, how much money have you been paid already? Third, how much of your earnings have gone to your savings account? And fourth, how much money has gone to everything that you owe?

Theoretically, the average American would have earned around $2 million in a lifetime. The question is why few people end up earning their first million. Most Americans barely reach the 100,000 mark when it comes to the assets they have by the time of their retirement

What happened?

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

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 track your finances.
  • To analyze how to create a budget.
  • To analyze the power of compound interest.
  • To investigate how to reach your financial goals.

Who Should Attend?

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