Building Your Personal Net Worth: Invest in Your Future
Total Credits: 2 including 1 Accounting - Technical, 1 Auditing- Technical
- Average Rating:
- 0
- Categories:
- ACPEN Industry Institute | Accounting and Auditing | Industry
- Faculty:
- John L. Daly, MBA, CPA, CMA, CPIM
- Course Levels:
- Intermediate
- Duration:
- 2 Hours
- License:
- Expires 30 day(s) after program date.
Description
By the nature of our work and training, financial professionals have more personal finance knowledge than the general population. 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 used to become financially independent
Major Subjects
- Why people who appear wealthy may be living paycheck to paycheck
- 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 your money
- 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 (442.7 KB) | Available after Purchase | ||
| Building Your Personal Net Worth: Invest in Your Future Handout (777.9 KB) | Available after Purchase | ||
Faculty
John L. Daly, MBA, CPA, CMA, CPIM Related Seminars and Products
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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Mon, May 26, 2025 - 4:00 PM to 5:49 PM EDT
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Mon, Jun 02, 2025 - 10:00 AM to 11:49 AM EDT
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Sat, Jun 07, 2025 - 12:00 PM to 1:49 PM EDT
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Thu, Jun 12, 2025 - 2:00 PM to 3:49 PM EDT
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Wed, Jun 25, 2025 - 4:00 PM to 5:49 PM EDT
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Mon, Jul 14, 2025 - 9:00 AM to 10:49 AM EDT
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Mon, Jul 21, 2025 - 9:00 AM to 10:49 AM EDT
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Mon, Jul 28, 2025 - 9:00 AM to 10:49 AM EDT
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Thu, Jul 31, 2025 - 6:00 PM to 7:49 PM EDT
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Fri, Aug 08, 2025 - 9:00 AM to 10:49 AM EDT
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Fri, Aug 15, 2025 - 9:00 AM to 10:49 AM EDT
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Fri, Aug 22, 2025 - 10:00 AM to 11:49 AM EDT
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Tue, Aug 26, 2025 - 6:00 PM to 7:49 PM EDT
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Thu, Sep 11, 2025 - 9:00 AM to 10:49 AM EDT
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Fri, Sep 19, 2025 - 9:00 AM to 10:49 AM EDT
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Wed, Sep 24, 2025 - 9:00 AM to 10:49 AM EDT
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Sat, Sep 27, 2025 - 10:00 AM to 11:49 AM EDT
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Thu, Oct 09, 2025 - 9:00 AM to 10:49 AM EDT
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Tue, Oct 21, 2025 - 9:00 AM to 10:49 AM EDT
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Sat, Oct 25, 2025 - 10:00 AM to 11:49 AM EDT
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Thu, Oct 30, 2025 - 9:00 AM to 10:49 AM EDT
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Tue, Nov 04, 2025 - 9:00 AM to 10:49 AM EST
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Fri, Nov 14, 2025 - 9:00 AM to 10:49 AM EST
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Thu, Nov 20, 2025 - 6:00 PM to 7:49 PM EST
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Sat, Nov 22, 2025 - 11:00 AM to 12:49 PM EST
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Fri, Dec 05, 2025 - 9:00 AM to 10:49 AM EST
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Wed, Dec 17, 2025 - 9:00 AM to 10:49 AM EST
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Sat, Dec 27, 2025 - 9:00 AM to 10:49 AM EST
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Tue, Dec 30, 2025 - 9:00 AM to 10:49 AM EST
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Fri, Jan 16, 2026 - 11:00 AM to 12:49 PM EST
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Mon, Jan 26, 2026 - 12:00 PM to 1:49 PM EST
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Fri, Feb 13, 2026 - 2:00 PM to 3:49 PM EST
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Mon, Feb 23, 2026 - 10:00 AM to 11:49 AM EST
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Mon, Mar 16, 2026 - 11:00 AM to 12:49 PM EDT
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Wed, Mar 25, 2026 - 12:00 PM to 1:49 PM EDT
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Thu, Apr 16, 2026 - 2:00 PM to 3:49 PM EDT
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Fri, Apr 24, 2026 - 10:00 AM to 11:49 AM EDT
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Wed, May 13, 2026 - 11:00 AM to 12:49 PM EDT
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Fri, May 22, 2026 - 12:00 PM to 1:49 PM EDT
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Fri, Jun 12, 2026 - 2:00 PM to 3:49 PM EDT
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Mon, Jun 22, 2026 - 10:00 AM to 11:49 AM EDT
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Additional Info
Basic Course Information
Prerequisites Some investing knowledgeAdvanced Preparation None
Designed For Finance Professionals
Original Recording Date 04/2024
Course Developer Executive Education, Inc.
Date Added to Catalog 04/20224
Yellow Book No
Additional Information
Complaint Resolution PolicyPlease 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.