Personal Financial Planning
Learning objectives

After completing this course, the learner should be able to:

  • Recognize the primary reasons to make personal financial plans
  • Define the fundamental economic principles that influence and inform personal financial planning
  • Apply financial planning goals and information when creating a personal budget
  • Recognize important income tax planning strategies
  • Recall the characteristics of various tax-advantaged accounts when planning for personal income tax
  • Recognize options available when taking out and refinancing debt
  • Identify options to plan financially for education expenses for children
  • Recognize pros and cons of purchasing a second home
  • Identify advantages and disadvantages of different retirement planning options
  • Recognize the key issues associated with estate planning
National Registry of CPE Sponsors

A Becker Professional Education 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:

Becker Professional Education Sponsor I.D. Numbers NASBA: 107294, New York: 002087, New Jersey: 20CE00226700, Texas: 009580, Ohio: CPE.186, Illinois 158.002405, Pennsylvania: PX177823

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