Build Your Personal Net Worth
Total Credits: 2 including 2 Finance - Technical
- Average Rating:
- 4.5
- Category:
- Accounting and Auditing | ACPEN Industry Institute | Industry
- Faculty:
- John L. Daly, MBA, CPA, CMA, CPIM
- Course Levels:
- Basic
- Duration:
- 2 Hours
- License:
- Access for 30 day(s) after program date.
Description
By the nature of our work and training, financial professionals are more sophisticated than the general population about their own personal finances. 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 the people you think are wealthy probably aren't
- 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
- Why fees and commissions should concern you
- Strategies for buying stocks, mutual funds and ETFs
Course Materials
| Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (0.47 MB) | Available after Purchase | ||
| Build Your Personal Net Worth slides (1.46 MB) | 25 Pages | Available after Purchase | |
| Build Your Personal Net Worth_Q&A (17.4 KB) | Available after Purchase |
Faculty
John L. Daly, MBA, CPA, CMA, CPIM Related seminars and products: 19
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".
Dates
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Wed, Mar 17, 2021 - 10:00am to 11:50am EDT
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Fri, Mar 26, 2021 - 08:00am to 09:50am EDT
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Thu, Apr 01, 2021 - 08:00am to 09:50am EDT
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Mon, Apr 19, 2021 - 10:00am to 11:50am EDT
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Wed, Apr 28, 2021 - 09:00am to 10:50am EDT
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Mon, May 03, 2021 - 09:00am to 10:50am EDT
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Mon, May 17, 2021 - 10:00am to 11:50am EDT
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Wed, May 26, 2021 - 09:00am to 10:50am EDT
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Tue, Jun 01, 2021 - 08:00am to 09:50am EDT
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Thu, Jun 17, 2021 - 10:00am to 11:50am EDT
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Sat, Jun 26, 2021 - 08:00am to 09:50am EDT
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Additional Info
Basic Course Information
Prerequisites NoneAdvanced Preparation None
Designed For Anyone who would like insights about how to build their personal net worth
Original Recording Date 03/05/2018
Yellow Book No
Course Developer Executive Education, Inc.
Date Added to Catalog 01/15/2018
Additional Information
Complaint 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
Instructional Delivery Method Group Internet Based
Course Registration Requirements Online Registration
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.
Reviews
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Overall: 4.5
Total Reviews: 188
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