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Cash on Steroids: Beast in High-Yield Savings Accounts!

  • CPA (US)
  • CPA/PFS
  • CFIRS
  • CWS

Published : October, 2024

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Free (Only Today)

0.2 Credit

Subject Area

Finance

Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

Transforming your financial landscape is more attainable than you might imagine! High-yield savings accounts present a straightforward pathway to accelerate the growth of your funds while minimizing risk. In this nano-learning course, we'll explore how these accounts empower your money to work more diligently for you, all while maintaining its safety and accessibility. Whether setting aside cash for unforeseen emergencies, planning a significant purchase, or aiming to enhance your investment returns, this course meticulously unpacks all the essentials. 

Unveil the myriad benefits, possible pitfalls, and practical strategies to maximize your high-yield savings accounts. Armed with pragmatic insights and real-world scenarios, you'll emerge from this course equipped to seize control of your financial future and amplify your earnings. Don't allow your funds to stagnate—dive in and commence your journey toward wealth accumulation today! 

Major Topics: 

  • Benefits of High-Yield Savings Accounts 
  • Key Strategies to Maximize Returns 

Please be aware that not all state boards universally recognize Nano-learning. If you are unsure about your state board's acceptance of Nano-learning, it's advisable to seek clarification from them or visit the NASBA registry for further information.

Learning Objectives

  • Identify essential factors when choosing high-yield savings accounts. 
  • Apply strategies to optimize savings growth while maintaining liquidity.

Course Qualification

Webinar Qualifies For

  • 0.2 CPE Credit of Finance for Certified Public Accountants (CPA-US)
  • 0.2 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
  • 0.2 CPD Credit of Personal Financial Planning for Personal Financial Specialist (PFS)
  • 0.2 CE Credit of Financial Planning for Certified Wealth Strategist (CWS)
  • 0.2 CE Credit of Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS)
  • Click here to view the List of states which accepts Nano Learning CPE Credits

Additional details

  • Course Level :
    Basic
  • Credits :
    0.2
  • Instructional Method :
    Nano Learning
  • 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

Dr. Drew Stevens founder of Wisdom to Wealth, works with individuals that grapple with finances and transforms them into wealthy professionals with the liquidity and lifestyle they desire to live with profound longevity to create a legacy. He specializes in coordinating Social Security and retirement income benefits. Drew holds the industry's most prestigious designation: NSSA© - National Social Security Advisor.

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.
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Ratings and Review

4.6

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KR

Kathy Ruais, CPA (US)

Oct 22nd, 2024

Very

CT

Christel Tebartz, Tax Professional

Oct 18th, 2024

Very good information, very knowledgeable presenter