Financial Planning Made Easy
This PowerPoint based course is a great option for those seeking quick CPE! In this course we’ll cover various financial priorities based on one’s stage of life, recall key financial planning tips and discuss “the new retirement”.

Course Publication Date: July 02, 2019

This course is available with NO ADDITIONAL FEE if you have an active self study membership or all access membership or webinar membership or can be purchased for $10.00!

Author:Frank Castillo CPA
Course No:SPEC-T5FINPLAN-1019
Recommended CPE:1.00
Delivery Method:QAS Self Study
Level of Knowledge:Basic
Advanced Preparation:None
Recommended Field of Study:Specialized Knowledge
Webinars - On Demand
Learning Objectives
  • Recall different financial priorities based on one’s stage of life.
  • Identify key financial planning tips to improve one’s financial well-being.
  • Identify different investment strategies and impact on long term wealth creation.
  • Recall what impact working past “the age of retirement” has on Social Security earnings.

CPE Depot 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:

Sponsor Number: 109423


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