DESIGNED FOR
Practitioners involved in personal financial statement preparation
BENEFITS
After attending the presentation, you will be able to...
- Fully comprehend how to prepare personal financial statement preparation
- Identify key factors for becoming or remaining financially self sufficient
- Recast U.S. GAAP personal financial statements into powerful management tools
HIGHLIGHTS
The major topics that will be covered in this class include:
- Preparing a personal financial statement following U.S. GAAP
- Recasting U.S. GAAP personal financial statements into powerful management tools
- Creating an effective personal financial plan that will be used “religiously”
- Effective communication strategies of personal financial information
- Identifying the key factors that must be managed in order to achieve financial self-sufficiency
- Effective financial management techniques
- How to create “goal” statements that achieve results
COURSE LEVEL
Intermediate
PREREQUISITES
None
ADVANCE PREPARATION
None