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Personal Finance #5-Purchasing Strategies
Learn best practices for making long-term, large dollar amount, purchases from a Certified Public Accountant (CPA)
What you'll learn
Buying strategies for large items
How warranties impact the purchase decision
Strategies for purchasing a car
How to...
Personal Finance #10-Bonds & Fixed-Income Investments
Demystifying Bonds: Your Path to Successful Fixed-Income Investing
What you'll learn
Comprehend Investment Fundamentals: Develop a solid foundation in investment principles, including time horizons, goals, and various investment strategies...
Personal Finance #8-Insurance-Medical & Disability
Learn personal finance strategies for medical and disability insurance from a Certified Public Accountant (CPA)
What you'll learn
Define health insurance
Define and describe group health insurance
Describe the Affordable Care Act (ACA) as it...
Personal Finance #7-Insurance-Home & Car
Learn risk mitigation strategy & how homeowners insurance and car insurance are used from a Certified Public Account CPA
What you'll learn
Define insurance
Implement a risk mitigation strategy
Construct a personal insurance plan
Define property insurance...
Personal Finance #3–Financial Services & Bank Reconciliation
Learn about financial services, financial institutions, and how to create a personal bank reconciliation from a CPA
What you'll learn
How to apply money management strategies
How to apply tax management strategies
Explain the...
Personal Finance #2–Financial Statements & Budgeting
Learn how to construct personal financial statements and budgets from a Certified Public Accountant (CPA)
What you'll learn
How to read personal financial statements
How to create a personal balance sheet
How to create a personal income...
Personal Finance #1 Goals, Planning, & Time Value of Money
Learn core personal finance concepts from a practicing Certified Public Accountant (CPA)
What you'll learn
How to define personal finance
How to set financial goals based on your personal life situation
Explain the difference between...
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