COURSECA$182
10 Point Financial Health Check
Ensure that all the areas of your finances are working to help you grow and protect your wealth.
schedule 1 hour4.4(172 ratings)
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Created By Anna Knight, CFP
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CA$83
auto_storiesINSTRUCTOR(S)
Anna Knight, CFP
Speaker ■ Coach ■ Writer ■ Business Owner ■ Financial Planner ■ Creator of Prosperity Retreats
About this course
CPA Alberta
CPA British Columbia
CPA Manitoba
CPA New Brunswick
CPA Nova Scotia
CPA Ontario
During this course, we will address all the key areas you need to have in place in order to have a sound grasp of your financial well-being.
Do you know how much you spend monthly? Do you know what type of insurance you have in place and why? Do you have an emergency fund? Why is that important? Do you have money goals? Do you understand how and why your money is invested in the way it is? Do you have an estate plan in place?
As a seasoned Personal Finance Expert, Anna Knight, we walk you through a series of such questions to have you reflect on the areas of your financial affairs that you have to revisit or address. Only when all the pieces of your financial life are brought together, can you achieve peace of mind, knowing that you and your family are enjoying daily life, being protected from unforeseen events, and are paddling towards your short, mid-range and long term money goals.
This is a hands-on learning course, and it is presented with a follow-along questionnaire that you can turn into your action plan.
Remember, knowledge alone does not guarantee results, you need to put action behind what you learn.
This course includes:
schedule1 hours on-demand video
signal_cellular_altBeginner level
task_altNo preparation required
calendar_todayPublished At Oct 15, 2020
workspace_premiumCertificate of completion
errorNo prerequisites
lock1 year access
calendar_todayUpdated At Nov 23, 2022
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