Webinar: Raising Financially Capable Children
WS117 | Course | Basic | Scheduled
Description
This course focuses on the main elements of financial education and will help accounting and finance professionals guide their clients, and their clie
Credits
| Number of Credits | Type of Credits |
|---|---|
| 2.00 | Specialized Knowledge |
Designed For
Accounting and finance professionals who want to help clients better prepare the next generation
Prerequisites
None
Highlights
- Discussion of the importance of a financial education for the next generation
- Understanding a client’s financial values
- Determining a client’s financial literacy
- Helping clients develop a teaching roadmap
- Using knowledge to protect against entitlement
- Developing a knowledge base for the information, including a full list of recommended books on the topic and games for families to play
- Discussion of specific topics, including tips and tricks related to:
- Allowances
- Earning, work, and entrepreneurship
- Spending, saving, and investing
- Philanthropy
- Taxes
- Credit cards
Objectives
- Understand the importance of financially capable children
- Be familiar with the basic elements of financial education
- Be able to deal with the most common questions and answers
- Recognize how to build a stronger relationship with clients
Preparation
None
Notes
This webinar is provided by Surgent. After registering for the course, you will receive an email from Surgent with instructions for logging in to the webinar and obtaining your eMaterials.
You may confirm that your computer meets the minimum requirements by visiting: https://www.surgentcpe.com/webinartest/.
Prices
- Member (Early Bird)
- $99.00
- Non-Member (Early Bird)
- $99.00
- Member
- $99.00
- Non-Member
- $99.00