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Finding Financial Comfort: The American Quest

  • CPA (US)
  • CPA/PFS
  • Accountant/Bookkeeper/Tax Professionals

Published : September, 2023

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Free (Only Today)

0.2 Credit

Subject Area

Finance

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

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

Have you ever wondered how much money it takes for an American to truly feel comfortable? Is there a magic number, a financial threshold that can guarantee contentment?

While there's no one-size-fits-all answer, this CPE Finance Course will cover various factors that influence an individual or family's perception of financial comfort. 

The starting point is the Federal Poverty Level, which stands at $14,580 for a single person and $30,000 for a family of four. However, it is crucial to recognize that these figures are merely starting points in the intricate web of financial comfort. The true answer to this question depends on numerous variables. Beyond income thresholds, this course highlights the importance of different factors. This course will delve deep into the diverse factors that contribute to the definition of financial comfort. 

Enroll in this nano-learning course to discover the various aspects of financial stability experienced by Americans.

At this time, Nano-learning is not accepted by all state boards. If you are not sure whether your state board accepts Nano-learning, you can ask your state board or visit the NASBA registry.

Learning Objectives

  • To analyze the multifaceted nature of financial comfort and understand that financial well-being is influenced by various factors beyond income.

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)
  • 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

Valrie Chambers

Assistant Professor, Stetson University

Dr. Chambers is a past Chair of the M.E. Rinker, Sr. Institute of Tax and Accountancy and an Associate Professor of Accounting at Stetson University, USA. Prior to receiving a Ph.D. concentrating in taxation in 2000, she had over a decade of public accounting experience as owner/partner-in-charge of a CPA firm in Houston that had a concentration in accounting issues for small business owners. 

Dr. Chambers has published articles in such journals as the Journal of Business Ethics, Journal of State Taxation, Strategic Finance, Journal of Accountancy, Tax Notes and Tax Adviser.  She has served on the American Taxation Association’s Family Tax Policy sub-committee, been cited by the National Taxpayer Advocate in her 2004 Annual Report to Congress, developed continuing education courses for accounting professionals, and coordinated an extra-curricular simulation set with the Internal Revenue Service for students interested in careers curbing financial crimes.

She has also volunteered in several capacities for the American Institute of CPAs and has served on the Board of Directors for the Florida Institute of CPAs and other not-for-profit boards.

Dr. Chambers can be reached at: Valrie.chambers@stetson.edu

4 areas of Expertise:

  • Individual taxation
  • Small business taxation
  • Tax research
  • Behavioral accounting, economics and finance

About Company

Stetson University

www.stetson.edu/

Go Beyond. Since 1883.

COLLEGES/SCHOOLS AND LOCATIONS

  • College of Arts and Sciences, School of Business Administration and School of Music: all on our historic DeLand campus
  • College of Law: St. Petersburg/Gulfport
  • Tampa Law Center: downtown Tampa

ACCREDITATIONS AND DEGREES

  • Stetson University is accredited by the Commission on Colleges of the Southern Association of Colleges and Schools to award:
  • Bachelor's, Master's and Educational Specialist degrees in the College of Arts & Sciences
  • Bachelor's and Master's degrees in the School of Business Administration
  • Bachelor's degrees in the School of Music
  • Juris Doctor and Master of Laws degrees, joint J.D.-M.B.A. degree in the College of Law
  • online PharmaMBA (the business of biomedical science) offered in partnership with the University of Florida
  • Stetson University's programs are also accredited by:
  • AACSB International: The Association to Advance Collegiate Schools of Business
  • American Bar Association
  • American Chemical Society
  • National Association of Schools of Music
  • National Council for Accreditation of Teacher Education
  • Council for Accreditation of Counseling and Related Educational Programs

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.
  • For Refund and Complaint Resolution Policy, CLICK HERE.

Ratings and Review

4.4

15 Ratings

Excellent

7

Very Good

7

Average

1

Poor

0

Terrible

0

GY

Grace Young, CPA (US)

Oct 18th, 2023

Short time and good information.