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Haig's Personal Financial Health Checkup: A Process That Will Significantly Change Your Life for the Better

 Thu, 10/23/2025 from 8:00 am to 4:00 pm
 
8.0
26 / 3-322
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Member Price
$384.00 Regular Registration
Your Price
$509.00 Regular Registration
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Designed For:

Practitioners who are involved in personal financial statement preparation engagements and/or personal financial planning; Individuals who desire to become or remain financially self-suffcient.

Prerequisite:

None

This course fills an important need for both financial managers and accountants in the practice of public accounting by offering the tools to help ensure the future success of a business. It also provides practical guidance for the effective use of benchmarking and analytical procedures.

Delivery Method: Group-live
CPE Credit: Accounting, Auditing
Program Level: Intermediate

Facility

Event location
VSCPA Learning & Innovation Center

Objectives

To provide a step-by-step process for performing an annual personal financial health checkup for practitioners, family members, employers and, if in the practice of accounting, practitioners' clients; To enable practitioners to add a huge value to their tax preparation services.

Schedule

I want to download the manual (printed materials not available)

Speakers

Advanced Preparation

None

Vendor

The Virginia Society of CPAs (VSCPA) 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: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.