Introduction to Personal Finance CPE Selfstudy Course

Welcome to myCPE

First Name

Last Name

Organization Name

Work Email Address

12 Months

$199 $499/User

Get 60% Off

24 Months

$359 $999 /User

Get 64% Off

36 Months

$499 $1499 /User

Get 67% Off

Number of Seats

Promo Code

Proceed to Pay

Name

John Smith

johnsmith@yahoo.com

Subscription

1 Year

Total Payment:

$597 for 3 Seats

Verification Code from Email

Card No.

Card Holder Name

Expiry Date

CVV

Address

By signing up, I accept the myCPE Terms and Conditions and Privacy Notice

Guaranteed safe & secure checkout

Pay $199

Personal Finance Mastery

Reviewed

February, 2024

Juan E. Galvan

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.

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:

Avoid credit card debt that is spent on liabilities
Building credit is important
Income is not the same as savings
Saving is more important than investing
Live below your means, not within your means
If you want to understand your priorities look at where you spend money each month
Automate everything

Overview

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

Webinar Qualifies For

1 CPE Credit of Finance for Certified Public Accountants (CPA-US)
1 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
1 CPD Credit of Finance for CPA in Canada
1 CPE Credit of Finance for Certified Valuation Analyst (CVA)
1 CPD Credit of Finance for Accredited in Business Valuation (ABV)
1 CPD Credit of Personal Financial Planning for Personal Financial Specialist (PFS)
1 PL Credit of Finance for Chartered Financial Analyst (CFA)
1 CPD Credit for Association of Chartered Certified Accountants (ACCA)
1 CE Credit of Financial Planning for Chartered Financial Consultant (ChFC)
1 CPD Credit for Chartered Accountant - ICAEW
1 CE Credit for Certified Wealth Strategist (CWS)
1 CE Credit for Certified Fiduciary and Investment Risk Specialist (CFIRS)
1 CE Credit of Financial Planning for Retirement Income Certified Professional (RICP)
1 CE Credit of Finance for Financial Services Certified Professional (FSCP)
1 CE Credit of Financial Planning for Wealth Management Certified Professional (WMCP)
1 CE Credit for CPFA
1 CPE Credit of Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
1 CPD Credit for Chartered Accountants - Scotland
1 CPE Credit of Finance for Iowa Licensed Public Accountant (IA-LPA)
1 CPD Credit for Chartered Accountants - Ireland (CAI)
1 CPD Credit for CPA - Ireland
1 CPE Credit of Finance for Maine Licensed Public Accountant (ME-LPA)
1 CPE Credit of Finance for Delaware Licensed Public Accountant (DE-LPA)

About Instructor

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.

Additional Information

Duration

1 Hour

Course Level

Basic

Instructional Method

QAS Self Study

Pre-requisites

None

Advance Preparation

None

FAQ’s

Click Here to View

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.

Ratings and Review

4.1

Excellent

Very Good

Average

Poor

Terrible

David Fix, CFE, CPA (US)

Good to review your personal finance habits through analysis of your behavior.

Chris Bell, CFP® (US)

Cody Stearne, CPA in Canada

Good explanation on how debts can personally affect you.

1 Credit

Add to Watchlist

Subject Area

Finance

Unlimited Access Plan

Access to 13,000+ Hours of Continuing Education Approved Content Know More

Subscribe to Access

Inclusions

Continuing Education Certificates for Multiple Qualifications View
Instant Certificates
Access on Mobile, Tablet and Desktop

Didn’t received verification email? Resend Email

Live Webinars

On Demand Webinars

Virtual Conferences

Specialized Packages

Advanced Certification Programs

myCPE Shorts Trending

Preparer Course

Practical Training Courses

U.S. Business Tax Preparer Course

Exam Prep Course

EA Exam Prep Course

Teams Subscription (Per User)

Individual Subscription

Contact Sales Team

646-688-2884

inquiry@my-cpe.com

Schedule a Call

Flat $300 Off

Flat $640 Off

Flat $1000 Off

6 Million+

100K+

"Steven was knowledgeable and thorough…”

Crystal lovejoy

"Great Customer Service”

Lori corry

"It is what it advertised to be”

Brian Carey

"Great customer service”

Steve

Get 60% Off

Get 64% Off

Get 67% Off

Verification Code

Personal Finance Mastery

Course Details

Learning Objectives

Course Description

Overview

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Juan E. Galvan

Other Details

Additional Information

1 Hour

Basic

QAS Self Study

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.1

David Fix, CFE, CPA (US)

Chris Bell, CFP® (US)

Cody Stearne, CPA in Canada

Subject Area

Unlimited Access Plan

Inclusions

Recommended Webinars

Inside the Ticker Tape: How Financial Markets Really Work

Stock Investing Course

Financial and Estate Planning: Tools and Techniques