Webinar: Raising Financially Capable Children

WS614  |  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
Your Price: $99.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations.