Build Your Personal Net Worth
Total Credits: 2 including 1 Accounting - Technical, 1 Auditing- Technical
- Average Rating:
- 196
- Categories:
- Accounting and Auditing | ACPEN Industry Institute | Industry
- Speaker:
- John L. Daly, MBA, CPA, CMA, CPIM
- Course Levels:
- Intermediate
- Duration:
- 2 Hours
Description
By the nature of our work and training, financial professionals have more personal finance knowledge than the general population. However, sometimes we spend so much time planning our company's future that we neglect or defer taking steps to build our own personal net worth.
If you are dissatisfied about the speed that you are accumulating savings, this session will help put you on the right track. Even if you are meeting your goals, this session will provide insights and ideas which will add to and reinforce what you may already be doing.
Basic Course Information
Learning Objectives- Understand the strategies that real people with ordinary jobs use to become financially independent.
Major Subjects
- Why people who appear wealthy may be living paycheck to paycheck
- Why a millionaire may be living in the ordinary house next door
- Early and mid-career strategies for accumulating wealth
- Where and how to invest your money
- Why fees and commissions should concern you
- Strategies for buying stocks, mutual funds and ETFs
Course Materials
| Important CPE Credit Information_READ BEFORE WEBCAST UPDATED (0.47 MB) | Available after Purchase | ||
| BYPNW PPT Handout (2.5 MB) | Available after Purchase | ||
| Build Your Personal Net Worth_Q&A (15.8 KB) | Available after Purchase | ||
Speaker
John L. Daly, MBA, CPA, CMA, CPIM Related Seminars and Products
John L. Daly, MBA, CPA, CMA, CPIM, is a Chelsea, Michigan-based management consultant specializing in costing, pricing strategy and pricing model development. He has taught continuing professional education courses since 1995 and began doing ethics seminars two weeks before the Enron scandal. John has been CFO for a Tier 1 automotive parts supplier and a large restaurant chain and COO for a window treatments manufacturer and retailer. He is the author of "Pricing for Profitability", published by Wiley and Sons and a novel, "Tool & Die".
Additional Info
Basic Course Information
Prerequisites Some investing knowledgeAdvanced Preparation None
Course Developer Executive Education, Inc.
Designed For
Financial Professionals
Yellow Book No
Original Recording Date 07/21/2021
Date Added to Catalog 06/02/2021
Additional Information
Instructional Delivery Method Group Internet BasedComplaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement Business Professionals' Network, Inc. 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
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
Course Registration Requirements Online Registration
Promo Video
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